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’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…


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…


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…

Acumen News

Enjoy your Labor Day weekend!


Participant Corner: Back-to-school for Retirement Plans

RPAG provides advisors with a FINRA-reviewed and compliance ready participant communication piece every month. The Participant Corner can be white-labeled…

Acumen News

CFO David Wolfe Joins the Acumen Team!

Read more about david wolfe…


Participant Memo: Five Key Decisions for a Successful Retirement

Life is a series of decisions, and everyone has to live with the results of the decisions they make.

Acumen News

Acumen’s Grant Allen Passes CFA® Level 2 Exam!

Grant is working for the Chartered Financial Analyst® (CFA®) designation and has successfully passed Level One and Level Two!  The…

Real Estate

Housing Market: A Time to Pass or Time to Buy?

The pandemic has created a list of scarce items.  We continually hear about the latest shortage or backordered item on…

Acumen News

Congrats Bryson & Tori!

Acumen’s Private Client Relationship Manager, Bryson Glover, married Tori Brau this past weekend! It was the most beautiful ceremony followed…