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WELCOME TO THE ACT ADVISORS® BLOG WHERE YOU’LL FIND THE LATEST ARTICLES, VIDEOS, AND PODCAST EPISODES FROM OUR TEAM

Weekly Bottom Line

December’s CPI report brought some modestly positive news on inflation. The headline CPI came in as expected and even better core inflation had a softer

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How Credit Union Leaders Can Master Bank Acquisitions

Bob Steensma of Five Star Credit Union and David Southall of Innovations Credit Union share their bank acquisition experiences, strategies, and lessons learned from integrating new teams, ensuring cultural alignment, and overcoming operational challenges. Learn how to evaluate the financial feasibility of acquisitions, retain employees and customers, and streamline complex system conversions. Whether you’re considering your first acquisition or refining your approach, Southall and Steensma provide a roadmap towards success. Don’t miss the key takeaways from their years of experience and discover how to grow your credit union strategically while maintaining your values. Listen to the full podcast episode to explore these insights further and equip your team for your next big move.

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Tax Delta™: Unlock Strategic Tax Opportunities with ACT Advisors

At ACT Advisors, we’re passionate about helping our clients make the most of their financial opportunities. One of the most powerful tools we use in tax planning is our proprietary Tax Delta™ framework. This innovative approach identifies the tax-saving potential hidden throughout your financial journey. Here, we’ll introduce you to the Tax Delta™ concept, explain how it works, and show you why it’s a game-changer for strategic financial planning.

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