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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


Strategies for Investing

May 26, 2023

Should You Invest Your Funds in One Company or Stock? Avoid These Common Pitfalls

By Matthew Gaude & Shawn McGuire We’ve all heard the warning: Don’t put all your eggs in one basket. In the world of finance, we speak to the

All,  Articles

2023-5_The Probability

May 17, 2023

The Probability of Something Bad Happening

By Shawn McGuire & Matthew Gaude It’s hard to open up a newspaper these days and not see a scary story about the debt ceiling debate. The Biden

All,  Articles

April 26, 2023

First Quarter Overview: Markets Show Resilience to Start 2023

The S&P 500 ended the first quarter of 2023 with a solid gain as hopes for an economic “soft landing” and the Fed signaling the upcoming end to

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A Run on the Bank

March 13, 2023

A Run on the Bank

By Shawn McGuire & Matthew Gaude For most of us, the words “bank failure” immediately trigger the same recent memory: the financial crisis of

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2023-3_top 10

March 10, 2023

Top 10 Tax-Planning Strategies to Maximize Your Savings

By Matthew Gaude & Shawn McGuire Are you looking for ways to save money on your taxes? Tax-planning strategies can be the key to maximizing

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5 small business tax

February 17, 2023

Get Ready for Tax Season: Your Step-by-Step Tax-Preparation Checklist

By Matthew Gaude & Shawn McGuire Tax season is here. It can be a stressful time as you work to get your financial ducks in a row. The good

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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:
INFO@LIVEOAKWM.COM

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