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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
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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
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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
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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
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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.

Smart Money-Saving Ideas from Industry Experts

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.

Considering Tesla Stock?

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.