Doug English of ACT Advisors Recognized as One of LPL Financial’s Top Financial Advisors
Doug English, founder of ACT Advisors in Asheville, NC, today announced that his achievements have been recognized with inclusion in LPL Financial’s Summit Club* for 2024. This prestigious distinction celebrates a select group of financial advisors who having achieved excellence in financial guidance are on ambitious growth trajectories.
IRS Scams on the Rise: How to Protect Yourself with Tips from Wes Johnson, Fiduciary Advisor in Mount Pleasant
Recently, we’ve seen a concerning rise in IRS scam activity, and we want to make sure you’re informed and prepared to protect yourself. These scams are becoming increasingly sophisticated, and we’ve had a couple of clients who’ve been targeted. It’s important to know how these scams work so you can stay vigilant and avoid falling victim. Watch this brief video from Wes Johnson, a Certified Financial Planner® professional at our Mount Pleasant office, for tips on protecting yourself from these scams.
Why ACT Advisors’ Move to 100% Fee-Only Advising is a Game-Changer for Our Clients
In December 2023, ACT Advisors made a transformative decision for our business: we transitioned to a 100% fee-only model. Learn how this change benefits our clients.
Wes Johnson: Financial Planning Expert and Community Leader in Mt. Pleasant, SC
Wes Johnson, CFP: A leader in Financial Planning and Community Leadership in Mt Pleasant SC Wes Johnson, CFP, is the co-founder of ACT Advisors, where he helps clients navigate their financial futures with confidence. With years of experience as a Certified Financial Planner™, Wes combines his knowledge with a practical, client-focused approach to financial planning. […]
Understanding the Disconnect Between Stock Market Highs and 401(k) Balances: Insights from Wes Johnson, CFP®
Understanding the Disconnect Between Stock Market Highs and 401(k) Balances: Insights from Wes Johnson, CFP® Wes Johnson, a Certified Financial Planner® Practitioner with ACT, recently joined Mike Switzer on the South Carolina Business Review to address a common concern: why are stock market indices hitting new highs while 401(k) balances aren’t showing the same growth? […]
ACT Advisors Releases 2024 Midyear Economic Outlook: Insights from Doug English and Wes Johnson
ACT Advisors Releases 2024 Midyear Economic Outlook: Navigating a Transformative Economic Landscape ACT Advisors, a leading financial advisory firm headquartered in Asheville, NC, has unveiled its highly anticipated 2024 Midyear Economic Outlook, titled “A Transformative Landscape”. This comprehensive report, crafted by ACT’s team of seasoned financial experts and research partners, delves into the prevailing economic […]
How Credit Union CEOs Can Identify the Opportune Time to Make Bold Leadership Moves that Balance Personal Financial Risk
ACT Advisors today published a white paper for credit union CEOs analyzing how ambitious organizational decisions can potentially affect a CEO’s future employment—and personal finances—and how to strategically balance that risk with long-term simulation planning and executive benefits. Asheville, NC – ACT Advisors, a firm specializing in comprehensive financial planning for credit union executives, today […]
How Credit Union CEOs Can Make Bold Moves and Balance Personal Risk—At the Same Time
When is the appropriate time to undertake your boldest or most innovative projects? As a credit union CEO, you’ve likely considered how the risk of significant organizational changes may affect your future employment, and ultimately, long-term finances. These risks may arise from financial strain on your credit union or political challenges among your board. We’re […]
Reminder: 2019 Contribution Deadlines
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 tax year is April 15, […]
ACT Advisors Welcomes Senior Credit Union Executive Consultant James Gowan
ACT Advisors, a firm specializing in financial planning and investment management for credit union executives, welcomes James Gowan as senior credit union executive consultant who will oversee the continued expansion of ACT Advisors into the credit union space. Gowan brings with him over 30 years’ experience in the CU industry. This experience, a large amount […]