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 News

Acumen Holds Participant Education Meetings for 401K Clients in Texas

Acumen shares investment related responsibilities as a co-fiduciary for plan investment decisions…

Fiduciary

401K Plan Sponsor: Public Sector Fiduciaries and Their Responsibilities

Fiduciaries are responsible for the management of employee retirement plans in many regards,…

Acumen’s Community Involvement

Acumen Sponsors Chattanooga Zoo’s Banana Ball

Acumen was proud to sponsor the Chattanooga Zoo’s Banana Ball event Saturday!  All proceeds…

Acumen News

Acumen’s Grant Allen Passes CFA® Level I Exam

Grant is working for the Chartered Financial Analyst® (CFA®) designation and has successfully…

Retirement Plan Sponsors

Four Ways to Increase Employee Retirement Contributions

National 401(k) day is designated each year coming up this Friday, September 6th as a day for…

Acumen News

Acumen Attends JP Morgan’s 2019 Defined Contribution Summit in NYC

The summit panels discussed best practices within the retirement industry on July 16 & 17,…

Business Owners

401K Plan Sponsors: Effective Employee Education

Fiduciary duty requires you to provide your employees and participants with educational…

Retirement

401K Update: SECURE Act – Helping Americans Save for Retirement

Americans are not saving enough for retirement. To address this issue, a new…

Education/College

Helping Families Guide their New Grads to Financial Success

This spring, millions of college graduates will exit the stage with diplomas in hand to embark on…

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