Acumen Wealth Advisors

20 Sep 2018

Forget Silicon Valley, these 7 cities are great for start-ups

This original article was written by Jimmy Im for CNBC. Cities like San Francisco and New York are magnets for entrepreneurs, but the competition among start-ups is tough and everything is expensive. So where else can you start a business in the U.S.? These seven cities across America are shining bright for start-ups. Cincinnati In Cincinnati, many young entrepreneurs are launching notable start-ups likeTilr, a hiring platform, and Lisnr, which provides device connectivity using sound waves and is ranked No. […]

18 Sep 2018

Cheryl Tynan Earns Certified Retirement Services Professional (CRSP®) Designation

After three years of required conferences, classes and experience, our Institutional Relationship Manager and Partner, Cheryl Tynan, is now a Certified Retirement Services Professional (CRSP®)!  She is a Cannon Honors Graduate in the Retirement Plan Services School curriculum earning her CRSP® with the American Bankers Association.  Cheryl scored 90% or better on each exam and passed her certification exam to graduate with honors in the top 10-13%.  We are super proud of Cheryl and her commitment it took to make […]

17 Sep 2018

Acumen Wealth Advisors & LAUNCH Chattanooga

Acumen was proud to be the After-Party sponsor for the 2nd Annual Launch Party to support new business owners in our community!  We were moved by Ternae Jordan, Jr’s incredible story of survival and perseverance and are so proud of the hard-working entrepreneurs.  LAUNCH is a great organization offering business training and resources for entrepreneurs.  www.launchchattanooga.org    

09 Sep 2018
07 Sep 2018

Millions of Workers Continue to Save for Retirement Through 401(k) Plans

The Investment Company Institute issued the following news release: The Investment Company Institute (ICI) is celebrating National 401(k) Day this week by highlighting the strength of 401(k) plans used by tens of millions of workers to save for their futures. “Our research shows that 401(k) plans are a popular choice for workers because they are a flexible, proven way to save for retirement,” said ICI Education Foundation (ICIEF) Vice President Christina Kilroy. “Workers value the features of 401(k) plans–such as […]

29 Aug 2018

Aretha Franklin left no will. Here’s why you should plan for your death.

This original article was written by Sarah O’Brien for CNBC. Here’s one celebrity trend you should avoid: having no will. Aretha Franklin, who died Thursday in her Detroit home after a long battle with pancreatic cancer, did not have one in place, according to published reports. She was 76. Her four sons on Tuesday filed a document with the Oakland County Probate Court in Michigan that lists themselves as interested parties in Franklin’s estate. A niece also asked the court […]

24 Aug 2018

Student Loan Repayment Program Update

This original article was written by RPAG at www.rpag.com On August 17, 2018, the IRS issued private letter ruling 201833012 (the PLR). The PLR addressed an individual plan sponsor’s desire to amend their retirement plan to include a program for employees that were making student loan repayments. The form of this benefit would be an employer non-elective contribution (SLR contribution). The design of the plan would result in matching contributions being available to participants equal to 5 percent of compensation […]

23 Jul 2018

Acumen Wealth Advisors 2Q 2018 Market Insights

Our views on fundamentals: The economic cycle continues, but the risks are intensifying. Unemployment continues to fall, which should drive up wages. Inflation should rise gradually. The global economy is growing everywhere but booming nowhere. Our views on markets: International and emerging market equities will likely outperform the U.S. Given their lower P/E multiples, domestic large cap value will likely perform similarly to domestic large cap growth going forward. We believe value stocks will outperform at the onset of the […]

20 Jul 2018

Lazard Due Diligence Meeting in Seoul, South Korea

Acumen Wealth Advisors manages our clients’ portfolio risk with prudent investment selection, due diligence, tactical asset allocation, and diversification. With our commitment to maintaining transparency and the highest standard of fiduciary responsibility, we conduct ongoing due diligence meetings of our money managers’ investment and operational practices. We believe continued research helps capitalize on opportunities to discuss the money managers’ market outlook and insight into how this outlook impacts the positioning of client portfolios. Our team held an onsite due diligence […]

19 Jul 2018

Acumen Ranked Top 30 Largest RIA Firm in State of Tennessee

Acumen Wealth Advisors has been ranked by InvestmentNews as one of the top 30 largest Registered Investment Advisers (RIA’s) in the State of Tennessee.  Our firm was also ranked in the top five for average relationship size.  Acumen has grown to $175 million in assets under management (AUM) in six and half years of business. Click HERE to see the rankings.