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.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Lifestyle considerations in creating your retirement portfolio.
Even low inflation rates over an extended period of time can impact your finances in retirement.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Ascertaining the value of your business is important for a variety of reasons.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Here’s a crash course on saving for college.
What are your options for investing in emerging markets?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Why are 401(k) plans, annuities, and IRAs so popular?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.