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 unbiased research with 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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
For homeowners who think their property taxes are too high, there are ways to appeal.
The federal government requires deceased individuals to file a final income tax return.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What if instead of buying that vacation home, you invested the money?
What is your plan for health care during retirement?
Recent changes in estate tax laws could affect the strategy you have in place.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
You’ve made investments your whole life. Work with us to help make the most of them.
Roth IRAs are tax advantaged in a different way from traditional IRAs.