10 Nov 2025

Tools and Trends Change — Curiosity and Continuous Improvement Endure

Last week, I attended Schwab Impact in Denver, Schwab’s annual conference for financial advisors — an amazing spectacle with about 5,500 advisors and another 2,000 exhibitors. I think it was my 22nd time going, and I said last year would be my last because I’d “seen it all before.” My partners suggested I go with some of the younger folks — were they calling me old? Either way, I had… Read More

By Tags: , , ,
3 Nov 2025

What Does It Mean to Eat Our Own Cooking?

We often say that we eat our own cooking, and I think everyone understands what we mean: we personally invest in the same strategies and products that we recommend to our clients. As fiduciaries, we’re already required to put our clients’ interests ahead of our own. Technically, I suppose it’s possible to meet that obligation while investing differently ourselves, but it wouldn’t make much sense. What we’re really saying is… Read More

By Tags: , , , ,
6 Oct 2025

CNBC Recognizes Acropolis

We are pleased to announce that Acropolis Investment Management has been recognized by CNBC as one of the Top 100 Financial Advisors in the U.S. for 2025—our third consecutive year earning this distinction. This honor reflects not only our commitment to excellence in wealth management and client service but also the collective hard work and dedication of our entire team. Being included in CNBC’s list is more than a badge… Read More

By Tags: ,
21 Oct 2024

Don’t Text Me, I’ll Text You

Like many industries, the wealth management business has many rules and regulations. Many of the rules make good sense and were created after real-world problems occurred. I have one rule on my mind this week, and it concerns one of the ways that we communicate with you: texting. Acropolis is regulated by the Securities and Exchange Commission (SEC), and one of its rules concerns maintaining our books and records. At… Read More

By Tags: , , , ,
16 Sep 2024

Introduction to Alternatives

I am proud that one of Acropolis’ team members has a new certification for the firm. Before I jump into that, though, here’s a look at what our fine team has already: 15 CFP® Certificants 4 Chartered Financial Analyst (CFA) Charterholders 3 Certified Public Accountants (CPAs) 1 Certified Exit Planner (CEPA) 1 Certificate in Performance Measurement (CIPM) holder 3 ASPPA Qualified 401k Administrators (QKA) 1 Investment Adviser Certified Compliance Professional… Read More

By Tags: , , ,
4 Mar 2024

Trading to Win at Acropolis

Ten years ago, I wrote about a new book by one of my favorite authors, Michael Lewis, who went on 60 Minutes and declared that the market was rigged. Here’s what I wrote back then: The Market is Not Rigged. I knew that he was making outrageous claims to sell his book, but people were scared by his comments. The book in question, Flash Boys, was fun and interesting. It… Read More

By Tags: , , ,
6 Feb 2023

Acropolis Clients Market View

Since January, I’ve offered previews for the Investor Social, which we held last week to great success. Mother nature threw us a little snow, but we still managed to pack the house and will need to find a larger venue next year, and put it online. In the meantime, we’ll provide the presentation to anyone that asks. The highlight of the show for me is when we ask the audience… Read More

By Tags: , , , , , , , ,
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

By Tags: , , , , , ,
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

By Tags: , , , , , ,
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

By Tags: , , , , , , ,