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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Taking regular, periodic withdrawals during retirement can be quite problematic.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
The item most homeowners forget on their home improvement project checklist is insurance.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are three things to consider before dipping into retirement savings to pay for college.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know how to set up your financial goals for success? This knight does.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”