After a historically calm 2021, volatility returned in the first quarter of 2022, as inflation surged to 40-year highs, the Federal Reserve promised
March 2022 Market Update
The invasion of Ukraine is a serious and scary escalation in tensions between Russia, Europe, and the United States. Before we dive into what it could
Market Update 2-24-2022
Overnight Russia launched an assault on Ukraine extending beyond the Donbas region, targeting military infrastructure and landing troops and tanks
Important Social Security & Medicare Updates for 2022
By Matthew Gaude & Shawn McGuire The years before retirement can be an overwhelming time. You may be excited to start a new chapter of your
Stocks Rally to End a Dismal January, but S&P 500 Still Posts Worst Month Since March 2020
By Matthew Gaude & Shawn McGuire The last time the market exhibited extreme fear was back in March of 2020. Now, don’t get me wrong—our current
A Guide to the 2021 Child Tax Credit
By Matthew Gaude & Shawn McGuire With tax season officially here, many families are struggling to understand the changes to the 2021 Child Tax
Quarterly Insights – January 2022
Welcome to 2022! Stocks overcame numerous headwinds during the past three months, including a resurgence in COVID cases, the Federal Reserve moving
Wishing You Happy Holidays From Our Team
By Matthew Gaude & Shawn McGuire Happy Holidays from our team at Live Oak Wealth Management! This year has certainly had its ups and downs, but
4 Reasons Why Inflation Is Up & How to Know if it Will Last
By Matthew Gaude & Shawn McGuire If you’ve been paying attention to the headlines lately, you probably know about the problems our current