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Third Quarter 2021 Market Review and Strategy Update

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Live Oak Wealth Management

Financial Advisors in Roswell, GA

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MAXIMIZING YOUR SOCIAL SECURITY BENEFITS

Do you know which of the 567 ways to claim your Social Security will maximize
the lifetime benefits?

When Should I Start Social Security?

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12 KEY QUESTIONS EVERY RETIREE MUST ANSWER

A Must Read for Anyone Retired or Very Close to It

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MAXIMIZING YOUR SOCIAL SECURITY BENEFITS

Do you know which of the 567 ways to claim your Social Security will maximize
the lifetime benefits?

When Should I Start Social Security?

FREE EBOOK


12 KEY QUESTIONS EVERY RETIREE MUST ANSWER

A Must Read for Anyone Retired or Very Close to It

Download Now


MAXIMIZING YOUR SOCIAL SECURITY BENEFITS

Do you know which of the 567 ways to claim your Social Security will maximize
the lifetime benefits?

When Should I Start Social Security?

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WELCOME TO LIVE OAK WEALTH MANAGEMENT

At Live Oak Wealth Management, we are committed to providing unbiased and
independent financial advice near Atlanta. We serve corporate employees as well
as self-employed business owners. Our clients are busy, but want to plan for a
secure retirement and have a partner they can count on along the way.

We help individuals with retirement planning and social security. We’re always
available to our clients to answer their questions and address their concerns.
We work closely with our clients to put into place a financial road map that
helps them feel more excited about their financial future.

 

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FINANCIAL PLANNING

It is through our planning process that we can help you prepare for life’s
expected and unexpected circumstances.




RETIREMENT INCOME PLANNING

We have created a 3-tiered portfolio solution through active investment
management, founded in solid planning, that is designed to help generate
predictable income.




ACTIVE INVESTMENT MANAGEMENT

Our Active Investment portfolios are customized to help each client reach their
individual goals and objectives.




PARTICIPANT 401(K) MANAGEMENT

We serve the needs of participants by providing an independent, third party
research service in a fiduciary relationship in order to help you make better
investment decisions and regain control of your 401K.




Webinar to discuss the third Quarter 2021 Market : Review and Strategy Update
and More You Need to Know!


THIRD QUARTER 2021 MARKET REVIEW AND STRATEGY UPDATE

The mitigation of the Delta variant is going to be important given the present
tightness of the labor market. September lived up to past history of being the
worst month in terms of performance, however we are now entering the best 6
month time period for the stock market. So, why are we still bullish? What are
we expecting for the stock market going into the end of the year and the fist
quarter of 2022?
We will answer these questions and more in this webinar.

Watch Webinar


NEED HELP MANAGING YOUR 401(K)?

PARTICIPANT 401(K) PLANS

As an employee with a 401(k) plan, you have many options. We help you understand
those options and decide on your next steps.

Learn More

MATTHEW GAUDE FEATURED IN PROACTIVE ADVISOR MAGAZINE

"Delivering the risk management that investors want requires new strategies that
can respond to changing markets."


Read Feature


MARKET NEWS

Archives

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Market Commentary Webinars Reports Articles

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ARTIFICIAL INTELLIGENCE ENTHUSIASM, POTENTIAL FOR FEDERAL RESERVE RATE CUTS AND
STRONG GROWTH POWER STOCKS TO NEW HIGHS

April 10, 2024

By Matthew Gaude & Shawn McGuire The 2023 rally continued in the first quarter
of 2024 as a positive combination of stable economic growth,

WHAT IS GOING ON WITH RISING ENERGY PRICES?

April 4, 2024

By Matthew Gaude & Shawn McGuire The trajectory of energy prices in 2023
presented a fascinating yet complex narrative that affected consumers

MARCH FEDERAL RESERVE MEETING AND FIXED INCOME STRATEGY UPDATE

March 25, 2024

By Matthew Gaude & Shawn McGuire The Federal Reserve concluded their March
19th/20th meeting by leaving interest rates unchanged, per the


FOOTER


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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