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

Acumen’s Market Insights & Commentaries

Q1 2021 Market Commentary

First Quarter Recap The first quarter brought political change and increased optimism that reprieve from the global pandemic is within…

Retirement

Are You Ready for an Audit?

Several events can trigger a DOL or IRS audit, such as employee complaints or self-reporting under the annual submission of…

Acumen News

Easter Greetings!

Our team at Acumen wishes you a very Happy Easter!  May this holiday help you focus on the beauty of…

Retirement

Three Tax Tips as You Approach or Begin Retirement

Retirement is a whole new phase of life. You’ll experience many new things, and you’ll leave others behind – but…

Economy

What’s in the $1.9 Trillion American Rescue Plan Act (ARPA)?

The American Rescue Plan Act of 2021 (ARPA) was signed into law on March 11, 2021. This $1.9 trillion stimulus…

Acumen News

Welcome Jill Green to Acumen!

We are happy to announce Jill Green has partnered with Acumen Wealth Advisors as a Real Estate Strategist! She serves…

Acumen’s Market Insights & Commentaries

The Big Case for Single-family Real Estate

When considering real estate as an investment, there are two predominant questions to consider.  What is the best TYPE…

Acumen News

Welcome to the team Ryan Walker!

We are thrilled to have UTC graduate Ryan Walker join our team as a Portfolio Analyst! Ryan is accountable for…

Acumen’s Market Insights & Commentaries

Special Purpose Acquisition Companies (SPACs)

I.  What is a SPAC? A Special Purpose Acquisition Company (SPAC) is a shell company with no actual commercial operations…

Personal Finance

America Saves Week: Save as a Family

Did you learn what you needed to know about money as a child, from your parents, other adult role models,…

Personal Finance

America Saves Week: Save by Reducing Debt

It’s Day Four of America Saves Week, and here’s the ONE take away you need to know as you consider…

Personal Finance

America Saves Week: Save to Retire

Many of us have thought about retirement. You may already be saving for it, which is excellent. But have…

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