Acumen Hosts 1st Family Office Tour

We had a great time teaching the younger generation essential financial topics at our family office event! The young men and women were engaged in learning about the basics of financial planning, portfolio management, cybersecurity, and fraud prevention and the importance of working with a fiduciary adviser. Thanks to everyone who participated!

Financial planning topics included:

Budgeting
Credit scores
Basics of taxes
Importance of saving and investing early
Roth vs traditional IRAs

Portfolio management concepts included:

Acumen’s investment research process
Trading and portfolio structure
Equity and bond markets
How we create our investment Strategy
Risk vs reward