November 2025 Market Update: October Gains and Year-End Planning

Doug English, CFP® discusses the markets and what we did in our client’s portfolios in October 2025.
October 2025 Market Update: Municipal Bonds Catch Up and Portfolios Stay Strong

Doug English, CFP® discusses the markets and what we did in our client’s portfolios in September 2025.
September 2025 Market Update: Stocks, Bonds, and Preparing for Insurance Gaps

Doug English, CFP® discusses the markets and what we did in our client’s portfolios in August 2025.
Doug English Provides August 2025 Market and Portfolio Update

Doug English, CFP® discusses the markets and what we did in our client’s portfolios in July 2025.
Wes Johnson Provides July 2025 Market and Portfolio Update

Wes Johnson CFP® discusses the markets and what we did in our clients portfolios in June 2025.
Doug English Provides June 2025 Market and Portfolio Update

Doug English CFP® discusses the markets and what we did in our clients portfolios in May 2025.
Doug English Provides May 2025 Market and Portfolio Update

Doug English CFP® discusses the markets and what we did in our clients portfolios in April 2025.
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.
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.
Navigating Market Volatility: Why This Stock Market Drop Is Normal

The stock market has hit a rough patch recently, causing some investors to feel uneasy. But before you panic, it’s important to put this downturn into perspective. Wes Johnson of ACT Advisors, a fee-only fiduciary wealth management firm with offices in Mount Pleasant, SC, and Asheville, NC, explains why this market pullback is not only expected—but completely normal.