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.

Retirement

New 529-to-Roth IRA Conversion Rule

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

Financial Planning

New Inherited IRA Withdrawal Rules

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

Financial Planning

Financial Planning Market Opportunities for 2023

Over the course of 2022, the domestic and international markets experienced heightened volatility…

Acumen News

Congrats on the Next Chapter of Your Career at Acumen, Luke!

We are thrilled to announce Luke Johnson has accepted a full time position with us after a very…

Acumen News

Welcome Ashley Nichols, CFA®! 

We are excited to announce Ashley Nichols, CFA® has joined our team as a Senior Investment…

Acumen News

Radio Interview at WUTC

We had a great morning at Chattanooga’s WUTC talking with Ray Bassett about exciting things…

Acumen’s Market Insights & Commentaries

Debt Ceiling Update and Happy Memorial Day!

In light of the recent debt ceiling agreement on Saturday night, we are sending you a quick…

Acumen’s Community Involvement

Recent Investments in Education

As Benjamin Franklin famously said, “An investment in knowledge pays the best interest.” …

Acumen News

Envestnet Elevate Conference

One of the highlights of the Envestnet Elevate conference was the opportunity to explore the…

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