30 Jan 2023

Acropolis Investor Social Day

As I noted last week, this year’s Investor Social is full beyond capacity, so unless you’ve already reserved a spot, I won’t see you in person tonight. Not to worry, we’re going to find a bigger venue next year and may try and figure out video for a webcast (we’ll see). I don’t want to steal too much of my own thunder and am kind of wiped out from preparing,… Read More

23 Jan 2023

Acropolis Invest Social Preview #2

Last week, I said I would preview slides from the 5th Annual Investor Social on January 30th. Before I go any further, I want to announce that we’ve hit capacity on the Investor Social and can’t accept any more RSVPs. We’re going to have to find a new venue for next year! Thank you to everyone that is attending! Last week, I showed a slide that I’ll discuss but offered… Read More

17 Jan 2023

Acropolis Investor Social Preview #1

After two years of staying home, Acropolis is hosting our 5th Annual Investor Social (invite below). I thought it would be fun to preview some of the slides leading up to the event, partly in hopes of drawing folks and partly to give the out-of-towners who weren’t invited some of the content (I’ll be happy to email the presentation after the event to those who missed it). This week, I… Read More

6 Sep 2022

Happy Anniversary – Acropolis Turns 20!

On August 27th, Acropolis turned 20 years old. We’re not great about celebrating that kind of thing, so it took an email from Bob Schramm to even raise the subject. I’m embarrassed to say that I knew it was at the end of August but thought it was either the 26th or 28th (and being right ‘on average’ doesn’t work with dates). In some ways, it feels like just the other day. I vividly… Read More

4 May 2020

6 Things To Do (plus one bonus) If You’ve Finished Netflix

I’m a big fan of projects and of staying busy. Just ask my husband  – he’ll  tell you I have lists for lists (including a never-ending “honey-do” section for him). With spending more time at home these days, my project list is booming. I generally stay busy as a working mom with two young boys but this quarantine has forced me to reevaluate my lists. Some things (like homeschooling) were… Read More

26 Mar 2020

COVID-19 and Acropolis

**UPDATE** We’d like to share an update to the original post below.  Acropolis has re-opened our office. Details below: Acropolis employees have returned to the office. Clients are welcome to visit according to their comfort level. Client Zoom meetings will still be available. As always, please don’t hesitate to reach out to your Portfolio Manager or any of our leaders with any questions or concerns. ___________________________________________________________ Original Post – March… Read More

23 Mar 2020

From Inside Acropolis

Today, I thought I would cover two topics.  First, I want to update you on how Acropolis is operating, and, second, offer some thoughts on what one prominent economist is saying about the impact of the coronovirus. Regarding Acropolis, it appears that our regular disaster recover preparations were worth their time and energy.  As a Registered Investment Advisor, Acropolis is required to have a disaster recovery plan in place and… Read More

14 Jan 2019

Is the Market Rigged?

When I was in college, I read Liar’s Poker, by Michael Lewis.  It’s the true story of Lewis’ job out of college on the trading floor at Soloman Brothers, the most powerful bond trading firm in the world at that time. Many of the characters like John Meriwether, Lewis Reneri, and John Thain are still staples of the financial media, but no one became more famous than Lewis himself. He’s… Read More

27 Jan 2017

2017 Forecasts: Part V

This is the last in a series of forecasts for 2017 and the last few questions are all about politics. What will happen in Washington with taxes?   Corporate tax rate is cut to 25 percent or lower. Top personal rate is reduced to 33 percent or lower. Estate tax is limited. Carried interest loophole is eliminated. None of the Above. Maybe I’m mixed up, but I think that this… Read More

26 Jan 2017

2017 Forecasts: Part IV

So far, you all aren’t getting tired of these forecasts (guesses), but before we start, I want to make a quick note: yesterday’s stock related forecasts made heavy use of Morningstar’s discounted cash flow (DCF) models. I don’t want you to get the impression that we use these models so heavily in our stock selection process since that just isn’t the case.  At some point, I will offer more details… Read More