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Are you interested in smart money-saving ideas from industry experts? Then check out what Acorn’s Chief Investment Officer, Andrew Casteel, has to say in this recent YAHOO! Lifestyle article HERE.

From CNBC: Tesla might go private. Managing partner,  James Gambaccini, chimes in on what investors of Tesla should consider if they own the stock. Click here to read the full article.

Acorn Financial Services is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.. This is the sixth annual FT 300 list, 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.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records.  We are honored to be included on the final FT 300 list, which represents an impressive collection of RIA firms, where the average practice in this year’s list has been in existence for over 22 years and manages $4.6 billion in assets. The entire Acorn team looks forward to many more years of providing our valued clients exemplary service and financial guidance!

Disclosure: The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). 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.

Acorn Partner and Financial Planner, Matt Brennan, was recently interviewed by CNBC on best practices for creating a game plan to prepare clients for long-term care and other retirement expenses. Click here to check out the full article!

For some helpful tips on spring cleaning your finances, click the below USA TODAY link. Managing partner, James Gambaccini, provided some insight for the article on what to do with your federal tax refunds. Click here to read the article.

Tax Director, DeAnna D’Attilio, was recently quoted in a MarketWatch article addressing how individuals fared in light of the new tax law changes.

There is no denying subscription based services have taken over the e-commerce market, but is it time for the financial services industry to jump on board? James Gambaccini recently shared his opinion on the topic with Financial Planning magazine. When it comes to clients who have yet to amass significant assets but are on the right path, “a subscription-based model is a good way for the public to pay for access to informed, customized advice over long periods of time.”

To what extent will large tech companies enter the financial services space? James Gambaccini helps tackle this question in a recent article with Financial Planning magazine. Click here to read the full article.

In a recent CNBC article, Acorn Financial discusses the pros and cons of using target-date funds in 401(k) plans. These mutual funds are designed to provide a simple investment solution to clients by offering an asset allocation that automatically changes over time. At the beginning of the investment, the allocation is more aggressive and becomes increasingly conservative as the target-date, typically retirement, approaches.

James Gambaccini, CFP®, reminds investors that a cut-and-paste solution doesn’t work for everyone: “Often with target-date funds, the fund managers are making an assumption that the 401(k) is the entirety of the employee’s retirement funds, when in fact the client may have other IRAs or spousal retirement accounts. In doing so, both the assessed risk and portfolio allocation do not meet the client’s needs or retirement goals.”

For more details on target-date funds, view the full article here.

James Gambaccini CFP® and managing partner of Acorn Financial advises on what taxpayers can do to prepare for possible tax reform under the Trump administration, “whenever possible, defer any realized gains to down the road because we may have lower tax brackets during the Trump administration.”

Check out the full article detailing the proposed changes here.