Investing In
Your Interests

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Trust

Integrity and honest advice are our top priorities with fiduciary responsibilities and full transparency. Acropolis offers a personal approach to investment management that honors your goals.

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Teamwork

Every client has a team of Acropolitans that meet with you face to face and are dedicated to delivering timely information and responsive personal service at all times.

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Understanding

Collaboration is our strong suit. Our team gets to know you, your financial objectives and your life goals. Then, we work together, to set the course for success.

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Reliability

By applying the same investment philosophy and investing alongside our clients, we stay keenly aware of the risks and opportunities that we all face in the market.

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15 Apr 2024

Why Are Markets Unhappy Right Now?

As noted above, the March Consumer Price Index (CPI) inflation data exceeded expectations. The year-over-year headline rate was expected to be 3.4 percent but was actually 3.5 percent. The core rate, which excludes food and energy, was expected to be 3.7 percent but was 3.8 percent. Those might not sound like big misses at one-tenth of one percent, but the chart below helps tell the story. The chart shows the… Read More

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12 Apr 2024

Portfolio Insights

We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review Understanding the New 529 Rules Trading to Win for Clients Inside the Economy Protect Yourself Against Fraud The Big Picture Click here to read the issue: Q1 2024 Portfolio Insights

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8 Apr 2024

Why Not Tax Fee Income?

I remember listening to one of my parents’ friends talk about retirement. He was proud that his tax-free income was covering all of his expenses. Although I was in a pretty low tax bracket at the time, I liked the idea of not having any deductions from my paycheck. I didn’t know it then, but he was saying that his entire portfolio was in municipal bonds, which are generally exempt… Read More

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