Live Oak Investors

07/14/2026

We invite you to join us for a quick, Economic and Market Review Webinar on Thursday, July 16th at 4:00 PM CST.

You’ll hear from Jason Zamora, President & Wealth Manager at Live Oak Investors and Roman Samuels, Regional Director with Russell Investments, as they break down key market and economic insights including:

• Highlights from last quarter’s economic and market activity
• Key indicators for where the economy is going
• How to view short term market events in relation to your long term investment strategies

Register below or scan the QR code on the flyer to save your spot.
https://russellinvestments.zoom.us/webinar/register/WN__pJRUmjbSymFWgeQPerdAg #/registration

We look forward to having you with us.

07/14/2026

Three major stress tests in six months — and the bond market is still standing.
Straight from ’s Midyear Outlook, catch the team's second-half view on rates, yields, and where opportunity may lie in fixed income: https://bit.ly/4vt1jJG

07/13/2026

Experts say it’s dangerous to let chatbots make financial decisions for you, and new research finds that the risks could be even greater than previously thought.

Money pros advise against relying on AI for financial advice, but plenty of people looking for authoritative-sounding advice seem willing to overlook the warnings about how these tools can make mistakes. Surveys have found that more than half of Americans already use AI for help making financial decisions, including more than 3 in 4 adults younger than 30.

According to a new study in the Journal of Financial Planning, the issues with AI-generated financial advice might go deeper than just inaccurate advice about investing or inadequate guidance about savings. Researchers found that the guidance offered by different chatbots can be all over the map. Even more worrying: The results suggested that some chatbots could be dispensing biased advice based on race or gender.

A research team comprising professors from the University of Rome Tor Vergata in Italy and the University of Georgia analyzed financial advice dispensed by chatbots in response to prompts seeking guidance for common household money questions.

https://liveoakinvestors.com/ai-financial-advice-may-be-more-dangerous-than-you-think/

07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

07/08/2026

We’re excited for another night of live music at Free Roam Brewing Company! 🎵
Join us as Raelynn Gayle takes the stage for this week’s Singer‑Songwriter Concert Series.

It’s fun and it’s the perfect way to spend a summer evening.
Come out and enjoy a great time with us! ✨

07/07/2026

The market isn’t just about fundamentals anymore — policy is driving outcomes.
Explore LPL Research’s 2026 Midyear Outlook: Policy, Buildout's, & Bottlenecks and what it means for portfolios.
Outlook https://liveoakinvestors.com/lpl-researchs-2026-outlook-the-policy-engine-delivers-market-insights-on-what-we-may-expect-from-the-economy-stocks-bonds-and-more-through-2026-get-2026-outlook-insights/

07/06/2026

A new federally created savings account for American children launched on July 4, 2026, when Trump Accounts began accepting contributions. The accounts were formally established under Section 530A of the Internal Revenue Code as part of the One Big Beautiful Bill Act.

Whether you have a newborn, a teenager, or grandchildren across multiple ages, we thought it would be helpful to give you an overview of what the accounts actually do, what they do not do, and how to think about them alongside what you may already have in place for the children in your life. This new account type has certain limitations and decisions that will depend on your family’s situation and goals.

https://liveoakinvestors.com/trump-accounts-are-now-open-what-you-need-to-know/

07/04/2026

Happy 250th Birthday, America! What an incredible milestone for a nation built on courage, opportunity, and the unwavering pursuit of freedom. Isn’t it amazing to call the United States our home? Independence isn’t just something we celebrate once a year — it’s something we live every single day. God bless the USA. From all of us at Live Oak Investors, here’s to the past that shaped us, the present we’re grateful for, and the bright future ahead.

07/01/2026

Tonight’s the perfect night to unwind. Clay Hollis is live at Free Roam Brewery, and we’re excited to be part of the good music and good company. If you’re looking for a laid‑back Boerne evening, grab a drink, bring a friend, and enjoy the show.
Live Oak Investors is proud to support the local artists and places that make our community feel like home.

06/30/2026

If your kids are starting a summer job, why not look into a Custodial Roth account? Talk to your kids about how they can get started with tax-advantaged savings. Whether they put money in the account or you start it for them with a gift, it’s a good way to build a great habit.

For more information or to set up a meeting, give us a call today!
We can explain the pros and cons of a Custodial Roth IRA, and introduce you to some of the unique features of custodial accounts, including when kids can take control of the asset. Also, remember, with a Roth IRA, to qualify for the tax-free and penalty-free withdrawal of earnings, a Roth must meet a 5-year holding requirement and occur after age 59½. Tax-free and penalty-free withdrawals can also be taken under certain other circumstances, and the original Roth IRA owner is not required to take minimum annual withdrawals