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’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…

Taxes

50 Interesting and Fun Facts to Lighten Up Tax Time

In light of Tax Day arriving in a couple days, we thought you might enjoy this article we found…

Acumen’s Community Involvement

Acumen Sponsors Believe Bash to Support Children’s Hospital at Erlanger

Acumen was proud to help support the Children’s Hospital at Erlanger and had a great night at the…

Acumen’s Community Involvement

Acumen’s Reese Veltenaar Teaches 2nd Graders Financial Topics

Acumen’s Managing Partner, Reese Veltenaar, had a great time teaching 2nd graders about important…

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