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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


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

All,  Articles

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

All,  Articles

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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January 28, 2021

It’s A New Year! Is It Time To Reevaluate Your Financial Plan?

By Matthew Gaude & Shawn McGuire We survived 2020, and now it’s time to transition to a new year and all it will bring! A new year is often a

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January 4, 2021

What Could Social Security And Medicare Look Like Under A Biden Presidency?

*This file is licensed under the Creative Commons Attribution-Share Alike 2.0 Generic license. By Matthew Gaude & Shawn McGuire We all know

All,  Articles

December 7, 2020

What You Need To Know About The Proposed Retirement Bill in Congress

By Matthew Gaude & Shawn McGuire Here are some numbers to chew on: according to the Employee Benefit Research Institute’s 2019 Retirement

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November 30, 2020

Ways To Maximize Your Charitable Giving

By Matthew Gaude & Shawn McGuire Giving of your wealth to charities benefits the people and causes you are passionate about and allows you to

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November 18, 2020

Happy Thanksgiving! A Time For Gratitude

By Matthew Gaude & Shawn McGuire While Thanksgiving became an official holiday in 1870, Americans have been taking part in this tradition of

All,  Articles

November 5, 2020

Does It Make Sense To Pay Off Your Mortgage Early?

By Matthew Gaude & Shawn McGuire How many times have you heard that mortgage debt is good debt? We know that debt reduction is a healthy

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.

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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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