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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


You've Inherited Money Now What Should You Do

June 15, 2021

You’ve Inherited Money, Now What Should You Do?

By Matthew Gaude & Shawn McGuire Receiving an inheritance of money is an appreciated gift. But without proper planning and guidance, you may

All,  Articles

June 2, 2021

SECURE Act 2.0: 8 Ways The Proposed Law Could Change Retirement Savings

By Matthew Gaude & Shawn McGuire At the end of 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement

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April 23, 2021

Why You Should Consider Sending Your RMDs Straight To A Charity

By Matthew Gaude & Shawn McGuire If you’re like many of our clients, you live generously. You know that the world goes far beyond just you and

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March 25, 2021

Market Outlook

By Matthew Gaude & Shawn McGuire The bear market ended one year ago this week, finishing one of the fastest and most vicious bear markets of

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March 17, 2021

Stimulus Plan Recap

So, the next (final?) round of stimulus was signed into law by President Biden. Let’s dive in. The $1.9 trillion bill called the American Rescue

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March 7, 2021

What You Need To Know About Alzheimer’s And Financial Planning

By Shawn McGuire & Matthew Gaude Financial planning after an Alzheimer’s diagnosis is critical to ensure proper care for the future. Patients

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March 5, 2021

Why Are Bond Yields Spiking And Causing A Decline in Stocks?

Bonds are now top of news in the financial media. We’re all reading CNBC and Fox Business articles that stocks are plunging because the 10-year

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February 16, 2021

5 Major Tax Implications Of The Latest Stimulus Package

By Matthew Gaude & Shawn McGuire After much political intrigue and back and forth, lawmakers finally passed the 5,593-page $900 Billion

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February 9, 2021

Your 2021 Tax-Preparation Checklist

By Matthew Gaude & Shawn McGuire Tax season is approaching quickly, and the last thing you want is to get close to finalizing your taxes, only

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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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