Doug English, CFP® discusses the markets and what we did in our clients portfolios in July 2022.
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.
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.
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.
