We are committed to providing you information and resources in these evolving times. We have created this page containing important updates about what is happening with the market, economy and government during this time.

Below you will find resources for business owners and personal financial planning, along with Acumen’s market insights regarding COVID-19.


CARES Act Executive Summary by American Bankers Association (ABA)

CARES Act Guide for Small Business Owners

CARES Act for Retirement Plan Sponsors

11 Ways to Keep Your Cool in a Crazy Market

Market Timing: Time – Not Timing – is on Your Side

Weathering the Storm: Reacting to the Current Financial Climate

Working from Home Best Practices

News and Updates

Financial Planning

Biden’s Tax Proposal

Last week the House Ways and Means Committee released a draft of Biden’s proposed tax legislation.  Acumen’s team is diligently…


5 Tactics to Increase Retirement Plan Participation

Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it’s their…

Acumen News

Enjoy your Labor Day weekend!


Participant Corner: Back-to-school for Retirement Plans

RPAG provides advisors with a FINRA-reviewed and compliance ready participant communication piece every month. The Participant Corner can be white-labeled…

Acumen News

CFO David Wolfe Joins the Acumen Team!

Read more about david wolfe…


Participant Memo: Five Key Decisions for a Successful Retirement

Life is a series of decisions, and everyone has to live with the results of the decisions they make.

Acumen News

Acumen’s Grant Allen Passes CFA® Level 2 Exam!

Grant is working for the Chartered Financial Analyst® (CFA®) designation and has successfully passed Level One and Level Two!  The…

Real Estate

Housing Market: A Time to Pass or Time to Buy?

The pandemic has created a list of scarce items.  We continually hear about the latest shortage or backordered item on…

Acumen News

Congrats Bryson & Tori!

Acumen’s Private Client Relationship Manager, Bryson Glover, married Tori Brau this past weekend! It was the most beautiful ceremony followed…

Acumen News

Notre Dame MSBA David Barnes Joins Acumen!

We enjoyed having David Barnes intern with us during the winter of 2020-2021 and now we’re excited to announce he…

Portfolio Management

Why Are Bond Yields Dropping?

It has been a wild couple of weeks for U.S. Treasury bonds.  Because of this situation, we would like to…

Acumen News

YCAP Kids Visit the Zoo!

We had a great time hosting the YCAP kids at the Chattanooga Zoo! They got to feed the giraffes and…

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