Ox Road Capital

09/25/2026

Jonathan Levi

09/14/2026

What a difference a year can make.

What started as a dedicated team making a bold transition has grown into an even stronger group of professionals united by a shared commitment to serving our clients and community.

We're incredibly proud of the growth reflected in these photos, but even more grateful for the talented individuals who have joined our journey along the way. Our success has never been measured simply by numbers. It's measured by the relationships we build, the lives we impact, and the team we've created together.

Here's to continued growth, meaningful relationships, and making an even greater impact in the years ahead.

09/10/2026

Today marks one year since Ox Road™ Capital partnered with LPL Financial. What a milestone and thank you for your continued trust and support over the past year. We look forward to continuing this journey together.

To celebrate this occasion, we're excited to officially launch our new podcast, 𝐎𝐧 𝐭𝐡𝐞 𝐑𝐨𝐚𝐝 𝐭𝐨 𝐀𝐛𝐮𝐧𝐝𝐚𝐧𝐜𝐞.

Our first episode, 𝐓𝐡𝐞 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 𝐏𝐚𝐫𝐚𝐥𝐲𝐬𝐢𝐬 𝐓𝐫𝐚𝐩, Brian Blackburn, CFP® and Jeff Allen, CFP®, CTFA, ATFA explore how investors can break through indecision and move forward with confidence.

Find us here:
Spotify: https://lnkd.in/eXwxbjyD
YouTube: https://lnkd.in/eJVmG9Pd

09/03/2026

We're excited to continue recognizing the talented interns who have made a meaningful impact at Ox Road Capital through their hard work, dedication, and eagerness to learn.

Today, we'd like to spotlight Mark Mullikin! Mark is currently studying Finance and Economics at Anderson University and spent the summer interning with our team. His passion for investing and financial markets, combined with his strong work ethic and enthusiasm, made him a valuable contributor to the office.

Thank you, Mark, for all your hard work and dedication. We wish you continued success at Anderson University this semester!

09/02/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - Weekly Market Update

The Cash Flow Case for Value Stocks

What do investors need to know:
• Value stocks are benefiting as investors prioritize cash flow and financial strength.
• Companies with strong free cash flow have historically delivered better long-term investment outcomes.
• Rising AI-related spending is causing investors to look beyond earnings and focus on cash generation.
• In today's market, businesses that can fund their own growth may be better positioned for success.

Watch the full video below from Michael Lee, CEPA®. If you have any questions about the stock market or your investments, please contact us https://lnkd.in/eZDvmFC2.

08/26/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - Weekly Market Update

Stock Market Tug of War: Earnings vs. Rates

What do investors need to know:

• Strong second-quarter earnings continue to support stock market gains

• AI-driven growth remains a major earnings catalyst

• Rising earnings estimates have helped make stock valuations more attractive

• Higher interest rates may create volatility

Watch the full video below from Michael Lee, CEPA®. If you have any questions about the stock market or your investments, please contact us https://www.oxroadcapital.com/contact-us.

08/21/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - Weekly Market Update

Shifting Leadership in Global Growth

What do investors need to know:

- Developed markets are regaining leadership in global growth
- Emerging market growth is showing signs of moderation
- Expectations for a Fed pause continue to support markets
- Foreign demand remains important for U.S. Treasury stability

Watch the full video below from Michael Lee, CEPA®. If you have any questions about the stock market or your investments, please contact us today! https://lnkd.in/d4_qXpRf.

08/05/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - Weekly Market Update

Strong Earnings Continue to Support Stocks

What do investors need to know:

- AI spending remains a key market driver
- Investors are watching for returns on AI investments
- Inflation and oil prices remain risks to monitor

Watch the full video below from Michael Lee, CEPA®. If you have any questions about the stock market or your investments, please contact us today! https://www.oxroadcapital.com/about-us

07/28/2026

𝗢𝘅 𝗥𝗼𝗮𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 - Weekly Market Update

AI Continues to Power the Stock Market

What do investors need to know:
- Can Big Tech's AI Spending Deliver Long-Term Returns?
- The AI Investment Race: Will the Returns Add Up?
- AI Ambitions and Market Expectations

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