COVID-19 - Acumen Wealth Advisors

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.

Resources

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

Portfolio Management

19 July 2021

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

16 July 2021

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…

Acumen News

8 July 2021

Welcome Summer Intern Jake Mossing!

Our summer Finance Intern, Jake Mossing, is a rising senior at Florida State University (FSU) where he is currently pursuing…

Acumen News

4 July 2021

Happy Independence Day!

Acumen wishes you a safe and enjoyable time celebrating our nation’s independence with friends and family. We are thankful to…

Acumen News

1 July 2021

Katie Recognized One of Chattanooga’s 20 Under 40!

At age 23, Acumen’s Katie Sanchez is the youngest selected out of this year’s Times Free Press Chatter Magazine’s 2021…

Retirement

24 June 2021

Former Employees with Plan Assets are Still Plan Participants

Plan Sponsors should understand that terminated employees who left their account balance in your plan, are still considered participants…

Acumen News

20 June 2021

Happy Father’s Day!

Happy Father’s Day to all the amazing dads, uncles, brothers, grandfathers, mentors and role models in our lives!! Ready to…

Financial Planning

17 June 2021

Checklist: What Issues Should I Consider when Purchasing Long-Term Care Insurance?

Many of you may be contemplating your needs and options for LTC insurance. This can be a complicated analysis, dependent…

Acumen News

8 June 2021

Bryson Glover Joins Acumen Team as Private Client Relationship Manager

We are pleased to announce Bryson Glover has joined the Acumen team as a Private Client Relationship Manager. Bryson is…

Acumen News

2 June 2021

Katie Earns the Accredited Investment Fiduciary® (AIF®) Designation!

We are proud to announce Katie has earned the Accredited Investment Fiduciary® (AIF®) professional certification! AIF® designees demonstrate they have…