Jonathan Rob Royal - Liberty Capital Management

Watching Young Washington at the Washington Monument.

Viewing the Declaration of Independence and Constitution on the 250th anniversary of the Declaration!

We’re continuing our Monthly Focus Series, designed to bring you clear, practical, and timely financial insights each month.

This month we are focusing on Mid-Year Financial Checkups. The goal is to help you pause at the halfway point of the year, review your financial progress, and make intentional adjustments for the months ahead.

A financial plan is not something you set and forget. A mid-year review gives you a chance to look at your portfolio, tax situation, and retirement progress so you can stay aligned with your goals for 2026.

Each month we highlight one key planning topic and break it down in a way that is simple, useful, and actionable.

From tax insights to investment check-ins and long-term planning strategies, the goal is straightforward. Help you stay informed, confident, and proactive about your financial future.

Be sure to follow along so you do not miss what is next.
[email protected]

Here I am with the Jane's Addiction Crew, Long Beach Yacht Club Catalina 37s. Go Purple People!

Protecting your financial future is more than building wealth. It is also about helping safeguard what matters most along the way.

Insurance and risk planning play an important role in a well-rounded financial strategy, especially as life changes through marriage, children, homeownership, business growth, and retirement planning.

This Insurance & Risk Month, take a few minutes to review:
✔ Life insurance coverage
✔ Disability protection
✔ Liability and umbrella coverage
✔ Beneficiary designations

Small updates today can make a meaningful difference for your long-term plan.

Have questions about how insurance fits into your overall financial strategy? Connect with the team at Liberty Capital Management to schedule a conversation.

Please find below my Q2 2026 Market Perspectives video. In this update, I cover current economic conditions, interest rates and inflation, geopolitical developments, and our portfolio positioning going forward.

▶ https://youtu.be/G0xBU-01C-Q

Key topics include:
• Recent changes to our model portfolios
• The labor market and consumer health
• Valuations, sentiment, and our market scorecard
• The continued growth of faith-based investing

If you have questions or would like to review your financial plan in light of current conditions, please contact Karina or Veronica to schedule a convenient time.

Thank you for your continued trust.

We’re continuing our Monthly Focus Series, designed to bring you clear, practical, and timely financial insights each month.
This month, we’re focusing on Tax Filing and Cash Flow Review. The goal is to help you make smart financial decisions after you file your taxes and set yourself up for the rest of the year.
Your tax return is more than paperwork. It is a valuable tool that can help you adjust your withholdings, refine your financial plan, and use your money more intentionally.
Each month, we spotlight one key planning topic and break it down in a way that is easy to understand and actionable for your goals.
From tax insights to investment check-ins and long-term planning strategies, our goal is simple. To help you stay informed, confident, and proactive about your financial future.
Be sure to follow along so you don’t miss what’s next.
[email protected]