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
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Newsroom
Are you leaving money on the table?
November 28, 2023
Acorn Rings NYSE Closing Bell 🔔
October 19, 2021
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!
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When the ‘Marriage Tax Penalty’ Applies
December 05, 2020
’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
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Election Worries?
September 29, 2020
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
July 31, 2020
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
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Mortgage rates drop below 3% – consider a refinance today
July 31, 2020
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
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Acorn Financial Named a Top 50 Fastest-Growing Firm
July 07, 2020
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?
June 10, 2020
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
November 22, 2019
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
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Up Your Bond Game with ETFs
November 21, 2019
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.
