Why Financial Planners Are Wary of Overpriced U.S. Stocks
Financial planner Wes Johnson explains why today’s U.S. stock valuations concern advisors and how investors can defend portfolios against concentrated risk.
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.