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’s Community Involvement

Tour at the Speech & Hearing Center

We enjoyed learning more about all the great work The Speech & Hearing Center does!

Acumen Commentaries

The Opportunity in Emerging Markets

Emerging Market (EM) economies are developing nations which are growing quickly and will, ideally,…

Acumen’s Community Involvement

Northside Neighborhood House

It is our absolute pleasure to announce Amy Stone is a newly elected board member…

Acumen News

Katie Earning the CRPP® Certification

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

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…

Retirement

Introduction to Roth IRAs 2023

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

Financial Planning

Health Savings Accounts (HSAs): Triple Tax Benefits 2023

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

Acumen’s Market Insights & Commentaries

Q3 2023 Market Commentary

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

Financial Planning

Financial Planning: Roth Conversions

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

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