Investing In
Your Interests

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.

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.

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.

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.

25 Mar 2024

Stocks are Expensive Again

I am as happy about the strong market rally as the next guy. Still, I was caught off guard when I saw that the S&P 500 is up 25 percent per year since the bottom around the pandemic. Of course, the Financial Times journalist said that they picked an unfair start date since stocks were down about a third at that point. But still, even if we pick a neutral… Read More

18 Mar 2024

The Return of Sound Money

There are a handful of annual outlooks that I look forward to each year, and one of them is Vanguard’s Economic and Market Outlook. The report, which you can find here, is thoughtful, thorough, and isn’t trying to sell you anything (which is high praise in this industry). They also have great titles, and this year’s was a standout: A Return to Sound Money. In their opening paragraph, the authors… Read More

11 Mar 2024

Understanding New Rules: 529 Plan to Roth IRA Conversions

I’ve said for some time that college planning is hard. I discovered this the hard way, through my own situation. Both of my daughters are in college now, and I started 529 accounts for each of them the year they were born. I got a little tax deduction and the benefit of tax-free growth. When my older daughter was a freshman in high school, I realized the problem: even though… Read More