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401K Plan Sponsors: Effective Employee Education

Fiduciary duty requires you to provide your employees and participants with educational opportunities so they can make informed investment decisions.  It’s not always easy to …

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Acumen’s Q2 2019 Commentary on the Equity Market

Despite being the longest expansion on record, the S&P 500 has risen approximately 20% as of July 15, 2019. This market movement upward comes on …

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Acumen has Workshop with Advanced Philanthropy Partners to Discuss Our Firm’s Charitable Goals

We had a fantastic meeting today with Advanced Philanthropy Partners and our whole team (not all made the photo opp) to discuss our firm’s philanthropic …

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Acumen Attends Envestnet Tamarac Summit in Austin

Conferences are always a great learning experience because even though you may already be implementing certain best practices and strategies for your clients, there’s always another …

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Happy Independence Day!

Acumen wishes you a great time celebrating our nation’s independence! We are thankful to the dedication of our military for the freedom we enjoy.  Happy …

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Acumen Holds Due Diligence Meetings in NYC with Lazard Asset Management

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

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401K Plan Sponsors: 6 Steps to Keep Plan Assets Safe

Cyber fraud is a growing concern globally. Individuals are typically very careful to keep their bank account and email authentication information safe, but they aren’t …

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Acumen Takes YCAP Kids to Zoo, Pool & Museum

We had a really great day with the YMCA YCAP Chattanooga kids at the Chattanooga Zoo with lunch and swimming at the Warner Park pool.  …

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401K Update: SECURE Act – Helping Americans Save for Retirement

Americans are not saving enough for retirement. To address this issue, a new retirement-related bill is making its way through Congress, The Setting Every Community …

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401K Plan Sponsors: Hopefully DOL’s New Fiduciary Rule & SEC’s Best Interests Rule Will Intersect

This past March, almost 10 years after the “new” Fiduciary and Best Interest Contract (BIC) rules were first proposed, the Fifth Circuit of the U.S. …

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Happy Father’s Day!

Today we honor and celebrate all the special men in our lives – fathers, grandfathers, fathers-in-law, brothers, uncles, friends, and mentors, who give us guidance …

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Acumen Team & Friends Tour YMCA’S YCAP Program

The Acumen team along with some good friends thoroughly enjoyed touring the YMCA’s YCAP facilities and meeting some of the kids recently.  A special thank …

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401K Plan Sponsors: Don’t Let Your 401K Plan Turn from Benefit to Liability

Posted on October 31, 2018 by RPAG’s retirementtimesnewsletter A plan checkup should include a review of your plan documents and communications. A comprehensive review will confirm …

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Chattanooga Zoo’s Spirits in the Wild Great Night with Sell-Out Crowd

Our team enjoyed a fun night at the Chattanooga Zoo’s Spirits in the Wild with  a sell-out crowd of over 1,000 guests eating, dancing, and …

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Acumen’s Arie Veltenaar Joins YMCA’s YCAP Board

We are happy to announce Acumen’s Arie Veltenaar has joined the YMCA’s YCAP (Community Action Project) Board.  YCAP is an early intervention and prevention program …

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UVA’s Miller Center Hosts Presidential Ideas Festival May 21-23, 2019

Presidential Ideas Festival The University of Virginia’s Miller Center recognizes understanding the governing challenges of the past can help solve policy solutions for the future.  …

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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, and mentors, who support and …

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Helping Families Guide their New Grads to Financial Success

This spring, millions of college graduates will exit the stage with diplomas in hand to embark on careers; and for some, financial independence. But financial …

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Acumen Market Insights: Importance of EPS & PE Ratio

The two most commonly reported numbers measuring a company’s performance each quarter are Sales and Earnings Per Share (EPS) also known as the top and …

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Easter Greetings!

Our team at Acumen wishes our clients and partners a very Happy Easter!  May this holiday bring you together for a celebration filled with lots …

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Acumen Quarterly Market Insights: Q1 2019

Acumen Wealth approached the first quarter of 2019 with caution.  Having lowered equity exposure early in October, our position is to listen closely to the …

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Acumen Milestone Reached: $200 million in Assets Under Management (AUM)

Acumen Wealth Advisors is proud to announce our firm recently achieved an important milestone.  As of April 15th, 2019, our client assets under management (AUM) …

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50 Interesting and Fun Facts to Lighten Up Tax Time

In light of Tax Day arriving in a couple days, we thought you might enjoy this article we found with some interesting facts about taxes …

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Gloves up for Grayson: Climbing to a Cure for Alexander Disease

We had such a fun time at our first live boxing match Saturday night.  We enjoyed watching YMCA YCAP kids and Roger “TheHitman” Hilley go …

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Acumen Sponsors Believe Bash to Support Children’s Hospital at Erlanger

Acumen was proud to help support the Children’s Hospital at Erlanger and had a great night at the Believe Bash 2019!  Proceeds from this year’s …

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Travel: The 20 Best Places to Go in 2019

By Allana Akhtar, Shaina Mishkin, Prachi Bhardwaj, and Kaitlin Mulhere March 4, 2019 We analyzed 43,706 data points to find vacations that provide the best value. http://money.com/money/longform/best-places-to-travel-2019/ Paying for your …

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Chattanooga Zoo Holds Groundbreaking Ceremony for Giraffes

We enjoyed attending the official groundbreaking ceremony for phase I of the African Expansion project at the Chattanooga Zoo.  We are so excited the zoo …

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U.S. Citizens Will Need to Register to Travel to Europe Starting in 2021

By Lyndsey Matthews 3.8.2019 Americans will need an ETIAS travel authorization to visit European countries such as Germany starting in 2021. Here’s what you need …

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Acumen Market Insights: Consider Timing Your Distributions with Market Upswings

The market rebound, since the first of the year, is a welcome reprieve from the significant pullback it experienced at the end of last year.  …

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Acumen’s Reese Veltenaar Teaches 2nd Graders Financial Topics

Acumen’s Managing Partner, Reese Veltenaar, had a great time teaching 2nd graders about important financial matters recently.  The kids enjoyed learning many things including: how …

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America Saves Week: 6 Fun Ways to Save As a Family

6 Fun Ways to Save As a Family By Janet Alvarez, WiseBread.com  Meeting financial goals as a family can be challenging. But inspiring your family …

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America Saves Week: Saving and Reducing Debt Automatically

Did you know that the easiest and most effective way to save is automatically? Saving automatically is at the heart of America Saves Week. And, it’s how …

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Acumen Wealth Advisors Recognized by the University of Florida as one of the Fastest-Growing Gator-Led Companies in the World

CHATTANOOGA, TN – Acumen Wealth Advisors, LLC® was named to the University of Florida’s Gator100 during a ceremony at UF’s J. Wayne Reitz Union Grand …

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America Saves Week: 3 Ways to Give Your Savings Account a Little Boost

3 Ways to Give Your Savings Account a Little Boost By Tammy Bruzon, America Saves Digital Engagement Strategist What does “saving the extra” mean to …

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America Saves Week is Here!

America Saves Week is an annual event to encourage more Americans to save effectively.  It’s about more than helping Americans understand the importance of saving …

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Acumen Honors the Leaders of our Country this Presidents Day

“A primary object should be the education of our youth in the science of government.  In a republic, what species of knowledge can be equally …

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Chattanooga’s Entrepreneurial Spirit Keeps Shining: How CHA Attracted Gary Vaynerchuk, Steve Case and $2 Billion in Startup Exits

This motivated city is becoming the progressive, risk-taking capital of the Southeast. By Jeff BarrettCEO, Barrett Digital@barrettall  Inc.com Article   Two hours between Nashville and Atlanta …

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Signal Mountain Lions Club Serves Veterans & Presents Two Checks for “We Serve”

The Signal Mountain Lions Club prepared and served breakfast at the Bachman Center for the military veterans around Signal Mountain last Saturday morning, February 9th. …

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State of the System Address by Hamilton County Superintendent Dr. Bryan Johnson

We were impressed with Dr. Johnson’s presentation last night sharing HCDE’s recent successes, challenges, and plans for the future.   We appreciate their intentional planning for …

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401K: Changing Rules for Hardship Withdrawals

A Reminder about the Changing Rules for Hardship Withdrawals The opportunities to take in-service distributions from retirement plans are limited prior to age 59½. An …

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Acumen Wealth Advisors Hires Portfolio Analyst, CFA®

Two-time NCAA, SEC Champion and Mensa member joins Chattanooga-based financial planning firm CHATTANOOGA, TN January 24, 2019 – Acumen Wealth Advisors, LLC® is pleased to …

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Acumen Launches New Website

Photo: StudioLemon Web & Design Team Ray Van der Meulen & Charlie van der Zwan We are excited to announce the launch of our brand-new website …

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Acumen’s Market Insights Commentary: Q4 2018

To say U.S. stocks hit a rough patch in the fourth quarter of 2018 is no exaggeration.  From October to late December, the S&P 500 …

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Acumen’s Jerome You Joins Northside Neighborhood House Board

We are happy to announce Acumen’s, Jerome You, will be joining the 2019 Northside Neighborhood House (NNH) Board. NNH was founded in 1924 by Mrs. …

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Hamilton County Schools: “Accelerating Our Focus in the New Year”

Acumen realizes the importance of a good education.  It has the power to change lives.  Our firm is committed to investing in and supporting schools …

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Happy New Year from Acumen Wealth Advisors!

Wishing our clients, partners, and friends every day of the new year to be filled with success, happiness and prosperity.  Happy New Year! “Learn from yesterday, …

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Merry Christmas from Acumen Wealth Advisors

We are immensely grateful for our clients and our community.  From our family to yours, we wish you a holiday filled with love, happiness and …

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Acumen’s Tom Blewett Actively Volunteers with the Lions Club

Acumen’s treasurer, Tom Blewett, has been active with the Signal Mountain Lions Club for over five years.  The service club volunteers for many projects in …

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Chattanooga Zoo African Expansion

Our team had a great opportunity to be up close with a few Zoo animals including this python at a friend’s home to learn more …

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Hunter Museum String Theory Concert

We attended our first String Theory concert at the Hunter Museum of American Art. It was truly amazing with Grammy award winning guitarist Jason Vieaux and French-born bandoneon …

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Acumen Celebrates the Holidays

We had a great evening celebrating the holiday season with our team and wonderful friends. Thank you to all who made it so special including …

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First Solar-Powered U.S. Airport in Chattanooga – City Once Called ‘Dirtiest’

By Anita Sharpe and Michael Sasso‎       December‎ ‎5‎, ‎2018‎ ‎12‎:‎23‎ ‎PM‎ ‎EST Updated on ‎December‎ ‎5‎, ‎2018‎ ‎2‎:‎31‎ ‎PM‎ ‎EST In what could signal …

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Acumen Invests in StrengthsFinders Training

Acumen Wealth Advisors believes in the importance of focusing on continual growth and development for each member on our team.  Recently, we invested in 12 …

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Acumen Proud to be Spectrum 2018 Red Carpet Sponsor for Hunter Museum

Acumen was proud to be the Spectrum 2018 Red Carpet sponsor to support the Hunter Museum of American Art.  A big thank you to the …

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Jerome’s Real Men Wear Pink Campaign Results

Congratulations to Acumen’s Jerome You for raising $2,500 to support the American Cancer Society (ACS) during the local Real Men Wear Pink campaign in October! …

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Acumen Honors Veterans

On this Veterans Day, Acumen Wealth Advisors is grateful to our fellow Americans for their service.  We honor the sacrifices made by veterans’ past and present. …

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Acumen Market Insights: Election and Reaction of Market Up in Air

Both the election and the reaction of the market remains up in the air as voters turn out in record numbers.  Interesting Fact: from a …

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Acumen Supports the Kidney Foundation

Acumen was proud to support the Kidney Foundation’s annual Dare to Dance competition!  The Kidney Foundation of Greater Chattanooga is a non-profit health organization dedicated …

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Acumen Market Insights: Calling a Brunt

Timing is the hardest part of the stock market.  Calling the bottom of any correction is never easy, but Acumen is using one of the …

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Acumen’s Q3 2018 Market Insights Commentary

One of the challenges of investment management has always been filtering out the ‘noise’ and focusing on important economic and market issues.  This challenge is …

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Acumen Launches Branded Tamarac Client Portal App, New Website Coming Soon

Acumen Wealth Advisors has created a customized mobile app for our clients to access their AcuTrac Client Portal powered by Tamaracconveniently and securely anytime.  We …

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Intern JP Arnold’s Research on Accurately Assessing Client Risk Tolerance

Accurately assessing a client’s risk tolerance is important for a wealth management firm to appropriately identify an appropriate portfolio for its clients.  Currently, Acumen Wealth …

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Market Insights: Acumen’s Commentary on Recent Market Volatility as of 10.10.18

The headline in the Washington Post on October 10, 2018 reads “U.S. markets drop sharply as investors are spooked by rising rates”.  When seeing large point …

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Jerome Teams with the Real Men Wear Pink Campaign to Support the American Cancer Society (ACS)

Jerome is proud and honored to team with the American Cancer Society (ACS) for their local Real Men Wear Pink campaign.  During the month of …

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Make this estate planning move right now

This original article was written by Bill Bischoff for MarketWatch. With today’s relatively generous $11.18 million federal estate tax exemption, estate planning is only a concern for …

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When Did You First Realize You Were Wealthy?

When did you first realize you were wealthy? originally appeared on Quora – the place to gain and share knowledge, empowering people to learn from …

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Acumen Sponsors MEF’s 10th Annual Celebration for Education

Acumen was proud to sponsor the Mountain Education Foundation’s 10th Annual Celebration for Education to support Signal Mountain’s public schools. We were so honored to have …

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Forget Silicon Valley, these 7 cities are great for start-ups

This original article was written by Jimmy Im for CNBC. Cities like San Francisco and New York are magnets for entrepreneurs, but the competition among …

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Cheryl Tynan Earns Certified Retirement Services Professional (CRSP®) Designation

After three years of required conferences, classes and experience, our Institutional Relationship Manager and Partner, Cheryl Tynan, is now a Certified Retirement Services Professional (CRSP®)!  …

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Acumen Sponsors 2nd Annual LAUNCH Party

Acumen was proud to be the After-Party sponsor for the 2nd Annual Launch Party to support new business owners in our community!  We were moved …

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Millions of Workers Continue to Save for Retirement Through 401(k) Plans

The Investment Company Institute issued the following news release: The Investment Company Institute (ICI) is celebrating National 401(k) Day this week by highlighting the strength …

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Aretha Franklin left no will. Here’s why you should plan for your death.

This original article was written by Sarah O’Brien for CNBC. Here’s one celebrity trend you should avoid: having no will. Aretha Franklin, who died Thursday …

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Student Loan Repayment Program Update

This original article was written by RPAG at www.rpag.com On August 17, 2018, the IRS issued private letter ruling 201833012 (the PLR). The PLR addressed …

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Acumen’s Q2 2018 Market Insights Commentary

Our views on fundamentals: The economic cycle continues, but the risks are intensifying. Unemployment continues to fall, which should drive up wages. Inflation should rise …

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Lazard Due Diligence Meeting in Seoul, South Korea

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

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Acumen Ranked Top 30 Largest RIA Firm in State of Tennessee

Acumen Wealth Advisors has been ranked by InvestmentNews as one of the top 30 largest Registered Investment Advisers (RIA’s) in the State of Tennessee.  Our firm was …

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For Your Life: Amy’s Favorite Summer Recipe

When Amy Stone, our Chief Operations and Compliance Officer, isn’t working hard in our office, she enjoys gardening and cooking for her family.   Amy has …

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Welcome Summer Intern Jesudhas “JP” Arnold to the Acumen Team

We are pleased to announce JP has joined our team for a 12-week internship this summer.  A native of Bangalore, India, JP is studying Economics …

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Acumen Market Insights: Our Perspective on Increasing Trade Tensions

The mounting trade tensions between the United States and our trading partners have significantly increased the volatility of global markets. My recent experience meeting with …

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Acumen’s Thoughts on Trade Policies

While traveling in Asia to learn more about international investing, one can’t help but wonder if the recent trade policies could come back to bite …

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Acumen’s Thoughts on Client Service Experience

As we travel throughout Asia for both business and pleasure, we are reminded of the importance of service. Service can make or break an experience. …

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Employment in Retail Trade

The term “Retail Apocalypse” focuses on store closures and job losses implying jobs are being destroyed at an alarming rate. But, data suggests otherwise. As …

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The HCDE’s Opportunity Zone 1st Outstanding Parent Awards Dinner

Acumen was proud to be a sponsor for HCDE’s Opportunity Zone 1st Outstanding Parent Awards Dinner recently.  It is evident when parents are involved, schools …

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What’s Next for Emerging Markets

Interestingly, one of our preferred large cap managers published a commentary on emerging market investing.  Acumen Wealth Advisors agrees with his stance of global diversification.  …

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These behavioral hacks can help you build your savings

This original article was written by Jean Chatzky for CNBC Set it and forget it Automate, automate, automate, said Kit Yarrow, consumer psychologist and author of …

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7 Financial Slip-Ups That Can Crush Your Dreams of Retiring Comfortably

This original article was written by KATHLEEN COXWELL for The Penny Hoarder. Preparing for your retirement may not always feel like the most important thing on …

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5 Inherited IRA Mistakes That Will Destroy Your Inheritance

This original article was written by David Rae at Forbes.   Let’s be honest. Stress doesn’t help us make smart financial decisions. I think it’s fair to …

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How Not to Run Out of Money in Retirement

This orginal articel was written by Liz Weston fro Yahoo. Americans aren’t terrific at saving for retirement. Many are even worse when it comes to figuring …

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It’s Official: Millennials Are Going Into Debt Over Their Social Lives

This story originally appeared on LearnVest as “Are Your Friends Causing You to Go Into Debt?“   We all have those friends (or random social …

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Acumen Wealth Advisors Speak to the Tennessee Society of Certified Public Accountants

Reese Veltenaar and Beth Tremaine of Acumen Wealth Advisors highlighted the importance of financial advisors and accountants working together to benefit clients to nearly 200 …

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Welcome Julie McLain to the Acumen Team

Acumen Wealth Advisors Hires Private Client Relationship Manager CHATTANOOGA, TN April 18, 2018 – Acumen Wealth Advisors, LLC®, an independent fee-based asset management and financial …

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For Your Life: “How to Live Life without Major Regrets; 8 Lessons from Older Americans” by A. Pawlowski

No regrets, you swear to yourself as you move through life. But the daily grind and the end of another year may make you wonder: Am …

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Acumen Wealth Advisors Q1 2018 Market Insights Commentary

As the first quarter of 2018 came to a close, one theme tops the minds of investors: the return of volatility. Over the course of …

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New 2018 Tax Law Changes

Acumen Wealth Advisors believes educating our clients is a priority.  Our team works together with our clients’ CPAs to implement tax efficiencies and deploy unified …

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Significant Changes in 529 Plan Rules May Benefit Families

The new tax law passed at the end of 2017 included a provision to allow families to pay up to $10,000 per child of K-12 …

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This Is the Simplest, Most Successful Way to Save Enough Money for Retirement

This original article was written by Walter Updegrave for Time. Your nest egg is made up of two component parts: the contributions you diligently make to …

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7 Financial Slip-Ups That Can Crush Your Dreams of Retiring Comfortably

This original article was written by KATHLEEN COXWELLfor the Penny Hoarder. Preparing for your retirement may not always feel like the most important thing on …

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What’s the Difference Between a Tax Credit, Tax Deduction, and Tax Exemption?

This original post was written by Martha C. White for Time. Are you taking all the tax breaks you’re entitled to? Experts say you might …

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Working Longer Works Better Than Saving More Money for Retirement

Those saving for retirement would be better off working longer than just bumping up their savings rate by one percentage point, according to the authors …

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Retirement scores rising, Americans finally getting it

Americans’ retirement savings are in the best shape they’ve been in more than a decade. So says a survey by Fidelity Investments, which looked at …

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Why Women Entrepreneurs Over 50 Hold the Aces

This original article was written by  Kerry Hannon for Next Avenue. This is not a how-to column for women over 50 who want to start their …

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How To Set Up A College Fund For Your Grandchildren, Even If They Aren’t Born Yet

This original article was written by Nancy L. Anderson , Forbes. If your kids are all grown up, you may be starting to think about grandchildren. …

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4 Charitable Giving Tips From Warren Buffett

This original article was written by Allison Kade for Forbes.   We’re big fans of legendary investor Warren Buffett, so when he announces that he wants …

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This Is How Much Money You Should Have in Savings at Every Age

Are you falling behind? Ellevest recently talked to 1,000 women about their money—and their lives. Based on the priorities they shared, here are the steps …

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Retirement Saving for Optimists

Chances are, save for retirement has a near-permanent spot on your to-do list. You know saving for retirement makes sense, but deep down, your retirement …

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33 Apps That Will Save You Money

You know your phone can help you with everything these days, from on-the-fly banking needs, editing work documents from anywhere, and even . It also …

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50 Tough Questions You Never Ask Yourself, But Should

This original article was written by Marla Tabaka for INC With the dawn of every New Year, pledges are made by hopefuls everywhere to do …

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3 Financial Planning Mistakes And How To Avoid Them

This original article was written Adam Sarhan at Forbes Financial planning is very important, but regrettably often overlooked by most investors. A proper financial plan consists …

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Market Insights – Stock Market

Corrections are healthy for the market but that doesn’t make them pleasant.  Although we have not yet faced a full correction (defined as a 10% …

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3 Secrets for a Better Retirement in 2018

This original article was written by ELIZABETH O’BRIEN for Time. Retirement, like all life stages, is a work in progress. Whether you’ve been out of the paid …

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The Consequences of Not Preparing for Retirement

This original article was written by Rick Kahler for Investopedia. At the gym where I work out it’s not uncommon to hear older guys complaining in the …

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Acumen Quarterly Market Insights: Q4 2017

Overview Market Insights Welcome Reese Riggle Reese Veltenaar in UTC Feature Tamarac Wins Award for Best Client Portal For Your Life Market Insights The year …

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What is a Roth 401(k)? Is it Right for Me?

This original article was written by retirementtimesnewsletter and can be found here. Roth 401(k) Basics Elective deferral contributions to a traditional retirement plan are contributed on …

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Envestnet | Tamarac Wins for Best Client Portal at the 2017 Wealth Management Industry Awards

CHICAGO, Oct. 18, 2017 /PRNewswire/ — Envestnet | Tamarac (www.tamaracinc.com) announced today that it has received the 2017 Wealth Management Industry Award for best client portal. …

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This is the simplest New Year’s resolution you’ll ever make

This original article was written Rheana Murray for Today. For years, I shunned the idea of setting a New Year’s resolution — I knew it …

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11 Things You Should Never Do With Your 401k

A 401k plan through your employer is a great way to save for retirement because of the tax advantages offered. Plus, you make contributions through payroll …

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9 New Year Resolutions for the almost retired

Planning to retire in 2018? Then there are some important resolutions you should make now. At the end of 2016, there were 800,000 more Americans …

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Forget Resolutions. This is What You Need to Make 2018 Your Best Year Yet

Nobody looks up to a mediocre business leader. Human nature is to admire the excellent. Seeing other people do magnificent work shows us what is possible, …

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What’s in the Final Tax Bill

House and Senate Republicans have released a final plan to resolve the differences between their tax overhaul bills. The legislation would cut taxes for corporations. …

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Top 12 Posts in 2017

As you get ready for 2018, we wanted to take a look back at the year that was. Here are the top posts from 2017. …

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Congress passes biggest tax bill since 1986

On December 20, the House passed the reconciled tax reform bill, commonly called the “Tax Cuts and Jobs Act of 2017” (TCJA), which the Senate …

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Smart savings strategies reduce end-of-year taxes

While Congress bickers over a tax reform package, the rest of us are left to make sense of end-of-year tax planning. Since we don’t know …

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Bitcoin millionaire: Don’t invest in bitcoin

I first invested $5,000 in bitcoin back in 2013 at $72 per coin and now own approximately 69.2 bitcoins. While I had first heard about …

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Most Americans worry that Social Security is going broke. Are they right?

Countless Americans depend on Social Security to stay afloat financially in retirement — so much so that they neglect their own savings in the process. …

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8 Creative Ways To Teach Your Children About Charity This Holiday Season

As parents, we want to raise compassionate and kind children who strive to make this world a better place. What better time to teach our children …

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3 Simple Money Mistakes That Can Kill Your Marriage

Ongoing conflicts over money are often a warning sign that a marriage is in serious trouble, according to experts interviewed by the personal finance site …

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Year-End Charitable Contributions

We encourage you to make your charitable contributions before year-end and also before possible new tax law changes are made.  A Schwab Charitable Donor-advised fund …

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Acumen’s Reese Veltenaar Featured in UTC Magazine: Fast Rise in Finance

This original article was written by Shawn Ryan,  The University of Tennessee at Chattanooga Magazine and can be found HERE. Fast Rise in Finance: UTC …

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When You Should — and Shouldn’t — Tap Your Roth IRA

Most retirement accounts are for one purpose: The money goes in and stays in until retirement — specifically, until the investor turns 59 1/2. Pull it …

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5 Habits That’ll Keep You From Getting Rich

This original article was written by Markets Motley Fool We all want to accumulate wealth, either during our careers or in time for retirement. However, countless …

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Six Charts that Help Explain the Republican Tax Plan

This original article was written by ALICIA PARLAPIANO for the New York Time. You can see the full interactive article here.  House Republicans released a bill on …

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Acumen Hosts Empower Women PAC’s Launch

Acumen was honored to host Empower Women PAC’s soft launch and have such a great turnout!  Empower Women is a non-partisan political action committee aimed …

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If Cash Is Your Only Savings Strategy, You’re Losing Money

This original article was written by Kristin Wong for LifeHack. Investing isn’t as hard (or as risky) as it seems, but it’s a lot of information and …

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Here are the most common financial mistakes Americans make, and how to avoid them

This original article was written by Matthew Frankel, The Motley Fool and appeared in USAToday   Only one-fifth of American adults say they have no financial …

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Here Are the New 401(k) and IRA Contribution Limits for 2018

This original article was for Time.com  by Jennifer Calfas. Workers can stash away $500 more in their 401(k)s next year. The IRS announced Thursday that it was …

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Acumen’s Q3 2017 Market Insights Commentary

We hope you and your family are doing well and want to thank all our clients for our firm’s continued success. Several items in this …

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5 Financial Mistakes Most Employees Make When Starting a New Job

This original article was written by John Rampton for  Entrepreneur.  It’s easy to get excited about the opportunities that come with a new job. The job …

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How Tax Reform Could Impact Portfolios

Stocks continue to rally while no major legislative accomplishments come out of Washington D.C. Markets prefer gridlock over sweeping policy changes, particularly changes that affect …

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The 7 Deadly Sins of 401K Plans

This original article was written by Stephen Schurr for The Street. America, we have a problem. With corporate pension plans going the way of the dinosaur and …

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5 Keys to Making the Most of the 100 Days Left in 2017

This original article was written by Bill Murphy Jr. for Inc.com There are 100 days left in the year. How are your 2017 goals coming along? …

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Saving for retirement in the most tax-efficient manner possible

This original article was written by Robert Powell for USAToday. Decades ago, saving for retirement was fairly easy. You set aside 10% of your income in …

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Thinking about taking a 401k loan? What you need to know

This original article can be found at Fox Business and was written by Dave Says. There’s a trend among 401(k) participants that keeps me up …

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 How Millennials got a 6 Figure start on Retirement Saving

This original article was written by Arielle O’Shea and can be found at Fox Business. If you’ve read the latest headlines, you know millennials get a …

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How Solid Is Your Retirement Savings Plan? Check These 3 Things Now

This original article was written by Walter Updegrave for Time.com The year is already past the midway mark. Yet with all the hoopla surrounding the stock …

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Acumen Market Insights: Cyberattacks and What You Can Do to Protect Yourself

Acumen Wealth Advisors is dedicated to serving our relationships with an emphasis on confidentially and data security.  In today’s digital environment with so many data …

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How Equifax hackers could file taxes in your name and get a refund from the IRS

This original article was written by Maria LaMagna for MarketWatch.com Here’s a good reason to file your taxes early this year. The data breach at credit bureau …

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Here is what you should be reading now

Looking for something to read? Here are the top article read for the month of August!   Chattanooga’s Times Free Press Feature Reese Veltenaar: http://bit.ly/2wGJ9rF 7 Things …

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How to Retire With at Least $1,000,000

This original article was written by Janet Aschkenasy for Go BankingRates. One day, when I was in my late 20s and starting a job at a …

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7 Things To Do Right Now To Save On Taxes This Year

This original article was written by Kelly Phillips Erb , FORBES. With the beginning of summer just around the corner, chances are that you’re not thinking about your …

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16 Most Important Assets That Will Increase Your Net Worth

This original article was written by Laura Woods for GO BankingRates.   Your net worth is more than just the balance in your bank account. It’s …

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9 Ways to Grow Your Net Worth to $1 Million

It’s great to have a big salary and a fat bank account balance. But if you dream of getting rich, it’s your net worth that …

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Acumen’s Reese Veltenaar Featured in Chattanooga’s Times Free Press

The article below was written by Dave Flessner for Edge Business Section of the Times Free Press. You can find the original article here: http://bit.ly/2uY0Rq4 When the dot-com …

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How to stop the money fights and grow (wealthy) as a couple

This original article was written by Anna Bahney for CNN Money. Fights about money are one of the leading causes of divorce in America. A third …

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7 behaviors that predict future wealth

This original article was written by Liz Skinner for Investment News People who are successful at generating and saving money over their lives share certain traits …

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Most Read Articles in July

Here are the top articles you, ranked in order, our readers found most fascinating. 3 Ways to Save — and Have Your Latte Too: http://bit.ly/2viApX7 Money …

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4 Money Habits That Made Warren Buffett a Billionaire (That Will Work for You, Too)

This original was written by Minda Zetlin for Inc.com  What makes Warren Buffett one of the riches people in the world? Unlike fellow billionaires Bill …

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Wealth: What to Expect in Your 50s

This original article was written by Sari Harrar for AARP The Magazine. THE LOWDOWN: As the kids move out, many 50-somethings splurge on homes, vacations, cars. …

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Money Essentials When You Leave A job

This original article was written by Kathleen Adams for Forbes.   The prospect of leaving a job to embark on a new chapter of your life may …

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3 Ways to Save — and Have Your Latte Too

This original article was written Walter Updegrave for Time.com   A recent Vanguard blog post on the benefits of compounding interest calculated that if you skipped …

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How to Win at Retirement Savings

While most workers are responsible for their own retirement savings these days, high schools don’t have required classes on 401(k)’s and Individual Retirement Accounts (I.R.A.s). …

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This is the most helpful thing you can do for your family before you die

This original article was written by  Alessandra Malito for Market Watch. When Abby Schneiderman’s brother was killed in a car accident, her family was crushed by …

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Why your credit card debt is about to get more expensive

This original article was written by Paul Davidon. This article originally appeared on USA Today.  Credit-card users, home-equity borrowers and homeowners with adjustable-rate mortgages will likely …

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How to Achieve Financial Independence and Retire Early

This original article was written by Abby Hayes for US News. Many Americans now expect to retire after age 65. But that hasn’t stopped a growing group …

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Acumen’s Reese Veltenaar Named in InvestmentNews’ 2017 40 Under 40

CHATTANOOGA, TN  June 19, 2017 – Acumen Wealth Advisors, LLC®, is pleased to announce Reese Veltenaar, Co-Founder and Partner, has been named one of InvestmentNews’ …

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How to stop the money fights and grow (wealthy) as a couple

This original article was written by Anna Bahney for CNN. Fights about money are one of the leading causes of divorce in America. A third of …

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DOL Fiduciary Rule Implementation Finally In Sight

This original article was written by Brian Menickella for Forbes. Brokers offering advice on retirement savings accounts are required to put clients’ interests first as of June …

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8 Financial Choices You’ll Regret in 5 Years

This original article was written by Jeff Rose for Yahoo Finance. If your goal is getting ahead financially, the formula for success is simple: Maximize …

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The Best Places to Travel in June

This original article was written by Lindsey Olander for Travel and Leisure. Summertime, and the living is easy—especially if you’re spending June in one of these …

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Money Milestones: This is how your finances should look in your 50s

This original article was written by Alessandra Malito for Yahoo Finance.  It’s all about ‘catching up’ now Courtesy Everett CollectionYour 50s are all about catching up …

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The Mental Mistake we Make with Retirement Spending

This orginal article was written by By Meir Statman for the Wall Street Journal. The same mind-set that works so well when people are building their …

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Ten Questions to Ask Your Financial Advisor

This original article was written by letsmakeaplan.org Before establishing a relationship with a financial planner you will want to interview several people to make sure they’re …

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Acumen Holds Due Diligence Meetings in NYC with Lazard & City National Rochdale

Due Diligence Is More Than Checking Boxes We hope this update finds you well and you are looking forward to the new summer season.  We …

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10 retirement stats that will blow you away

This original article was written by Maurie Backman, The Motley Fool at USATODAY. Think you’re ready to retire? These statistics might change your mind. For many …

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Top Articles For The Month Of April

Check out below the top articles our fans read for the month of April in no particular order. How Behavioral Economics Can Help You Retire …

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401(k)s: Retirement distributions

This original article was written by CNN Money. When you retire, you have to decide what to do with your 401(k) money. Generally speaking, you …

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7 Personal Finance Tips From Warren Buffett

This original article was written by Matthew Frankel (TMFMathGuy) for The Motley Fool. Warren Buffett is generally considered to be the best long-term investor of …

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11 Financial Goals to Hit Before You’re 50

This original article was written by Marilyn Lewis, Money Talks News for Yahoo Finance. The approach of a milestone birthday is a reminder that, as life changes, so …

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9 money lessons real parents hope their children pick up on

This original article was written by Emmie Martin and Samantha Lee for Business Insider. Certain nuggets of wisdom are worth passing down.Mike Nudelman/Samantha Lee/Business Insider From our …

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Spring cleaning is a perfect time to get your financial house in order

This original article was written by Editors, USA TODAY. Here is a smart guide to giving your financial house a good spring cleaning: All those papers! What …

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5 personal money numbers everyone should know

This original article was written by Christy Rakoczy for Mic. You might know your weight and your (pre-tax) income. But how much do you really know …

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How to get your biggest tax deduction

This original article was written by Dan Caplinger, The Motley Fool for USAToday Doubling up on your deductions can be a really smart move. At tax …

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How Behavioral Economics Can Help You Retire Rich

This original article was written by Suzanne Woolley for Bloomberg. In Dan Ariely’s world, small changes can have a very big impact. The behavioral economics expert and …

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4 Keys to Build Real Wealth

This story was originally published by Investopedia and written by  Max Osbon. When you think about wealth in your family, are you only thinking about financial assets? Charlie …

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Ways to Save (and Not Spend) Your Tax Refund

This original article was written by  ANN CARRNS for the New York Times   More than 70 percent of taxpayers are expected to get refunds this …

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Do You Know Your Roth IRA Contribution Limits

This original article was written by Eric Whiteside for Investopedia. Last fall, the Internal Revenue Service (IRS) announced Roth individual retirement account (IRA) contribution limits and income limits for 2017. There …

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5 Things Every Student Loan Borrower Needs to Know

This original article was written by Miranda Marquit for Yahoo Finance. Have you looked at the cost of attending college recently? The price of tuition and …

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7 Things Successful People Never Buy

This original article was written by LIA SESTRIC and can be found at AOL Finance. Sure, everyone is guilty of paying for something they really don’t …

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Acumen Wealth Advisors collaborates with RPAG

  Acumen Wealth Advisors collaborates with RPAG™ Enhances Services for Plan Sponsor Clients through Robust Practice Management Platform Acumen Wealth Advisors is pleased to announce its recent …

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Retirement Planning for Singles: 5 Tips for Flying Solo

This original article was written by Elizabeth O’Brien and can be found at Time.com. Follow these 5 pointers for a secure future. Planning a retirement for one? …

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Zero-Based Budgeting

This original article was written by Amy Freeman for Budgeting. Budgeting is hard. 50% of Americans have less than one month’s income saved for emergencies. Experts recommend …

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9 IRS Audit Red Flags for Retirees

This original article was written by JOY TAYLOR, Assistant Editor for Kiplinger. In 2015, the Internal Revenue Service audited only 0.84% of all individual tax returns. …

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Two-Thirds of Americans Aren’t Putting Money in Their 401(k)

This original article was written by Bloomberg and found at Yahoo. Acumen believes it is extremely important employees contribute to their 401K, especially if their …

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Get invested, stay invested: Preparing for market volatility

This original article was written by SAMANTHA AZZARELLO, AINSLEY E. WOOLRIDGE  for J.P Morgan Asset Management.   In brief Though it is impossible to predict the future, …

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The 5 biggest mistakes millennials are making with their money

This original article was written by Kelley Long for Forbes. People in their 20’s and 30’s are typically mocked by those slightly older than them for being …

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The top mistakes to avoid making on your tax return

This original article was written by Darla Mercado | @darla_mercado for CNBC. Now that you can start filing your tax returns, here’s how to make sure you …

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Low-volatility dividend stocks: Taking the Long View

This original article can be found at Legg Mason . Post-election market shifts haven’t diminished the case for a strategic allocation to low-volatility high-dividend stocks. What a difference …

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Three Ways to Protect Your 401(k) If Trump Kills the Fiduciary Rule

This original article was written by Ben Steverman for Bloomberg and found at Yahoo Finance.  A new move by President Donald Trump may mean higher costs for individual investors and …

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Acumen’s Q4 2016 Market Insights Commentary: Welcome 2017!

Let us welcome the New Year, give the happy adieu to the old, start the new beginning without fear, and cherish the memories we hold.” …

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The 2 changes to 401(k)s in 2017 you need to know

This original article was written by Dan Caplinger for The Motley Fool  on CNNMoney There aren’t many changes to 401(k)s in 2017, with another year of subdued inflation …

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5 Signs You’re Not Ready to Retire

This original article was written by Sheiresa Ngo for CheatSheet. Today was rough — your boss yelled at you, your co-workers are as evil as ever, and you’re …

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3 Biggest Questions About Credit Scores Entrepreneurs Need to Know

This original article was written by Jared Hecht – @jaredhecht for INC. If you’re a small business owner, you’ve got a lot on your plate. You manage …

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Smart Retirement Planning Can Also Help You Save On Taxes

This original article was written by Kelli B. Grant | @kelligrant for CNBC. To cut your tax bill, it pays to think long term. Smart retirement planning can …

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These Millennials Are Socking Away 15% of Their Salaries

This original article was written by Suzanne Woolley and can be found at Bloomberg.   Iron Man. Wonder Woman. Millennial Super Saver. He or she …

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10 New Year’s Resolutions For Your Wallet

This orginal article was written by Sean McQuay for Forbes. Love or hate New Year’s resolutions, there probably are a few you could stand to make for …

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A Year In Review: Top 9 Blog Post in 2016

Here are the top post for 2016. Everything Investors Need to Know— and Should Ignore—About the Upcoming Election: http://bit.ly/1Q5eZyU How the Presidential Election Will Affect the …

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Does Your Kid Need an IRA?

This original article was written By Matt Bell for WiseBread It’s a big day when you open a savings account for your child, but opening an investment account …

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Health Savings Accounts: Is an HSA Right for You?

Health savings accounts are used to save money for future medical expenses. Discover how these plans work. This orginal article was written By Mayo Clinic Staff …

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4 Retirement Planning Pitfalls to Avoid

This orginal article was written by ANDY BURDSALL for Kiplinger. Often, prospective clients come in to my office and ask me, “Can I retire?” Unfortunately, there is …

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Charitable givers, Trump’s tax plan means move fast

This orginal article was written by RAY MARTIN for CBS’s MONEYWATCH. Among the tax-saving strategies to consider as part of your year-end planning involves your charitable donations. First, …

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Six Tax-Saving Tips To Complete By Year-End

This article is also published on Fidelity Viewpoints and can be found Forbes.com. The one day on the annual tax calendar that may matter even more than …

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Giving the gift of financial well-being at the holidays

This orginal article was written on Fox Business. Instead of the latest toy or gadget, some people are trying to give their loved ones more …

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Steps You Must Take Within 5 Years of Retirement

This orginal article was written by Dana Anspach, The Balance. One way to make an event stressful: head into it unprepared. If you’re within five years …

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12 simple ways to prepare for the holiday spending season

This orginal article can be found on Business Insider. The holiday season is just around the corner. While it’s not quite time to break out …

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Here’s how young people should invest their first $10,000

This original article was written by Kathleen Elkins for CNBC. If you want to build wealth, put your money to work — and start early. Time is on your …

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Retirement Or College Funding? What To Do Now.

This orginial article was written by John Wasik for Forbes. For millions of American families, one of the most vexing financial questions is: Should I save for retirement or …

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In Business: Culture Eats Strategy for Breakfast

This original article was written by Ivan Misner for FoxBusiness. Strategy is often a primary focus in business schools; however, culture is less understood. Culture involves a …

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Acumen Market Insights: Our Perspective on Decision 2016

Surprise!  America’s next president is Donald J. Trump.  As said on one of the major news networks, “The most astonishing political story of our lifetimes” …

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Would Cutting Corporate Tax Rates Really Grow the Economy?

This orginal article was written by ALANA SEMUELS for The Atlantic. One of the things Hillary Clinton and Donald Trump disagree most strongly about is how to …

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8 Financial Moves to Make in Your 20’s

The post 8 Financial Moves to Make in Your 20s appeared first on My Debt Epiphany.   Your 20s will be some of the best years of your …

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How the New Fiduciary Ruling Might Save You Thousands in Retirement Savings

This original article was written by JOSH LEVINE, CFP for Kiplinger.   On April 6, 2016, the Department of Labor issued a final ruling to expand the …

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Acumen’s Q3 2016 Market Insights Commentary

This article was written by Beth Tremaine, Senior Portfolio Manager at Acumen Wealth Advisors.   Welcome to my first contribution to Acumen Wealth Advisors’ Market Insights. …

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6 Money Questions Everyone Should Ask Before Getting Married

This original article was written by Sheiresa Ngo for Cheatsheet. Preparing to spend the rest of your life with someone can be both exciting and terrifying. The possibility of …

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How a Roth Conversion Can Save You and Your Heirs Thousands

This original article was written by CARLOS DIAS JR., RIA for Kiplinger. If you have an individual retirement account (IRA), you probably already know about required minimum …

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7 Important Steps to Take in the Year Before You Retire

This original article was written by JANE BENNETT CLARK, Senior Editor From Kiplinger’s Personal Finance. You wouldn’t dream of running a marathon without undergoing months of training. Or …

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Acumen Wealth Advisors has Moved. Come Visit.

Acumen Wealth Advisors is excited to announce we have moved to a new office located on the North Shore in downtown Chattanooga effective October 1, 2016.  The …

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9 things that can make retirement really stink

This original article was written by Marilyn Lewis for MSN Money. For millions of people, the shimmering dream of retirement is the primary goal of work. Retirement holds the promise that, …

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Personal Finance Tactics to Help Grow Your Business

This story originally appeared on Due. I distinctly remember the first business that I started. I was one of the first kids in my high school …

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5 Habits of the Wealthy That Helped Them Get Rich

This article was originally written by BRANDON TURNER for Entrepreneur. Why do the rich keep getting richer? Most of the time, it’s not because of luck. It’s …

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Teach Your Children These 5 Crucial Personal Finance Lessons

This original article was written by Josh Felber for U.S. News and World Report One of the most important roles we play as parents is educating our …

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A generation crosses a magic finish line and finds the IRS waiting. Here are some tips to minimize the bite.

This original article was by Suzanne Woolley @WealthWatch for Bloomberg. What the IRS giveth, the IRS taketh away. At age 70½, the bill comes due on all …

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What Bill Gates, Warren Buffett, and 9 other incredibly rich people do in their spare time.

This original article was written by Kathleen Elkins for Business Insider. Work-life balance is good for the soul. Even the wealthiest, most successful people need time to …

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10 Top Traits All Billionaire Entrepreneurs Have in Common

This original article was written BY JAKE NEWFIELD for Inc.com.  What separates the successful from the extremely successful?  Is it just a difference of luck, or a …

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If you’re serious about goal-setting, here’s what the high-achievers know that you may not.

Science Says 92 Percent of People Don’t Achieve Their Goals. Here’s How the Other 8 Percent Do. This original article was written by MARCEL SCHWANTES …

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Hey millennials, you can save $1 million for retirement

This article was written by Darla Mercado: @darla_mercado for CNBC. Millennials shouldn’t let a modest salary deter them from saving for retirement, as deferrals as low as 5 percent …

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Does Your Employer Offer a Roth 401(k)? It Could Help Your Retirement

This original article was written by Ben Steverman @bsteverman for Bloomberg. A couple of years ago, the University of Arizona added an option to its retirement plan. …

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12 Personal Finance Skills Everyone Should Master

This article was written by Dr Penny Pincher for Wisebread.   I was happy to see that my son signed up to take a personal …

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Everybody Dies. It’s Time to Have the Talk.

This original article was written by Suzanne Woolley for Bloomberg. Most parent and kids don’t want to discuss the practical issues of aging and death. But it …

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7 Ways Successful People Have Better Mindsets

This original article was written by LOLLY DASKAL President and CEO, Lead From Within ad can be read here at INC.com.   It’s interesting to …

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Seven Years Into the Recovery and It’s Finally Starting to Feel Good

This original article was written by  Jeanna Smialek  and can be read here at Bloomberg.   June 2009 was the end of an era: the most painful downturn …

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A Simple Guide to Rolling Over All of Your 401Ks and IRAs

This original article written by Damian Davila for Wisebread.com. The median number of years that U.S. workers stick with their current employer is 4.6 years, according to …

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The 7 Habits of Highly Effective Investors

This original article was written by Suzanne Woolley for Bloomberg. Just 8 percent of college students taking a recent survey gave themselves an A for how …

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5 Finance Books From Warren Buffett’s Bookshelf

This original article was written by MICHAEL PRYWES for the website Lifehack.org If you’re into investing, you know how successful Warren Buffett is. The investing genius is …

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6 Ways Young Entrepreneurs Can Finance Business Ideas

This article was originally written by AJ AGRAWAL CEO, Alumnify for INC.com Financing is always the first big concern for any business leader. Young entrepreneurs …

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5 Questions Everyone Should Ask Themselves Daily to Achieve Success

This original article was written BY NICOLAS COLE for inc.com Constant improvement is not easy. Whether it is a skill, or a positive quality, or a …

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Make Money and Save While You Are On Vacation

This original article was written by Kristin Addis for Wisebread. What is the sharing economy, and how can it work for you? Based on the principle that …

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Why Don’t Americans Save More Money?

This original article was written by DEREK THOMPSON for The Atlantic. It is a myth that Americans cannot save. For decades, they did. When personal-finance columnists explain …

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Acumen Market Insights: Markets React to Brexit vote to Exit European Union

Written by Reese Veltenaar, CFP®, M.Acc., CTFA  Partner Many Americans will be waking up this morning to the barrage of news coverage surrounding the large pullback in …

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Student Debt in America: Lend With a Smile, Collect With a Fist

This original article was written by KEVIN CAREY and can be read at The Upshot. The American student loan crisis is often seen as a problem of profligacy …

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How the Presidential Election Will Affect the Stock Market

This original article was written by By Anne Kates Smith, for Kiplinger. Every four years, politics and finance converge as Americans elect a president and investors try to …

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Acumen Wealth Advisors Transitions to Registered Investment Adviser (RIA)

RIAs are the future of investment management and serve as fiduciaries given that they act in the best interest and the benefit of the client …

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Acumen’s Q4 2015 Market Insights Commentary

Addressing Market Volatility After returning from time with friends and family and looking forward to a refreshing new year, I was quickly reminded of the …

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The single best way to start getting rich

Anyone can get rich … for a little while. “It’s not about how much money you make,” Robert Kiyosaki writes in personal finance classic “Rich …

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Acumen Market Insights on the Federal Reserve

The Federal Reserve meeting today is widely regarded as one of the most anticipated meetings and subsequent rate announcement today at 2:00 p.m. in 7 …

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Acumen Market Insights: How This is a Market Selloff with little Fundamental Economic Impact

Market Insights by Reese Veltenaar Highlights S&P 500 decline of 9.29%* We believe this is a market selloff with little fundamental economic impact Future drivers …

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Stay Informed/Schedule a Meeting

Acumen believes in the value and power of education.  We routinely deliver relevant information to our clients, so they can 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. You can also schedule a meeting to discover ways we can help you and your family.

The commentary on this website reflects the personal opinions, viewpoints and analyses of the Acumen Wealth Advisors, LLC® employees providing such comments, and should not be regarded as a description of advisory services provided by Acumen Wealth Advisors, LLC® or performance returns of any Acumen Wealth Advisors, LLC® investment client.  The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.  Acumen Wealth Advisors, LLC® manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.