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 Team Member News

Acumen’s Luke Johnson Passes CFA® Level 2 Exam!

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

Acumen News

Happy Holidays from Your Acumen Team!

From all of us at Acumen, we wish our clients, partners, and friends a season filled with joy,…

Education/College

529 Plan Impact on Financial Aid Eligibility

Updated FAFSA Application The Consolidated Appropriations Act of 2021 enacted changes in the…

Portfolio Management

Acumen’s Investment Objective: Understanding Risk

Acumen is dedicated to protecting our clients’ capital while growing their assets long-term. Our…

Acumen News

Acumen Attends Schwab Conference in San Francisco

🌟 We’re excited to share that five of our teammates had the opportunity to attend the Charles…

Acumen Commentaries

Election Implications

Last week, Donald Trump was re-elected for a second non-consecutive term to become the 47th…

Acumen News

GMO Conference in Boston

Reese Veltenaar, Grant Allen, and Luke Johnson had an onsite due diligence meeting with Acumen’s…

Acumen News

Holistiplan Tax Journey Seminar

Reese Veltenaar and David Wolfe recently attended Holistiplan’s “Tax Planning Journey Live” in…

Financial Planning

New Changes to Catch-Up Contributions

As October is coming to a close, we are awaiting the Internal Revenue Services’ (IRS)…

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