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.

Acumen’s Community Involvement

Fun Night Supporting the Kidney Foundation at Dare to Dance

We had a fantastic night watching the 15th Annual Dare to Dance event to raise needed funds for…

Business Owners

How to Design a Differentiating Benefits Package

RPAG Over the past couple of years, the so-called “Great Resignation” has led to an…

Acumen’s Community Involvement

Wonderful Night at the Chattanooga Zoo’s Banana Ball

It was an amazing night at the Chattanooga Zoo’s Banana Ball celebrating animals and learning…

Acumen News

Katie Attends Retirement Conference in San Diego

Katie learned a great deal at RPAG’s (Retirement Plan Advisory Group) annual conference this…

Acumen News

National 401k Day!

Planning for the future is important. Remember to check in on your nest egg today. We are happy to…

Acumen News

Acumen Hosts 1st Family Office Tour

We had a great time teaching the younger generation essential financial topics at our family…

Acumen News

Congratulations, Grant, for passing all three levels of the Chartered Financial Analyst® (CFA®) program!

We are proud to announce Grant Allen has successfully passed all three levels of the Chartered…

Acumen’s Market Insights & Commentaries

Q2 2022 Market Commentary

The first half of 2022 was difficult for financial markets. The S&P 500 was down 20.6% and the…

Retirement

Secure 2.0 Act

In 2019 the Setting Every Community Up for Retirement Enhancement (SECURE Act), changed tax…

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