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.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
A four-step framework for building a personal legacy.
What does the Tax Reform and Jobs Act mean for you?
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Five phases to changing unhealthy behaviors.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Do you know these three personal finance sayings?
$1 million in a diversified portfolio could help finance part of your retirement.
Around the country, attitudes about retirement are shifting.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Making the most of surprises is a great reason to work with us.
There are three things to consider before dipping into retirement savings to pay for college.