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Are you leaving money on the table?

Are you leaving money on the table? 1 in 4 couples are missing out on 401 (k) savings by not properly allocating retirement plan contributions. Click here for tips and strategies to optimize retirement plan savings from managing partner, James Gamabccini, as featured in USA Today.

Acorn Rings NYSE Closing Bell 🔔

Managing partner, James Gambaccini, and Chief Investment Officer, Andrew Casteel, were honored to spend yesterday on the trading floor of the New York Stock Exchange. Click here to watch James ring the closing bell in celebration of four new ETFs!


When the ‘Marriage Tax Penalty’ Applies

’tis the season for proposals! There are many factors to consider before getting married, and those who are financially attuned may consider how their upcoming nuptials will affect their future tax liability. Acorn Tax Director, DeAnna D’Attilio, was quoted today by CNBC on when newlyweds will face a ‘marriage tax penalty.’ Click here to read more!

Election Worries?

Investing is for a lifetime. Look past the election and don’t lose sight of the long-term picture. Click here to listen to Wharton Professor, Jeremy Siegel, weigh in on the markets.

For Immediate Release: Acorn Financial Named to 2020 Financial Times 300 Top Registered Investment Advisers

Acorn Financial Services is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. 

Now in its seventh year, the FT 300 list recognizes top independent RIA firms from across the U.S. This year’s group of elite RIA firms represents 39 different states and Washington, D.C., and has a median AUM of $1.9 billion. Acorn was selected out of a total of over 2000 RIAs based on performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials, and online accessibility. The list is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.

“We are honored to be included once again on the FT Top 300 list. This recognition is a testament to Acorn’s clear and consistent investment approach, industry expertise, and a resolute focus on helping our clients grow and preserve their wealth through customized financial planning. I am very proud of my team’s efforts and commitment to putting our client’s needs and best interests first. We are very eager and excited to continue to provide our valued clients with exemplary service and financial guidance for many years to come,” said James Gambaccini, Managing Partner. 

You can click here to download a copy of the full list.

Disclosures about the FT Ranking – The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

Mortgage rates drop below 3% – consider a refinance today

We hope this update finds you safe, healthy, and well. Back in March, we set out a market update indicating an expected upcoming adjustment in mortgage rates across all loan durations and we encouraged clients to begin preparing for the refinance process. Over these past few months, we have observed rates plummeting to record lows. We are reaching out to you today because mortgage rates crossed a significant marker this month, falling below 3% for the first time since Freddie Mac began tracking mortgage rates in 1971. The 15-year fixed-rate average also slid to 2.51% this week.

The uncertain nature of the COVID-19 pandemic and likelihood of a long economic recovery will likely keep mortgage rates low throughout the remainder of the summer/fall; however, we encourage you to move forward with the refinance process soon, if needed. By this time, many of you have already filed your 2019 taxes and should be in good shape to seriously consider the potential savings from a refinance. We have received some feedback that clients are struggling to get in contact with their current bank due to how busy many branches are with reduced staff and working remotely. Please let us know if we can assist you with any part of the process, including procuring a new mortgage lender should you have any difficulties working with your existing one.

In the meantime, stay safe and do not hesitate to contact us with any questions or concerns you may have regarding the market volatility and your financial goals!

Acorn Financial Named a Top 50 Fastest-Growing Firm

Of 12,000+ RIA firms nationwide, Acorn Financial Advisory Services named to Financial Advisor Magazine’s Top 50 Fastest-Growing Firms.

Financial Times-listed Advisors Were Asked: When Should Client’s Address Liquidity Needs?

Financial Advisor IQ recently contacted Acorn managing partner James Gambaccini to seek insight from an industry expert on how to best address client’s liquidity needs. Click here to read more.

Pros and Cons of the Potential Schwab-TD Combo

There has been a lot of buzz and concern related to the potential merger of Charles Schwab and TD Ameritrade. Chief Investment Officer, Andrew Casteel, shared some insight on the pros and cons of one firm potentially owning more than half the industry’s custody business with InvestmentNews. Click here to read more!

Up Your Bond Game with ETFs

Reuters Money turned to Acorn Chief Investment Officer, Andrew Casteel, for expert industry insight on their latest piece “How to up your bond game with ETFS.” Click the link below to check it out.

Acorn Financial Services
1875 Campus Commons Drive
Suite 100
Reston, VA 20191
Phone 703-293-3100

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