Decorum Wealth Management

Today, we recognize and honor Juneteenth.

Our office and the markets are closed as we observe this important day in our nation’s history.

One week to go.

Our Open House is right around the corner, and we’re looking forward to welcoming you into our Merced office. Stop by anytime from 4-7PM on June 24 for light refreshments, conversation, and a chance to get to know our team.

If you plan to attend, please let us know here: https://forms.office.com/r/DD2xdiKQp6

How to Avoid Fears of Growing Old Fear of missing out can also be the fear of growing old. Learn how to value the joy of missing out for peace, serenity, and for staying young at heart.

Wondering if your financial plan is still on track?

Our newest blog highlights what to review at mid‑year and why it matters.

Read the full article: https://www.decorumwm.com/blog/is-your-financial-plan-on-track-what-to-review-at-midyear

We’re excited to announce that Dan Zacharias has joined Decorum Wealth.

Please join us in welcoming Dan to the team—we’re thrilled to have him on board and look forward to the impact he’ll make.

Learn more about Daniel’s transition and what it means for our clients in the full press release:
🔗 https://www.lpl.com/news-media/press-releases/lpl-financial-welcomes-daniel-zacharias-to-decorum-wealth-management.html

Our explains the IPO process, reviews high-profile candidates, and provides context on potential market impacts. Read the latest: https://www.decorumwm.com/market-commentary

A small cash‑flow adjustment now can make a big difference later.
Mid‑year is the ideal time to review your spending, savings, and emergency fund to ensure everything still aligns with your goals for the rest of the year.
A quick financial “tune‑up” can help you stay organized and prepared for what’s ahead.

Halfway through the year is a great time to review your goals. Swipe through our carousel for quick tips to support your mid‑year financial check‑in.

https://www.decorumwm.com/contact-us

A new year brings new financial rules. Our latest blog highlights the key updates for 2026—tax brackets, retirement limits, Social Security, and more.

Learn what’s changing: https://www.decorumwm.com/blog/whats-new-for-your-money-in-2026-tax-brackets-retirement-limits-social