We are committed to providing you information and resources in these evolving times. We have created this page containing important updates about what is happening with the market, economy and government during this time.

Below you will find resources for business owners and personal financial planning, along with Acumen’s market insights regarding COVID-19.


CARES Act Executive Summary by American Bankers Association (ABA)

CARES Act Guide for Small Business Owners

CARES Act for Retirement Plan Sponsors

11 Ways to Keep Your Cool in a Crazy Market

Market Timing: Time – Not Timing – is on Your Side

Weathering the Storm: Reacting to the Current Financial Climate

Working from Home Best Practices

News and Updates

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…


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…

Acumen’s Market Insights & Commentaries

Q1 2021 Market Commentary

First Quarter Recap The first quarter brought political change and increased optimism that reprieve from the global pandemic is within…


Are You Ready for an Audit?

Several events can trigger a DOL or IRS audit, such as employee complaints or self-reporting under the annual submission of…

Acumen News

Easter Greetings!

Our team at Acumen wishes you a very Happy Easter!  May this holiday help you focus on the beauty of…


Three Tax Tips as You Approach or Begin Retirement

Retirement is a whole new phase of life. You’ll experience many new things, and you’ll leave others behind – but…


What’s in the $1.9 Trillion American Rescue Plan Act (ARPA)?

The American Rescue Plan Act of 2021 (ARPA) was signed into law on March 11, 2021. This $1.9 trillion stimulus…

Acumen News

Welcome Jill Green to Acumen!

We are happy to announce Jill Green has partnered with Acumen Wealth Advisors as a Real Estate Strategist! She serves…

Acumen’s Market Insights & Commentaries

The Big Case for Single-family Real Estate

When considering real estate as an investment, there are two predominant questions to consider.  What is the best TYPE…

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