Welcome to Acorn Investment Strategies
Acorn Investment Strategies was established to provide ongoing professional advice to investors and help them address their individual financial objectives. We combine personalized service with a disciplined investment management process and offer objective research with access to a wide selection of nonproprietary investment options. As your independent advisor, our primary focus will be investments that match your needs, goals and lifestyle. Our commitment to the partnerships we develop is consistent and ethical service to work towards our clients’ financial objectives.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 919-362-4889. We look forward to hearing from you.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
With alternative investments, it’s critical to sort through the complexity.
Smart investors take the time to separate emotion from fact.
What does your home really cost?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Making the most of surprises is a great reason to work with us.