Matthew Gaude 
Live Oak Wealth Management 


Tuesday July 26, 2016 from 6:30 PM to 8:00 PM EDT

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Tam's Backstage Restaurant 
215 Ingram Ave
Cumming, GA 30040

Driving Directions 

Are You Tired of the low interest rates on your money markets, CD's and savings accounts? 

In the wake of extended recent market volatility, many investors have maintained inordinately large allocations to cash. While cash has an important place in every investment strategy, today’s interest rates are so low that over-allocating to cash may actually be putting your long-term investment goals at risk.  

A look at current market conditions reveals timely opportunities for investors to take a small step up in potential risk in exchange for a step up in potential reward.

In a world of exceptionally low interest rates, investors are hungry for income.  Come to a workshop where we will explore:

  • A range of strategies for re-investing excess cash
  • The risks of over investing  in cash
  • The need to understand how rising interest rates can affect your fixed income investments
Register Now!


Matthew M. Gaude
Shawn McGuire
Live Oak Wealth Management 
11115 Houze Road
Suite 100
Roswell, GA 30076 
Direct: 770-552-5968

Securities  offered through American Portfolios Financial Services (APFS), member FINRA/SIPC. Advisory Services offered through American Portfolios Advisors (APA), a SEC Registered Investment Advisor. Live Oak Wealth Management, LLC is not affiliated with APA or APFS.