Our clients have been asking a lot of questions about I Bonds recently. In this video, Doug English, CFP® and Wes Johnson, CFP® discuss I Bonds including when they may be a good fit for your investment strategy and what to know before you invest.
How ACT Advisors’ Investment Committee Process Works
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.
