ACT Advisors Recognized in LPL Financial’s 2025 Summit Club
We’re proud to share that ACT Advisors has been recognized through LPL Financial’s 2025 Summit Club, an honor reserved for a select group of advisory firms nationwide. This recognition reflects the collective work of the ACT Advisors team and our shared commitment to disciplined planning, proactive risk management, and long-term partnership with our clients. In an […]
February 2026 Market Update: A Look at the Start of the Year and What We’re Watching Ahead
January 2026 opened with modest stock market gains and stable bond performance. Doug English of ACT Advisors reviews market activity and outlines how portfolios and financial planning are being approached in February.
How Credit Unions Can Thoughtfully Explore AI Agents While Protecting Member Trust
In this episode of C.U. On The Show, Doug English speaks with Elizabeth Wadsworth of Velera about the evolving role of artificial intelligence in credit unions. The conversation focuses on AI agents, responsible AI governance, and how credit unions can evaluate emerging technologies in a way that aligns with their mission, risk posture, and strategic goals.
Investors Face Uncertainty in 2026—But Markets May Still Offer Opportunity
Doug English, Certified Financial Planner™ with ACT Advisors, recently joined South Carolina Business Review to share his perspective on what investors may want to consider in 2026.
How Credit Union Boards Can Renew Themselves to Drive Stronger Governance Performance
In this episode of C.U. On The Show, Doug English welcomes back Peter Myers of DDJ Myers for a deep, practical conversation on board renewal and board performance. As credit unions face accelerated board turnover, CEO transitions, and shifting competitive pressures, Peter explains how boards can objectively assess their effectiveness, align on the most strategic priorities, and intentionally evolve to the next level of governance impact.
Looking Back to Move Forward: What 2025 Taught Us About Investing and Planning for 2026
ACT Advisors’ Doug English reflects on 2025 market performance, the value of staying disciplined through volatility, and why thoughtful financial planning matters as we head into 2026.
How CUSOs and FinTech Partnerships Can Become a Powerful Growth Engine for Credit Unions
How can credit unions use CUSOs (credit union service organizations) and FinTech partnerships as intentional tools for growth instead of one-off “shiny object” deals? In this episode of C.U. On The Show, host Doug English talks with Capstone Strategic’s John Dearing about approaching CUSOs and FinTechs with a proactive external growth strategy, deciding when to build, buy, or partner, and how collaboration can help credit unions pursue new opportunities.
How Credit Unions Can Deploy AI to Elevate Member Service and Reduce Costs
In this C.U. On The Show conversation, host Doug English talks with Andrea Argueta of Glia about approaches credit unions are using to incorporate AI into member service. They discuss where organizations are finding early operational benefits, how hand-offs to human agents are managed, and ways leaders are evaluating interaction strategies.
December 2025 Market Update: Reflecting on a Strong Year and Preparing for 2026
Doug English, CFP® discusses the markets and what we did in our client’s portfolios in November 2025.
How Credit Unions Win with Heart and Humanity in a Digital World
In this episode of C.U. on the Show, host Doug English sits down with Lee Silber—author of The Credit Union Way—to explore why stories of compassion, connection, and community remain at the heart of the credit union movement. From tellers who create policies on the fly to help members in need, to branch managers who step in during times of crisis, Silber makes the case that smaller, more personal institutions have a unique advantage.