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What Credit Union Executives Should Consider Before Pursuing a Merger & Acquisition

On May 5, 2021, Posted by , In Mergers and Acquisitions, By , With No Comments

You face many pressures as a credit union executive. You work to maintain steady membership growth and adapt to new technology and emerging trends. However, in some cases, there may come a time that a merger and acquisition (M&A) presents itself as an opportunity. Perhaps you’re trying to grow your…

Weekly Bottom Line

On May 4, 2021, Posted by , In Weekly Bottom Line, With No Comments

America’s economic recovery picked up steam at the start of 2021, with growth accelerating to 6.4% (annualized). Growth was powered by consumption, which expanded by 10.7% (annualized). President Biden unveiled the American Families Plan this week. The plan calls for $1.8 trillion in new spending on childcare, education and paid…

Time to Sell in May?

On May 4, 2021, Posted by , In Weekly Market Commentary, With No Comments

“Sell in May and go away” is probably the most widely cited stock market cliché in history. Every year a barrage of Wall Street commentaries, media stories, and investor questions flood in about the popular stock market adage. We tackle this commonly cited seasonal pattern and why some seasonal weakness…

How High-Income Earners Can Prepare for New Tax Laws

On March 25, 2021, Posted by , In Taxes, By , With No Comments

High-income earners have expressed concerns about potential new tax laws under the Biden administration that could affect their short- and long-term financial future. Many of the proposed policy changes will have significant implications for those earning more than $400,000 a year. As a credit union executive, you may fall into…

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

On October 22, 2020, 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….

Wes Johnson on NPR: Is the Stock Market Predicting a Good Economy Ahead?

On August 26, 2020, Posted by , In Radio Interviews,Wes Johnson CFP®, With No Comments

You’ve probably noticed that since the pandemic hit and drove the stock market into a steep decline, it has rebounded significantly. The tech-heavy NASDAQ, in particular. Yet the economy is far from where it was pre-COVID. The stock market has a history of being a leading economic indicator. Is that…

Summer Newsletter: Behind the Scenes at Our New Location

On July 8, 2020, Posted by , In Newsletters, With No Comments

We are so excited to be settling into our new location in downtown Asheville! We are looking forward to a time when we can give you an in-person tour. Until then, we hope you enjoy these behind-the-scenes pics.

Summer Newsletter: Congratulations Maris!
Graduating During COVID-19

On July 8, 2020, Posted by , In Newsletters, With No Comments

Maris English joined ACT Advisors part-time in March of 2020 when Asheville High School moved to online classes. During her short time here, she has done everything from coordinating the advisors’ appointments to sending out our weekly market commentary emails. Before graduation, Asheville was included on a list of the…

Summer Newsletter Thank You Healthcare Heroes
Client Spotlight: Dr. Polly Watson, MD

On July 8, 2020, Posted by , In Newsletters, With No Comments

All of us at ACT Advisors are deeply grateful to healthcare workers in these challenging times. To all of our clients who are doctors, nurses, technicians, transporters, pharmacists, and anyone who supports patient care, we thank you. Whether you are working the frontlines, researching, educating, or administering, we appreciate you…

Summer Newsletter Thank You Healthcare Heroes
Client Spotlight: Dr. Robert A. Harrington, MD

On July 8, 2020, Posted by , In Newsletters, With No Comments

All of us at ACT Advisors are deeply grateful to healthcare workers in these challenging times. To all of our clients who are doctors, nurses, technicians, transporters, pharmacists, and anyone who supports patient care, we thank you. Whether you are working the frontlines, researching, educating, or administering, we appreciate you…