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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


January 30, 2020

The Coronavirus And The Stock Market: What Might We Expect?

By Matthew Gaude & Shawn McGuire When it comes down to it, the markets hate uncertainty and tend to respond with increased volatility. That

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January 21, 2020

What You Need To Know About The SECURE Act

By Matthew Gaude & Shawn McGuire The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed by the House of

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December 31, 2019

What Would A Trump Impeachment Mean To The Stock Market?

By Matthew Gaude & Shawn McGuire On September 24, 2019 House Speaker Nancy Pelosi took the extraordinary step of initiating impeachment

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December 31, 2019

You Will Be Able To Save More For Retirement In 2020

By Matthew Gaude & Shawn McGuire One of the most common questions we get as financial advisors is Am I saving enough for retirement? Thanks

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December 29, 2019

This Is How Social Security Could Change Under The Democratic Presidential Candidates

By Matthew Gaude & Shawn McGuire During this election cycle, expanding Social Security is on the minds of all three front-running democratic

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November 19, 2019

What Are The Tax Proposals Of The Democratic Presidential Candidates Elizabeth Warren & Joe Biden?

By Matthew Gaude & Shawn McGuire Although we’re a year away from the next presidential election, the campaigning has already been going on long

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November 7, 2019

Year-End Tax Planning

By Matthew Gaude & Shawn McGuire This may be hard to believe, but there are only 2 months left in 2019! Although you might be just trying to

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October 7, 2019

What Do You Need To Know About Facebook’s Libra Currency?

By Matthew Gaude & Shawn McGuire Back in 2017, Bitcoin burst onto the scene and had everyone in an uproar. While the buzz has died down, it is

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September 18, 2019

What To Do The Day You Turn 62

By Matthew Gaude & Shawn McGuire There are many natural milestones we reach as we go through life, everything from graduating high school and

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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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