Acorn Financial Services, Inc.

28/11/2023

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 Gambaccini, as featured in USA TODAY.

One in four married couples leave valuable retirement funds on the table by failing to claim employer matches in their 401 (k) plans, a study finds.

23/06/2023

Reuters reached out to managing partner, James Gambaccini of Acorn Financial, to compile a list of the best places to park cash now. James provided a low-risk and obvious solution: short-term debt backed by the US Government, stating “It is almost a no-brainer to stash cash in T-Bills in this environment.” Click below to read the full article!

You might assume that with U.S. interest rates at new highs, Americans are getting terrific returns on savings.

19/10/2021

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 the below link to watch James ring the closing bell in celebration of four new ETFs! https://vimeo.com/showcase/7909438?video=635585291

29/04/2021

Managing partner, James Gambaccini, was called upon for professional input on one of Barron's latest articles, 'This Bull Market Is Far From Over, Pros Say. Where They’re Investing Now.' Check it out here:

An exclusive Barron’s survey finds 67% of Big Money managers bullish on stocks, up from 54% in the fall.

18/01/2021

"I am very proud to be on the board of WFCM. The pandemic has highlighted the important role local nonprofits have in our communities. This donation of $36,725 will help many families in Fairfax County stay in their homes and cover their rent in the coming months." -Andrew Casteel, Acorn's Chief Investment Officer

29/09/2020

Investing is for a lifetime. Look past the election and don't lose sight of the long-term picture. Thanks Jeremy Siegel!

That’s Jeremy Siegel, the Wharton professor credited for calling Dow 20,000 in 2015, explaining to CNBC in an interview on Monday why he believes that the...

31/07/2020

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 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.

Click below to review the full list
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Disclosures about the FT Ranking - 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.

Clients seek reassurance in volatile times, as advisory firms scale up to gain a competitive edge

10/06/2020

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 below to read more.

Brian O’Neill of Cahaba Wealth Management. Atlanta-based O’Neill has been in the industry for 24 years and has $773 million in client assets.

06/12/2019

'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 below to read more!

Many taxpayers see their tax bill go down after they get married. For some though, it's a different story.

22/11/2019

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 half the industry's custody business with InvestmentNews. Click below to read more!

The pros and cons of one firm potentially owning more than half the industry's custody business.

21/11/2019

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.

Most people's basic knowledge of investing is that their portfolio should b...

18/11/2019

Acorn partner, Matt Brennan, was quoted by CNBC last week on strategies to employ when faced with the unpredictable expense of long-term care. Click the link below to learn more!

Financial advisors are turning to a variety of options to help clients prepare for the potential cost of help with daily activities like eating and dressing — otherwise known as long-term care.