Are you taking too much risk? Your financial plan can help you minimize your exposure to risk. Your personal index can help you understand the risk in your investments and a professional review of your financial documents can highlight areas of risk that have gone overlooked.
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Doug English and Wes Johnson discuss ACT Advisors’ investment committee process, including research inputs, model portfolios, taxable-account review, and how outside investment ideas are evaluated.
Doug English, CFP®, reviews a quieter month for markets and explains what ACT is watching next.
• The U.S.–Iran deal to end the fighting and reopen the Strait of Hormuz eased energy-market pressure this week, but progress is likely to be gradual and geopolitical risks remain. • Retail sales showed that consumers are still spending despite higher gasoline prices, while elevated mortgage rates continue to weigh