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.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
At what point can you call a personal vehicle commercial?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Don’t overlook the need for renter’s insurance if you rent your home.
A few strategies that may help you prepare for the cost of higher education.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Learn about the rise of Impact Investing and how it may benefit you.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Agent Jane Bond is on the case, cracking the code on bonds.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Check out this video to begin separating fact from fiction.
All about how missing the best market days (or the worst!) might affect your portfolio.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
$1 million in a diversified portfolio could help finance part of your retirement.