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

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…

Financial Planning

Flowchart: Pay Stub Review 2021

A pay stub is a valuable source of information when building financial models and evaluating cash flow. It provides insight…

Financial Planning

Checklist: How Might President Biden’s Tax Plan Affect Me?

This checklist can help guide your conversations regarding the highlights of President Biden’s tax plan. Please take a look at…

Acumen’s Community Involvement

Hunter Museum’s Summer Exhibit: Power, Passion & Pose

It was a beautiful night celebrating the opening of “Power, Passion & Pose: Photographs by Ken Browar and Deborah Ory.”…

Acumen’s Community Involvement

Great Night Supporting the Chattanooga Zoo at Spirits in the Wild!

It was a fantastic night visiting with old friends and seeing the animals at Spirits in the Wild! The food…

Acumen’s Community Involvement

We had a great day at Boulé Scholarship Golf Classic!

It was a beautiful today for a golf tournament and Acumen was proud to be a sponsor for the 6th…

Financial Planning

Checklist: As a High-Income Taxpayer, How Might President Biden’s Tax Plan Affect Me? 2021

President Biden’s administration has outlined a tax policy built upon the agenda introduced during his campaign. Biden’s tax plan focuses…

Acumen News

Happy Mother’s Day!

Today we honor and celebrate all the special women in our lives – mothers, grandmothers, mother-in-laws, sisters, aunts, friends, caregivers,…

Financial Planning

Flowchart: Do I Need to Start Making Estimated Federal Income Tax Payments for 2021?

Income tax planning is critical to solid financial planning. Navigating our complicated federal pay-as-you go income tax system can be…

Retirement

Four Basic Steps for a Successful Retirement

We know that most plan participants are not financial experts, and that can make planning for retirement difficult. Fortunately, there…