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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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?
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
This checklist can give you a quick snapshot of how prepared you are.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Simple steps may help you foil hackers and protect your privacy.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A few strategies that may help you prepare for the cost of higher education.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
When should you take your Social Security benefit?
Taking your Social Security benefits at the right time may help maximize your benefit.
$1 million in a diversified portfolio could help finance part of your retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Have you found yourself suddenly single? Here are 3 steps to take right now.