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.

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’s Market Insights & Commentaries

Q1 2023 Market Commentary

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

Financial Planning

Consolidated Appropriations Act of 2023

President Biden signed the $1.7 trillion Consolidated Appropriations Act of 2023 late last week….

Financial Planning

Medicare Premiums and Income Levels

Many Medicare beneficiaries are surprised by their high Medicare premiums whether they are an…

Financial Planning

Inherited IRA Planning

The 2019 SECURE Act updated rules previously allowing inherited IRA distributions to be extended…

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…

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