Author Archives : Doug English, CFP

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Can—and Should—Your Credit Union Serve Cannabis-Related Businesses?

With the legalization of medical and adult-use, i.e., recreational marijuana spreading across the country, you may be considering how your credit union can begin providing services to cannabis-related businesses. Perhaps you don’t know where to start or if you even should. With more research demonstrating the positive benefits of medical…

When to Take Strategic Risk in Your Credit Union—Your ACTion Point

As a credit union executive, should you consider your personal financial success before the direction of your credit union? Yes and no. The reality of your position challenges you to lead your organization boldly into new initiatives, technology, and markets; however, every major decision you make comes with risk. Whether…

How Credit Union CEOs Can Identify the Opportune Time to Make Bold Leadership Moves that Balance Personal Financial Risk

On October 27, 2021, Posted by , In Announcements, By , With No Comments

ACT Advisors today published a white paper for credit union CEOs analyzing how ambitious organizational decisions can potentially affect a CEO’s future employment—and personal finances—and how to strategically balance that risk with long-term simulation planning and executive benefits. Asheville, NC – ACT Advisors, a firm specializing in comprehensive financial planning…

Wes Johnson on NPR: Is the Stock Market Predicting a Good Economy Ahead?

On August 26, 2020, Posted by , In Radio Interviews,Wes Johnson CFP®, With No Comments

You’ve probably noticed that since the pandemic hit and drove the stock market into a steep decline, it has rebounded significantly. The tech-heavy NASDAQ, in particular. Yet the economy is far from where it was pre-COVID. The stock market has a history of being a leading economic indicator. Is that…

Market Volatility and the Coronavirus

On February 28, 2020, Posted by , In Articles,Doug English CFP®, With No Comments

Dear Valued Clients, In these volatile markets we want you to know your ACT Advisors team is on top of what is happening with daily research calls and up to the minute technical data. We are actively looking for opportunities to advance and protect your portfolio and making plans for…

Coronavirus Impacts on the Stock Market

On February 27, 2020, Posted by , In Articles,Doug English,Recent Events, With No Comments

Monday was a tough day in the stock market, with the S&P 500 Index down more than 3% as the number of coronavirus cases reported outside of China jumped. Monday’s losses reversed all of this year’s gains so far for the S&P 500 Index and the Dow Jones Industrial Averages….

Wes Johnson on NPR: “To Fear or Not to Fear” New Stock Market Highs

On November 26, 2019, Posted by , In Radio Interviews,Wes Johnson CFP®, With No Comments

The stock market’s recent all-time highs have some folks seeing a warning sign while others see a green light to invest in the markets. In this interview, Wes Johnson, CFP® discusses if new stock market highs should be feared or embraced. Click the link below to listen to the replay….

ACT Advisors Welcomes Senior Credit Union Executive Consultant James Gowan

On October 22, 2019, Posted by , In Announcements, With No Comments


Don’t be worried! Have a plan.

On October 15, 2019, Posted by , In Doug English CFP®,Videos, With No Comments

Is market uncertainty making you worried? Check out what Doug English, CFP® has to say about what you can do to ease your anxiety.

In Case of Emergency: Essential Documents to Take with You

On September 3, 2019, Posted by , In Articles, With No Comments

Hurricanes, fires, storm surges and other emergencies may make it necessary for you to evacuate your home. First and foremost, the priority in an emergency should be the safety of you and your family. Tracking down important documents (like insurance policies) shouldn’t delay leaving quickly and safely. Ideally, you should…