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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


July 14, 2018

MARCH MADNESS AND YOUR 401K

March Madness has officially begun.  This is the time of year where novices and avid basketball fans fill out their brackets of 68

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July 14, 2018

HOW COULD TAX CHANGES AFFECT YOUR FINANCIAL PLAN?

President Trump campaigned on the promise of sweeping tax reform, and on December 20, 2017, Congress passed the final version of the Tax Cuts and Jobs

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July 14, 2018

UMPSTART YOUR FINANCIAL PLAN FOR 2018!

If you’re like me, New Year’s Day already feels like ancient history. And if you made a New Year’s resolution, you may be part of the 80% of Americans

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July 14, 2018

WHY I BECAME A FINANCIAL ADVISOR (MATTHEW GAUDE)

Some people like playing baseball, but as a child, I loved collecting baseball cards. It wasn’t the game that intrigued me; rather, it was my first

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July 14, 2018

WHY I BECAME A FINANCIAL ADVISOR (SHAWN MCGUIRE)

People often ask me why I became a financial advisor. Like a lot of people, I didn’t always know what I wanted to be or what I wanted to do with my

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July 14, 2018

Are Your Bond Investments at Risk?

As the Federal Reserve prepares to raise interest rates, bond investors should understand how a rate hike will affect their investments and what they

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July 5, 2018

What We Do and How We Can Help

What We Do and How We Can Help A live oak is one of the most incredible trees. It’s strong, protective, and solid, withstanding storms and turbulent

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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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