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

Our Team Makes Meals at the Ronald McDonald House

Some members of our Acumen team had a wonderful time preparing a meal for the families staying at the Ronald…

Acumen News

Grant & Ryan Attend GMO Conference & Hold Due Diligence Meeting

Acumen Wealth Advisors manages our clients’ portfolio risk with prudent investment selection, due diligence, tactical asset allocation, and diversification. With…

Acumen News

Thank You to Our Veterans!

Happy Veterans Day to the men and women of our armed forces. We owe you our thanks, and more importantly,…

Financial Planning

Flip Flopping Tax Proposals as of Nov 4th

The September 13th tax proposal included numerous tax changes that could directly impact many of our clients.  The Build Back…

Acumen News

Ryan Walker Passes all Three Levels of the CFA® Program

We are proud to announce Ryan Walker has successfully passed all three levels of the Chartered Financial Analyst® (CFA®) Program!…

Acumen’s Market Insights & Commentaries

Roth Conversions Under Fire

Debate continues in Washington over the proposed tax changes contained in the Build Back Better Act and the Bipartisan Infrastructure…

Retirement

Generational Influences and Behavioral Finance

Understanding generational attitudes toward investing and the cognitive biases that can lead participants astray is key to helping employees…

Acumen’s Market Insights & Commentaries

Q3 2021 Market Commentary

Date as of 09/30/2021 During the last 18 months, we have become accustomed to pessimistic narratives.  And, while the third…

Retirement

Participant Corner: Are You Sabotaging Your Retirement?

Saving for retirement can be intimidating, but it doesn’t have to be. Finding reasons not to contribute to your retirement…

Acumen News

Great Team Building Day!

We always enjoy the opportunity to get together for team building and professional development.  We spent a full day learning…

Financial Planning

Biden’s Tax Proposal

Last week the House Ways and Means Committee released a draft of Biden’s proposed tax legislation.  Acumen’s team is diligently…

Retirement

5 Tactics to Increase Retirement Plan Participation

Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it’s their…