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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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July Stock Market Update CANVA

August 3, 2022

July Stock Market & Economic Update: Patience Is a Virtue As the Next Decline Will Lay the Framework Over the Coming Year

The first six months of 2022 were a nightmare for the financial markets. Both stocks and bonds declined significantly at the same time. This doesn’t

All,  Articles

6 Smart Money Moves To Make In Uncertain Times

August 1, 2022

6 Smart Money Moves to Make in Uncertain Times

By Matthew Gaude & Shawn McGuire During unstable economic times, it’s easy to let panic set in. With global unrest, political instability, and

All,  Articles

Quarterly Insights

July 18, 2022

Quarterly Insights – July 2022

The first half of 2022 is officially over…good riddance. This past six-month period was one for the record books, and not in a good way. Stocks

All,  Articles

i bonds

July 10, 2022

A Rare Opportunity: I Bonds Are Paying 9.62%; Here’s What You Need to Know 

By Matthew Gaude & Shawn McGuire We are in a period of high inflation not seen in the U.S. since the 1980s. (1) With many people worried their

All,  Articles

How Likely Is A Recession_

July 10, 2022

Is a Recession On the Horizon?

By Matthew Gaude & Shawn McGuire With unprecedented inflation, rising interest rates, and a rocky geopolitical landscape, it’s hard to predict

All,  Articles

5 Reasons Not to put off financial planning CANVA

June 21, 2022

6 Reasons Not to Put Off Financial Planning

By Matthew Gaude & Shawn McGuire Organizing your finances might feel like an arduous task. Between insurance planning, tax planning, estate

All,  Articles

June Market Update

June 8, 2022

June Market & Economic Update

May continued to be a volatile month for the stock market. As you can see in the chart below, the Dow Jones Industrial Average and the S&P 500

All,  Articles

Your 2022 social security

May 10, 2022

Your 2022 Social Security Guide and Preview of the New Social Security Statement Format 

By Matthew Gaude & Shawn McGuire Approaching retirement can be a pretty scary time. You have to figure out what you’re going to do with your

All,  Articles

April Market Update LIVE OAK

May 3, 2022

April Market Update

By Matthew Gaude & Shawn McGuire There's almost no good news today. The Fed is raising rates and starting quantitative tightening. Inflation is

All,  Articles

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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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