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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


April 23, 2019

What Is Modern Monetary Theory?

By Matthew Gaude & Shawn McGuire How are you going to pay for it? That’s the question everyone asks when politicians propose things like

All,  Articles

March 22, 2019

Charitable Giving Under The New Tax Law

By Matthew Gaude & Shawn McGuire Last year, the Tax Cuts & Jobs Act was all anyone could talk about. There was plenty of speculation about

Articles

March 7, 2019

Your 2019 Social Security Benefit Guide

By Matthew Gaude & Shawn McGuire About one in six Americans are currently receiving Social Security benefits, most of them retirees. Born out

All,  Articles

February 23, 2019

If I Could Only Teach One Financial Lesson

By Matthew Gaude & Shawn McGuire After almost two decades in the financial services industry, we’ve come across many pieces of sound financial

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February 18, 2019

How To Prepare For Tax Season

By Matthew Gaude & Shawn McGuire If you had to choose, would you rather file your taxes or go without your phone for a week? At this point, you

All,  Articles

January 19, 2019

How Might The Market Behave In 2019?

By Matthew Gaude & Shawn McGuire With 2018 in the rear-view mirror, what can we expect the behavior of the markets to be in 2019? Should the

All,  Articles

January 7, 2019

How To Catch Up For Retirement In A Hurry

By Matthew Gaude & Shawn McGuire Are you confident about your retirement prospects, or does a review of your savings leave you feeling anxious?

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January 7, 2019

Take Our 2018 Client Survey

Here at Live Oak Wealth Management, we believe that your success is our success and have made it a priority to build lasting, meaningful relationships

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December 11, 2018

What Is A Fiduciary And Why Is It Important?

By Matthew Gaude & Shawn McGuire Does your financial advisor have a hidden agenda? You might assume that if you work with a financial advisor,

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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