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Third Quarter 2021 Market Review and Strategy Update

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Live Oak Wealth Management

Live Oak Wealth Management

Financial Advisors in Roswell, GA

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Market News


Celebrating Our Blessings This Thanksgiving

November 10, 2023

Celebrating Our Blessings This Thanksgiving

By Matthew Gaude & Shawn McGuire As crazy as it is to believe, Thanksgiving is right around the corner. As the year begins to wind down, we at

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Interest Rate Update

November 8, 2023

Interest Rate Update

By Shawn McGuire & Matthew Gaude This is the headline from CNBC on November 1st, after the Federal Reserve meeting.  Following their

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SECURE 2.0 Act Changes: Opportunities to Build Your Retirement

November 1, 2023

SECURE 2.0 Act Changes: Opportunities to Build Your Retirement

By Matthew Gaude & Shawn McGuire There are plenty of changes coming with the gradual implementation of the SECURE 2.0 Act which could enable

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How a Backdoor Roth IRA Can Help You Grow Tax-Free Wealth

October 31, 2023

How a Backdoor Roth IRA Can Help You Grow Tax-Free Wealth

By Matthew Gaude & Shawn McGuire Benjamin Franklin is quoted as saying there is nothing certain in this world other than death and taxes. He

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Quarterly Insights - October 2023

October 13, 2023

Quarterly Insights: OCTOBER 2023

Inflation Worries and Higher Bond Yields Pressure Stocks in Q3 Good riddance to what has been a very rough September for stocks. In fact, both

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2023-9_Interest Rate Hike CANVA

September 23, 2023

Interest Rate Update

This is the headline from CNBC on September 20, after the Federal Reserve meeting. It should come as no surprise that the Fed intends to keep interest

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About

Securities offered through American Portfolios Financial Services, Inc., member FINRA/SIPC. *Advisory Services offered through American Portfolios Advisors, Inc., a SEC Registered Investment Advisor. Live Oak Wealth Management, LLC is independently owned and not affiliated with APA or APFS.

Contact

LiveOak Wealth Management
10892 Crabapple Rd. Ste. 100
Roswell, GA 30075

Phone:
770-552-5968

Fax:
770-552-5968

Email:
[email protected]

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