This is our blog—weekly commentary, monthly video portfolio updates, bold podcast episodes, and practical planning guidance written to help you make thoughtful moves without the noise.
We focus on what changes, why it matters, and what to do next. No hot takes, no jargon—just clear context on markets, taxes, and planning from a fee-only fiduciary team.
Corporate America faces a higher bar this earnings season. Technology and artificial intelligence (AI) names remain in the spotlight amid ongoing spending, financing, and monetization
Falling Treasury yields brought relief, but this was paired with weakening sentiment and a sell-off in tech stocks. Housing remains caught between punishing borrowing costs
Approaching this window with a multi-year strategy—rather than a year-by-year mindset—may help manage lifetime tax exposure and improve tax flexibility in retirement and estate planning.
When a caller, email, or text makes it feel as though you must act immediately, that urgency deserves a closer look. Scams increasingly use convincing
In the October market update from ACT Advisors, Doug English, CFP®, founder of ACT Advisors, explains why different parts of the market moved in different
Market forecasts can be interesting. They can also become a distraction when every new headline is treated as a reason to change course. In our
Corporate America faces a higher bar this earnings season. Technology and artificial intelligence (AI) names
May was a strong month for stocks, while bonds remained much quieter. Doug English reviews
April was a strong month for stocks and a more modest month for bonds. Because