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.
How presidential elections can impact investments: Insights from Doug English
The approach of a U.S. presidential election can stir a lot of market speculation. As financial markets are highly sensitive to uncertainty, many investors wonder if election outcomes will have a substantial impact on their portfolios. In a recent discussion with Mike Switzer of South Carolina Business Review, Doug English highlighted key considerations for investors […]
Hurricane Helene’s Impact on Asheville, NC; How You Can Help
Western North Carolina recently faced a catastrophic blow from Hurricane Helene, resulting in widespread devastation. The storm caused severe flooding, power outages, and significant damage to homes and infrastructure throughout the town and surrounding areas. Many organizations are working to help citizens recover.
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 […]