Author Archives : Doug English, CFP

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Why Credit Union Executives Need Financial Planning More Than Others

On September 2, 2018, Posted by , In Doug English CFP®,Videos, With No Comments

Certified Financial Planner Doug English discusses how complexity sets credit union executives apart from other employees. Financial planning provides credit union executives with insight and clarity into their benefits packages. Are you ready to see how we can help you reach your financial goals? Contact Us

What to do with your 403(b) or 401(k) when you change jobs or retire?

On August 21, 2018, Posted by , In Videos, With No Comments

What are our clients asking about this week? Trade Wars.

On August 14, 2018, Posted by , In Doug English CFP®,Videos, With No Comments

Recapping the Latest Earnings & GDP Reports

On August 7, 2018, Posted by , In Articles, With No Comments

As we look back on the month of July, the standout stories for the summer so far have been strong U.S. economic growth and surging corporate profits. Although tariffs continue to grab headlines and may raise investor concern, it doesn’t seem that they will have a meaningful impact on second…

ACT Advisors Welcomes Tim Mowrey, CFP®

On July 31, 2018, Posted by , In Announcements, With No Comments

We have the great pleasure of announcing that Mowrey Investment Management, a Raleigh, NC based fee-only financial planning and investment management firm, has recently joined the ACT Advisors, LLC fee-only RIA team. This is a union of two firms with strengths that are highly complementary and focused on providing an…

Doug English on NPR: Local Prognosticator Not Concerned with Market Volatility

On April 17, 2018, Posted by , In Doug English CFP®,Radio Interviews, With No Comments

With the return to volatility in 2018 a lot of investors are wondering where we go from here. Doug English, CFP® talks recent volatility and more on the South Carolina Business Review on NPR.   The opinions voiced in this material are for general information only and are not intended…

ACT Advisors Spring Newsletter

On April 3, 2018, Posted by , In Newsletters, With No Comments

Our spring newsletter is here! In this issue: Is Your Financial Plan Taking Advantage of the New Tax Law 5 Tips for Spring Cleaning Your Finances In Case You Missed It… What’s New at ACT Advisors Retired First Sgt. Harry J. Latta Awarded Purple Heart ACT Advisors Fanny Pack Photo…

Volatility During Healthy Markets

On February 6, 2018, Posted by , In Articles, With No Comments

After more than 18 months of nearly uninterrupted advances, the U.S. equity markets started declining last week, with a large sell-off on February 5, 2018. Although it is always difficult to endure these declines when they’re occurring, it’s important to focus on the underlying fundamentals of the economy and the…

ACT Advisors Fall Newsletter 2017

On November 21, 2017, Posted by , In Newsletters, With No Comments

Our fall newsletter is here! In this issue: Essential Documents for Your Young Adult Safeguarding Important Documents in the Vault Have You Taken Your RMD? Noteworthy Non-profit: FAVOR Greenville Eclipse Photo Contest Click here to download the newsletter.

Doug English on NPR: Taking Some Risk Off the Table

On October 24, 2017, Posted by , In Radio Interviews, With No Comments

Doug English, CFP® discusses increased stock market risks on NPR’s South Carolina Business Review. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual security. To determine which investment(s) may be appropriate for you, consult your…