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Daniel Davis

501 North Salem Street
Suite 202

Apex, NC 27502

(919) 362-4889

RE: Retirement Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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.

Helpful Content

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

 

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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