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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,…

ACT Advisors Summer Newsletter 2019

On June 20, 2019, Posted by , In Newsletters, With No Comments

Our summer newsletter is here! In this issue: Wes Johnson answers your questions on Creating a Solid Financial Plan Clients in the News: South Carolina Federal Credit Union Awards $50,000 in Scholarships Client Spotlight: Clemson Paw Partners to the Rescue Click here to download the newsletter.

ACT Advisors Spring Newsletter 2019

On April 18, 2019, Posted by , In Newsletters, With No Comments

Our spring newsletter is here! In this issue: Bull Market Reaches 10 Years  Developing Productive Citizens in the 21st Century Protect Yourself from Tax Season Fraud Click here to download the newsletter. Preview (opens in a new window)

ACT Advisors Winter Newsletter 2018

On December 18, 2018, Posted by , In Newsletters, With No Comments

Our winter newsletter is here! In this issue: In My Grandfather’s Footsteps on the Western Front: A special multi-page feature article from former ACT Advisor, Sarah Barnhill, detailing her adventure retracing her grandfather’s footsteps from World War 1.  ACT Advisors Community Award Recipients Traveling Tote Winner and 2019 Theme Announcement…

ACT Advisors Summer Newsletter 2018

On September 13, 2018, Posted by , In Newsletters, With No Comments

Our summer newsletter is here! In this issue: ACT Advisors Welcomes Tim Mowrey In Case of Emergency: Essential Documents to Take With You Client Spotlight: John Snowden and Victoria Montgomery with the Military Magnet Academy Foundation ACT Advisors Fanny Pack Photo Contest Click here to download the newsletter.

ACT Advisors Spring Newsletter

On April 3, 2018, Posted by , In Newsletters, With No Comments

Our spring newsletter is here! In this issue: Is Your Financial Plan Taking Advantage of the New Tax Law 5 Tips for Spring Cleaning Your Finances In Case You Missed It… What’s New at ACT Advisors Retired First Sgt. Harry J. Latta Awarded Purple Heart ACT Advisors Fanny Pack Photo…

ACT Advisors Fall Newsletter 2017

On November 21, 2017, Posted by , In Newsletters, With No Comments

Our fall newsletter is here! In this issue: Essential Documents for Your Young Adult Safeguarding Important Documents in the Vault Have You Taken Your RMD? Noteworthy Non-profit: FAVOR Greenville Eclipse Photo Contest Click here to download the newsletter.

ACT Advisors Summer Newsletter 2017

On August 1, 2017, Posted by , In Newsletters, With No Comments

Our summer newsletter is here! In this issue: To Our Clients on Building Your Bucket List Building a Better Bucket List – Even in Their 90s Greenville Hospital System Receives First of Its Kind Gift Author Spotlight: New Releases A Shift in Market Control Click here to download the newsletter.

ACT Advisors Spring Newsletter 2017

On April 18, 2017, Posted by , In Newsletters, With No Comments

Our spring newsletter is here! In this issue: Smile and Say Cheese: Our New Look Going Above and Beyond for Our Clients Honoring American Heroes A Tae Kwon Do Ministry: Faith, Family, and Fitness 2017 Traveling Totes Contest Click here to download the newsletter.