Author Archives : Nicolette

Home  >>  Author : Nicolette

Reminder: 2019 Contribution Deadlines

On January 13, 2020, Posted by , In Announcements, With No Comments

General guidelines for contribution deadlines for the 2019 tax year are listed below – you should check with your tax preparer before making a contribution. To  make a contribution to your IRA, contact Liz Dickinson at (828) 398-2802 or liz.dickinson@lpl.com. Traditional/Roth IRA: The deadline for IRA contributions for the 2019…

What Does the Secure Act Mean for Individual Investors?

On December 20, 2019, Posted by , In Doug English,Videos, With No Comments

Doug English, CFP®, discusses 3 provisions in the SECURE Act that impact individual retirement accounts.

Winter 2019 Newsletter: Season’s Greetings from ACT Advisors!

On December 1, 2019, Posted by , In Newsletters, With No Comments

Season’s Greetings from all of us at ACT Advisors!

Winter 2019 Newsletter: Outlook 2020

On December 1, 2019, Posted by , In Newsletters, With No Comments

Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. 2019 has been a very rewarding year for investors. As we look forward to the year 2020 and a new decade, some key trends and market signals will be important to watch. These include progress on U.S.-China trade…

Winter 2019 Newsletter:
ACT Photo Contest – 2019 Winners and 2020 Theme

On December 1, 2019, Posted by , In Newsletters, With No Comments

This past year’s ACT Tote Bag Photo Contest theme was “Loved Ones” and we were delighted to see so many clients enjoying the company of their loved ones (along with their ACT swag)! Congratulations to our randomly-selected winners, Vijay and Shaila, who shared pictures of their trip together to Iceland….

Winter 2019 Newsletter:
ACT Advisors Community Award 2019 Recipients

On December 1, 2019, Posted by , In Newsletters, With No Comments

The end of the year marks a time when many of our clients make donations to charitable organizations that are near and dear to their hearts. Here at ACT Advisors, we’re no different. Every year we choose two local nonprofit organizations making a positive impact on the lives of people…

Fall 2019 Newsletter: Meet Wes’ new rescue dog, George!

On October 1, 2019, Posted by , In Newsletters, With No Comments

There’s nothing quite like the excitement and joy of bringing home a new puppy. ACT Advisor, Wes Johnson recently added a new member to his family – George the Coonhound – and we got the inside scoop on all the details.

Fall 2019 Newsletter: Creativity Abounds with ACT Clients

On October 1, 2019, Posted by , In Newsletters, With No Comments

Here at ACT Advisors, we are lucky to count among our clients some very talented artists and craftspeople. From the canvas, to the woodshop to the kiln, they create pieces of art that amaze the eyes and speak to the heart. We asked some of them to share a piece…

Fall 2019 Newsletter: Over 70.5 with an IRA? Make Sure You Take Care of This Before Year End

On October 1, 2019, Posted by , In Newsletters, With No Comments

Have You Taken Your Required Minimum Distribution? We know it isn’t even winter yet, but don’t wait until the last minute to take your RMD. If you are over 70.5 years old or are the owner of an inherited IRA, you are required to take a minimum distribution before December…

Fall 2019 Newsletter: Equities Lead the Expansion

On October 1, 2019, Posted by , In Newsletters, With No Comments

The overall U.S. economic picture has supported continued expansion. Modest inflationary pressures helped boost demand and support corporate profit margins in the first quarter, and the Fed’s earlier decision to pause rate hikes boosted sentiment and increased demand for equities. Market technicals provided support for stocks’ rebound earlier this year,…