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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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Articles


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

All,  Articles

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

All,  Articles

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

All,  Articles

Secure Act CANVA

February 1, 2023

SECURE 2.0: Here’s What You Need to Know

By Matthew Gaude & Shawn McGuire On December 29th, 2022, President Biden signed the second iteration of the sweeping retirement act, SECURE Act

All,  Articles

Bear Market Strategy

January 11, 2023

Bear Market Recovery Strategy

By Matthew Gaude & Shawn McGuire 2022 is now history. Good riddance. With the turn of the calendar to a new year, this time of year always

All,  Articles

2022-12_December LIVE OAK only

December 21, 2022

Is the Bull Still Alive or Just Hibernating?

The Federal Reserve doesn’t want to crash the economy…  That was Chairman Jerome Powell’s last message prior to the December 13th &

All,  Articles

How much does long-term care

November 15, 2022

How Much Long-Term Care Really Costs in Georgia and 6 Ways to Pay for It

By Matthew Gaude & Shawn McGuire Thinking about retirement should be exciting and stress-free. But unfortunately, a necessary evil in planning

All,  Articles

2022-11_October Market Update CANVA

November 14, 2022

October Market Update

“Explosive,” “shock,” and “relief” are some of the adjectives being used to describe the historically massive moves on Thursday as stocks

All,  Articles

2022-10_Gearing up for Medicare Open Enrollment- What You Need to Know

November 14, 2022

Don’t Ignore These Important Medicare Changes for 2023

By Matthew Gaude & Shawn McGuire If you’re eligible for Medicare, you’ve likely received a barrage of notifications about open enrollment.

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:
INFO@LIVEOAKWM.COM

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