Doug English, CFP®, talks about recent updates to withdrawal sources and what you can expect from your February statements.
Doug English, CFP® discusses the markets and what we did in our client’s portfolios in September 2025.
Doug English, CFP® discusses the markets and what we did in our client’s portfolios in August 2025.
Doug English, CFP® discusses the markets and what we did in our client’s portfolios in July 2025.
If this month’s video raised questions about your plan, let’s talk it through. We’ll review your priorities, discuss any tax or investment factors relevant to your overall financial picture, explain our fee-only fiduciary approach, and outline practical next steps you can take right away—no obligation.
The information presented is for educational purposes only and should not be considered investment, tax, or legal advice. Past performance is not a guarantee of future results. Investing involves risk, including possible loss of principal. Market indices are unmanaged and cannot be invested in directly. ACT Advisors LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For more information, please refer to ACT Advisors’ most recent Form ADV.