Our clients have been asking a lot of questions about I Bonds recently. In this video, Doug English, CFP® and Wes Johnson, CFP® discuss I Bonds including when they may be a good fit for your investment strategy and what to know before you invest.
Doug English, CFP®, reviews a quieter month for markets and explains what ACT is watching next.
May was a strong month for stocks, while bonds remained much quieter. Doug English reviews the month, portfolio risk alignment, bond positioning, and a summer tax-planning reminder.
April was a strong month for stocks and a more modest month for bonds. Because portfolios generally include a mix of both, results were positive overall for many allocations, but
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. Individual portfolio results will vary based on allocation, account type, timing of cash flows, holdings, and client-specific circumstances. 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.
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.
