Providing You With Information to Help You Make More Informed Financial Decisions

Acumen Wealth Advisors believes in the value and power of education. We routinely deliver relevant information, so you may make informed decisions on important financial matters. One of Acumen’s educational tools is our newsletter, Market Insights. We encourage you to sign up for Market Insights to stay up to date with changes in current economic conditions and learn more about our firm’s perspective and investment strategies.

Resources

3(21) and 3(38) Fiduciary Services

Plan sponsors are required by ERISA to provide an investment lineup for participants that has…

Cybersecurity

Recognizing Online Scams

As you know, protecting your assets and data is priority number one for our firm. But it’s also…

Cybersecurity

Tips for Preventing Fraud

While cybercrime and fraud are serious threats, you can take practical steps to protect your…

Resources

Retirement Plan Sponsors: Active vs. Passive Funds

The active versus passive (1) debate has been with us for a while. Generally, proponents of active…

Charitable

Donor Advised Funds by Schwab Charitable

A Better Way to Give A Schwab Charitable donor-advised fund account is a simple, tax-smart…

Resources

Signing up for Schwab

Easy, secure access Signing up for Schwab Alliance gives you access to your account information…

Acumen Commentaries

Q1 2023 Market Commentary

2022 Summary Last year was characterized by double digit price declines across major asset…

Acumen’s Community Involvement

Urban League of Chattanooga Celebrates 40 Years!

It was a great morning to celebrate the Urban League Chattanooga’s 40th Anniversary! CEO Candy…

Acumen’s Community Involvement

Hunter Museum’s Silent Auction at Spectrum a Success!

Amazing first night of Spectrum at the silent auction supporting the Hunter Museum of American…

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