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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


How Likely Is A Recession_

July 10, 2022

Is a Recession On the Horizon?

By Matthew Gaude & Shawn McGuire With unprecedented inflation, rising interest rates, and a rocky geopolitical landscape, it’s hard to predict

All,  Articles

5 Reasons Not to put off financial planning CANVA

June 21, 2022

6 Reasons Not to Put Off Financial Planning

By Matthew Gaude & Shawn McGuire Organizing your finances might feel like an arduous task. Between insurance planning, tax planning, estate

All,  Articles

June Market Update

June 8, 2022

June Market & Economic Update

May continued to be a volatile month for the stock market. As you can see in the chart below, the Dow Jones Industrial Average and the S&P 500

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Your 2022 social security

May 10, 2022

Your 2022 Social Security Guide and Preview of the New Social Security Statement Format 

By Matthew Gaude & Shawn McGuire Approaching retirement can be a pretty scary time. You have to figure out what you’re going to do with your

All,  Articles

April Market Update LIVE OAK

May 3, 2022

April Market Update

By Matthew Gaude & Shawn McGuire There's almost no good news today. The Fed is raising rates and starting quantitative tightening. Inflation is

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Quarterly Insights

April 13, 2022

Quarterly Insights – April 2022

After a historically calm 2021, volatility returned in the first quarter of 2022, as inflation surged to 40-year highs, the Federal Reserve promised

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March 3, 2022

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

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February 24, 2022

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

All,  Articles

February 8, 2022

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

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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