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

Notre Dame MSBA David Barnes Joins Acumen!

We enjoyed having David Barnes intern with us during the winter of 2020-2021 and now we’re excited to announce he…

Portfolio Management

Why Are Bond Yields Dropping?

It has been a wild couple of weeks for U.S. Treasury bonds.  Because of this situation, we would like to…

Acumen News

YCAP Kids Visit the Zoo!

We had a great time hosting the YCAP kids at the Chattanooga Zoo! They got to feed the giraffes and…

Acumen News

FSU Finance Intern Jake Mossing Joins Acumen this Summer!

Our summer Finance Intern, Jake Mossing, is a rising senior at Florida State University (FSU) where he is currently pursuing…

Acumen News

Happy Independence Day!

Acumen wishes you a safe and enjoyable time celebrating our nation’s independence with friends and family. We are thankful to…

Acumen News

Katie Recognized One of Chattanooga’s 20 Under 40!

At age 23, Acumen’s Katie Sanchez is the youngest selected out of this year’s Times Free Press Chatter Magazine’s 2021…

Retirement

Former Employees with Plan Assets are Still Plan Participants

Plan Sponsors should understand that terminated employees who left their account balance in your plan, are still considered participants…

Acumen News

Happy Father’s Day!

Happy Father’s Day to all the amazing dads, uncles, brothers, grandfathers, mentors and role models in our lives!! Ready to…

Financial Planning

Checklist: What Issues Should I Consider when Purchasing Long-Term Care Insurance?

Many of you may be contemplating your needs and options for LTC insurance. This can be a complicated analysis, dependent…

Acumen News

Bryson Glover Joins Acumen Team as Private Client Relationship Manager

We are pleased to announce Bryson Glover has joined the Acumen team as a Private Client Relationship Manager. Bryson is…

Acumen News

Katie Earns the Accredited Investment Fiduciary® (AIF®) Designation!

We are proud to announce Katie has earned the Accredited Investment Fiduciary® (AIF®) professional certification!  AIF® designees demonstrate they have…

Acumen News

Honoring our Heros this Memorial Day!

Memorial Day is a day to remember and honor those who bravely fought and died for our country.  From our…