Resources

Explore our collection of guides, checklists, and informative documents designed to help you navigate your financial journey with confidence.

Retirement & Wealth Planning Guides

Practical guides to help you make informed financial decisions.

The Financial Organization Checklist Every Family Needs
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The Financial Organization Checklist Every Family Needs

A simple checklist to organize accounts, documents, insurance, and estate plans so your family always knows where everything is.

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5 Things You Can Do With an IRA vs 401(k)
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5 Things You Can Do With an IRA vs 401(k)

A beginner's guide to understanding the stock market and investing.

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The Retirement Tax Planning Playbook
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The Retirement Tax Planning Playbook

How taxes affect retirement income, investment withdrawals, and wealth transfer decisions.

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The College Planning Guide
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The College Planning Guide

Strategies for funding higher education while keeping your retirement goals on track.

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Research Library

Further reading on our investment philosophy and research.

Idiosyncratic Timing
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Idiosyncratic Timing

An exploration of idiosyncratic timing strategies in modern markets.

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Academic Validation of Momentum and Risk Parity
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Academic Validation of Momentum and Risk Parity

Empirical analysis and academic validation of Acanto's investment methodologies.

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Acanto 8A White Paper 2025
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Acanto 8A White Paper 2025

Detailed white paper outlining the Acanto 8A investment strategy for 2025.

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Tactical Asset Allocation
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Tactical Asset Allocation

An institutional framework for implementing tactical asset allocation strategies.

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