ACT Advisors Partners with Carolinas Credit Union League
At ACT Advisors, we’ve always believed in going above and beyond for our clients, striving to provide them with the best financial strategies to help secure their futures. Today, we are incredibly excited to announce a significant milestone in our journey—our new partnership with the Carolinas Credit Union League (CCUL)
How AI Can Help Credit Unions Grow Smarter, Not Harder
Unlocking Credit Union Growth in the Age of AI What does it take for credit unions to not just survive—but thrive—in today’s rapidly evolving financial landscape? According to Mitch Rutledge of Vertice AI and Fred Eisel of Vizo Financial, the answer lies in embracing artificial intelligence and data analytics. In their conversation with Doug English, […]
Navigating Recent Market Volatility – What You Need to Know
The financial markets have had a rough week following the recent announcement of a new Trump tariff package. Wes Johnson of ACT Advisors, a fee-only fiduciary wealth management firm with offices in Mount Pleasant, SC, and Asheville, NC, breaks down what’s happening, what it means for your portfolio.
How One Credit Union CEO Made the Bold Move from Acquirer to Mergee—And What It Means for the Industry
From Modest Beginnings to Billion-Dollar Growth Mark Rosa’s credit union career began in 1985 with a $3 million credit union. When he joined Jefferson Parish School Board Employees Credit Union in 2004, the organization was still a single-SEG credit union serving only the local school system. But that soon changed. With a board open to […]
Doug English Provides April 2025 Market and Portfolio Update
Doug English CFP® discusses the markets and what we did in our clients portfolios in March 2025.
Client Spotlight: Dr. Robert A. Harrington and the Launch of a Game-Changing Cancer Research Hub
At ACT Advisors, we’re fortunate to support visionary leaders who dedicate their lives to solving some of the world’s most pressing challenges. One of those leaders is our client, Dr. Robert A. Harrington, whose most recent endeavor marks a pivotal moment in the fight against cancer. A Bold Leap Forward: The Weill Cancer Research Center […]
How Board Backgrounds Shape CEO Compensation—And What Credit Union Leaders Can Do About It
Executive compensation in credit unions isn’t just about financial data—it’s shaped by the personal experiences, values, and biases of board members. Understanding this dynamic is crucial for credit union leaders navigating pay discussions and structuring compensation in a way that supports long-term success. In the latest episode of CU On The Show, host Doug English […]
Doug English Provides March 2025 Market and Portfolio Update
Doug English CFP® discusses the markets and what we did in our clients portfolios in February 2025.
How GAC 2025 Is Breaking Records – And Why You Need to Be There
The Governmental Affairs Conference (GAC) 2025 is shaping up to be one of the biggest and most influential yet. With credit union attendance surpassing last year’s record numbers, a sold-out exhibit hall, and a speaker lineup designed to inspire and equip leaders for the future, this year’s event is set to make history. In the […]
Doug English Provides February 2025 Market and Portfolio Update
Doug English CFP® discusses the markets and what we did in our clients portfolios in January 2025.