Acumen Wealth Advisors

12 Nov 2018

Acumen Honors Veterans

On this Veterans Day, Acumen Wealth Advisors is grateful to our fellow Americans for their service.  We honor the sacrifices made by veterans’ past and present.  Tom Blewett, Acumen’s treasurer, served in the United States Navy and attended radioman school.  He was assigned to the Navy Transmitter Site in the Philippines and Operation Deep Freeze at McMurdo Station, Antarctica. We are forever grateful to Tom and all the veterans who have served.       

06 Nov 2018

Election and Reaction of Market Up in Air

Both the election and the reaction of the market remains up in the air as voters turn out in record numbers.  Interesting Fact: from a historical perspective, markets have done better in republican control and the economy has done better under democrat control.   Additional Disclosure: The S&P 500 Index is widely regarded as the best single gauge of the U.S. equities market. The index includes a representative sample of 500 leading companies in leading industries of the U.S. economy. […]

05 Nov 2018

Acumen Supports the Kidney Foundation

Acumen was proud to support the Kidney Foundation’s annual Dare to Dance competition!  The Kidney Foundation of Greater Chattanooga is a non-profit health organization dedicated to improving the lives of those afflicted with kidney disease.  Their mission is to provide help and information to those affected by kidney disease with a vision to be the leading resource of kidney related support in the Greater Chattanooga area including patient assistance, education, awareness, and prevention to improve the community’s quality of life.

21 Oct 2018

Calling a Brunt by Wesley Flatt, CFA®, Acumen’s Portfolio Analyst

This article was written by Wesley Flatt, CFA®, Portfolio Analyst with Acumen Wealth Advisors Timing is the hardest part of the stock market.  Calling the bottom of any correction is never easy, but Acumen is using one of the indicators used by CMTs (Certified Market Technicians) to call a “brunt.”  According to CMT’s indicator, the brunt of this correction is behind us.  The indicator is called a “Swing Low” which happens when an index closes higher than the highest point […]

18 Oct 2018

Acumen’s Q3 2018 Market Insights

One of the challenges of investment management has always been filtering out the ‘noise’ and focusing on important economic and market issues.  This challenge is exacerbated by the fact we are living in an incredibly noisy time.  One issue to review is the trade talks.  While the nitty-gritty of trade is important for investors, it is always useful to keep in mind what is happening with economic fundamentals.  U.S. growth is still strong and there is no sign trade tensions […]

16 Oct 2018

Acumen Launches Branded Tamarac Client Portal App, New Website Coming Soon

Acumen Wealth Advisors has created a customized mobile app for our clients to access their AcuTrac Client Portal powered by Tamaracconveniently and securely anytime.  We can engage with our clients on their iPhone and Android devices to share financial data including their client-facing dashboard, portfolio reports, net worth updates, budgeting tools, access to documents via their digital document vault, and the ability to easily contact Acumen team members.  The mobile app automatically ports over all the existing client portal settings […]

15 Oct 2018

Intern JP Arnold’s Research on Accurately Assessing Client Risk Tolerance

Accurately assessing a client’s risk tolerance is important for a wealth management firm to appropriately identify an appropriate portfolio for its clients.  Currently, Acumen Wealth Advisors performs this process through a highly personal and familiar approach.  Each question is tailored to the client and delivered through conversation, so the clients may be at ease and answer honestly.  It is important to understand how risk works and how people react to it, so our team may employ the best possible method […]

11 Oct 2018

Acumen Commentary on Recent Market Volatility as of October 10th, 2018

The headline in the Washington Post on October 10, 2018 reads “U.S. markets drop sharply as investors are spooked by rising rates”.  When seeing large point movements in the market indices, remember it is important to think in percentages rather than points.  The 832-point drop is a 3.15% decline in the Dow.  The Dow’s biggest one-day percentage loss was the 22.6% Black Monday crash on October 19, 1987.  In point terms, that was “only” 508 points.  In second place, the Dow […]

09 Oct 2018

Jerome Teams with the Real Men Wear Pink Campaign to Support the American Cancer Society (ACS)

Jerome is proud and honored to team with the American Cancer Society (ACS) for their local Real Men Wear Pink campaign.  During the month of October, he will be raising funds to aid in the fight against breast cancer, the most common cancer diagnosed in women and second only to lung cancer as a cause of cancer death in women. “When I think of all the amazing women who have helped me get to the point in life  I am […]

08 Oct 2018

Make this estate planning move right now

This original article was written by Bill Bischoff for MarketWatch. With today’s relatively generous $11.18 million federal estate tax exemption, estate planning is only a concern for the rich. Right? Wrong! In fact, regardless of your income or net worth, there’s one estate planning move you should probably make right now: check the beneficiary designations for your life insurance policies, bank accounts, brokerage firm accounts, retirement accounts, and so forth. If you’ve not yet turned in the proper forms to designate beneficiaries, […]