Valorem Financial

07/18/2026

Families don’t avoid legacy planning because they don’t care.

They avoid it because it feels uncomfortable or rationalized as “something we’ll get to later.”

Unfortunately, "later" often turns into never, leaving family members to piece things together during an already emotional time.

These conversations matter before they become urgent. Not just for financial reasons, but to make things simpler for the people you care about most.

07/17/2026

Building a business changes over time, and the financial decisions tend to change with it.

Early on, the focus is often on creating stability and momentum. As things grow, conversations start to shift toward taxes, risk, long-term planning, and what life eventually looks like beyond the business itself.

Each stage brings different opportunities, challenges, and decisions to think through along the way.

07/16/2026

Thank you to everyone who stopped by our booth at Taste of Arvada! We had a blast meeting members of the community, answering your questions, and passing out prizes. We appreciate your support and look forward to seeing you at future events—stay tuned for more ways to connect with us.

07/15/2026

Saving for retirement is only part of the equation.

The next question becomes how that wealth turns into income that can support your lifestyle over time.

Where withdrawals come from, how they adjust through different market environments, and how they fit into your broader financial picture all play a role in how sustainable the plan actually is.

This is where retirement planning becomes more than a number. It becomes an ongoing strategy that evolves as life does.

07/13/2026

A war, an oil spike, and a 9% pullback gave investors plenty to worry about.

Then stocks rallied back to new highs, and the S&P 500 closed the first half with a 10.2% gain.

The headline return only tells part of the story. Inflation pressures broadened, software moved against the market, and AI reached into value, international, and small-cap stocks.

See what six charts reveal about the market beneath the index: https://www.valoremfinancial.com/insights/blog/market-commentary-top-charts-from-the-first-half-and-why-the-ai-wave-is-everywhere/

07/12/2026

07/11/2026

We’re excited to announce our upcoming “Taxes In Retirement” workshop this Tuesday! As we get ready, let’s take a moment to reflect on our successful April event. Thank you to everyone who joined us—your thoughtful questions and active participation made it a truly engaging experience. Special thanks to Kim, Lujane, and Dom for sharing their expertise and guidance on this important topic.

We’re committed to supporting our community’s financial well-being with more workshops and events. Stay tuned for updates, and let’s continue navigating retirement planning together with confidence!

07/10/2026

Behind the scenes, our team is continually reviewing your strategy, monitoring changes that could impact your goals, and discussing how the different pieces of your financial life fit together over time. Ongoing planning helps ensure decisions stay aligned with where you are today and where you want to go tomorrow.

07/09/2026

Starting at 6:00pm tonight, we’ll be at Greater Arvada Chamber of Commerce's Taste of Arvada! Stop by our table and spin the wheel for a chance to win candy and prizes! If you’ve got your tickets and your appetite, we can’t wait to see you there—this is one event you won’t want to miss!! 😋🍽️

07/08/2026

As careers progress, financial decisions rarely become simpler.

Compensation might change. Tax considerations may become more layered. Major decisions may start overlapping at the same time.

That’s why many executives eventually realize financial planning requires having the right perspectives and conversations.