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.
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?
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Do your insurance needs stay the same when the nest empties?
The tax rules governing profits you realize from the sale of your home have changed in recent years.
What can be learned from the savings rate?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Tips on insuring your teen driver.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are hundreds of ETFs available. Should you invest in them?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Around the country, attitudes about retirement are shifting.