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.

Charitable

Donor Advised Funds by Schwab Charitable

A Better Way to Give A Schwab Charitable donor-advised fund account is a simple, tax-smart…

Resources

Signing up for Schwab

Easy, secure access Signing up for Schwab Alliance gives you access to your account information…

Acumen’s Market Insights & Commentaries

Q1 2023 Market Commentary

2022 Summary Last year was characterized by double digit price declines across major asset…

Financial Planning

Consolidated Appropriations Act of 2023

President Biden signed the $1.7 trillion Consolidated Appropriations Act of 2023 late last week….

Financial Planning

Medicare Premiums and Income Levels

Many Medicare beneficiaries are surprised by their high Medicare premiums whether they are an…

Financial Planning

Inherited IRA Planning

The 2019 SECURE Act updated rules previously allowing inherited IRA distributions to be extended…

Acumen’s Community Involvement

Urban League of Chattanooga Celebrates 40 Years!

It was a great morning to celebrate the Urban League Chattanooga’s 40th Anniversary! CEO Candy…

Acumen’s Community Involvement

Hunter Museum’s Silent Auction at Spectrum a Success!

Amazing first night of Spectrum at the silent auction supporting the Hunter Museum of American…

Acumen’s Community Involvement

“Adopt a Meal” Prep at the Ronald McDonald House

Our teammates got together for “Adopt a Meal” and prepped 50 meals for families staying at the…

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