Wes Johnson of ACT Advisors discusses five questions that you should be asking when you’re choosing a financial advisor. Today’s question: How do you get paid?
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.
May was a strong month for stocks, while bonds remained much quieter. Doug English reviews the month, portfolio risk alignment, bond positioning, and a summer tax-planning reminder.
The information presented is for educational purposes only and should not be considered investment, tax, or legal advice. Past performance is not a guarantee of future results. Investing involves risk, including possible loss of principal. Individual portfolio results will vary based on allocation, account type, timing of cash flows, holdings, and client-specific circumstances. Market indices are unmanaged and cannot be invested in directly. ACT Advisors LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For more information, please refer to ACT Advisors’ most recent Form ADV.
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