Insights and Resources

Providing You With Information to Help You Make More Informed Financial Decisions

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

Katie Earning the CRPP® Certification

Katie has been working hard to earn the Certified Retirement Plan Professional® (CRPP®)…

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Acumen’s Market Insights & Commentaries

Earnings or Unemployment Report – April 2023

Highlights The cost of capital has risen in dramatic fashion over the last year and a half as…

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Retirement

Introduction to Roth IRAs 2023

A Roth individual retirement account (IRA) is a retirement savings option for clients looking for…

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Financial Planning

Health Savings Accounts (HSAs): Triple Tax Benefits 2023

When planning for retirement, most Americans think mainly about using tax-advantaged savings…

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Acumen’s Market Insights & Commentaries

Q3 2023 Market Commentary

Overview The Macro landscape points to a transition in the business cycle from a Slowdown…

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Financial Planning

Financial Planning: Roth Conversions

Leveraging financial planning strategies is a key benefit of working with Acumen Wealth Advisors….

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Uncategorized

Happy Independence Day!

Wishing you and your loved ones a wonderful weekend as we celebrate America’s birthday!

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Retirement

New 529-to-Roth IRA Conversion Rule

The new 529-to-Roth IRA conversion transfer may be advantageous to many 529 account holders. …

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Financial Planning

New Inherited IRA Withdrawal Rules

Inherited retirement accounts are becoming more common as we see generational wealth passing to…

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