Acumen Hosts 1st Family Office Tour
August 12, 2022
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
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