
Weekly Bottom Line
Kevin Warsh takes the helm of the Federal Reserve after his nomination was confirmed by the Senate this week. Inflation spiked in April, with CPI
This is our blog—weekly commentary, monthly video portfolio updates, bold podcast episodes, and practical planning guidance written to help you make thoughtful moves without the noise.
We focus on what changes, why it matters, and what to do next. No hot takes, no jargon—just clear context on markets, taxes, and planning from a fee-only fiduciary team.

Kevin Warsh takes the helm of the Federal Reserve after his nomination was confirmed by the Senate this week. Inflation spiked in April, with CPI

Headlines surrounding the Middle East have dominated investor attention since late February. While uncertainty remains elevated, diplomatic negotiations have supported equities, even as fixed income

In this episode of C.U. on the Show, Doug English speaks with Dan Prezioso of Olden Lane about trends influencing the credit union industry. Their conversation explores demographic changes, evolving technological expectations, and increased competition from digital financial platforms

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 varied depending on how each portfolio is structured.
In this month’s update, Doug walks through the market drivers behind those results and how to think about what you may be seeing across your accounts. It’s a helpful reminder of how different parts of a portfolio can behave in different environments—and why allocation matters.

How disciplined investors can navigate market volatility during global uncertainty Geopolitical chaos doesn’t have to mean portfolio chaos. Wes Johnson sat down with SC Public

ASHEVILLE, NC – ACT Advisors, a fee-only fiduciary wealth management firm, today announced the appointment of Ruth Hays as Financial Advisor, strengthening the firm’s presence
Headlines surrounding the Middle East have dominated investor attention since late February. While uncertainty remains
April was a strong month for stocks and a more modest month for bonds. Because
April 2026 market update: Stocks and bonds declined in March, but volatility remains within historical