China Holds Keys to Post-War Oil Prices
• Global growth remains uneven, with the U.S. economy continuing to outperform while China faces softer demand and a less consistent recovery. For an in-depth
July 21, 2026
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Your financial life is complex—and moving fast. If you value strategy, clarity, coordination, and expert partnership, you’re in the right place.
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You have significant assets or income, growing complexity, and the responsibility that comes with both. You may be navigating major life events—retirement, a business sale, inheritance, or preparing to transfer wealth to the next generation. You want integrated advice that connects investments, taxes, estate planning, and legacy goals. We provide thoughtful collaboration, clear guidance, and a relationship grounded in trust.
You’ve built a mission-driven career and earned benefits like 457 plans or split-dollar arrangements—benefits that require specialized, objective guidance. You want advice that aligns with your values, reduces unnecessary tax exposure, and takes advantage of your Tax Delta™ superpower. We understand the credit union movement and help you uncover opportunities within your current benefits package—so it works as hard for you as you do for your members.
We guide you with intentional strategies—and never rely on gimmicks, commissions, or shortcuts. Here’s what sets us apart.
We guide you with intentional strategies—and never rely on gimmicks, commissions, or shortcuts. Here’s what sets us apart.
These reviews reflect the care, clarity, and professionalism we bring to every relationship. We encourage feedback—but never compensate or edit what’s shared. What you read here is 100% authentic. You can read more of our reviews here.
Dealing with Pat Latta at ACT Advisors is a pleasure, Pat is knowledgeable, and considerate, and most accommodating
Wes WalkerDoug English and his stalwart crew have been successfully managing our investments for years. His knowledge, personal approach, and sage advice have always given us confidence that our money was in good hands.
Ken R.I am quite satisfied with LPL and especially my advisor, Doug English, and his staff. They r always prompt and efficient when I have a question or request
Mary VandegriftMy wife and I have had the pleasure of working with Pat Latta and the whole ACT Advisors Team for years, and we cannot express enough how impressed we are with their professionalism and expertise. Pat took the time to truly understand our financial goals and aspirations, and then crafted a comprehensive plan tailored specifically to our needs. He patiently walked us through each step of the process, ensuring that we fully understood all of our options and felt comfortable with the decisions being made. What sets Pat apart is his genuine care for his clients' financial, as well as personal, well-being. His proactive approach to financial planning helps us feel confident about our financial future and empowers us to make informed decisions. We highly recommend Pat and the entire ACT Advisors Team to anyone in need of expert financial guidance. Their dedication, integrity, and personalized service make them stand out when compared to other financial service providers we have worked with in the past. Thank you, Pat and Team, for your exceptional support and guidance!
Jack VandenbergheThese reviews are from current ACT Advisors clients who were not compensated for their feedback. Client experiences may vary and are not indicative of future results. Reviews appear as posted on a third-party site without editing.
From your first meeting to every milestone ahead, our team is here to offer steady guidance and exceptional service.
See Around Corners. Navigate with Clarity.
• Global growth remains uneven, with the U.S. economy continuing to outperform while China faces softer demand and a less consistent recovery. For an in-depth
Doug English and guests discuss CUltivate AI, a credit union-focused CUSO, and AI governance, transparency, privacy and practical use cases.
Doug English and Wes Johnson discuss ACT Advisors’ investment committee process, including research inputs, model portfolios, taxable-account review, and how outside investment ideas are evaluated.
Doug English, CFP®, reviews a quieter month for markets and explains what ACT is watching next.
We don’t believe in sales pressure or one-size-fits-all advice.
Just a thoughtful conversation about where you are, what’s ahead, and whether we’re the right partner to help.