AI Infrastructure: A New Pillar of Economic Growth
In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty
November 18, 2025
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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.
In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty
The longest U.S. government shutdown in history finally ended after 43 days. However, markets reacted cautiously, with equities generally trending lower amid a selloff in
How should a credit union apply insights from the 2025 CUES Executive Compensation Survey? In this episode of C.U. On The Show, host Doug English, CFP®, speaks with Sharon Messmore of CUES about how credit unions can interpret survey data, identify trends, and use the findings to support fair, transparent, and strategically aligned compensation structures.
Doug English, CFP® discusses the markets and what we did in our client’s portfolios in October 2025.
In this C.U. On The Show episode, host Doug English sits down with payments futurist Becky Reed of BankSocial and Cooper Thompson, VP of Innovation for Embedded Finance & Digital Assets at Fiserv. They explain—in plain English—what stablecoins are, how wallet-based payments work, and how blockchain transparency could enhance fraud-prevention efforts in financial services.
Celebrating Leadership: Devon Lyon Named CEO of the Year by the Cooperative Credit Union Association At ACT Advisors, we believe great leadership inspires progress—not just
In a year that could easily be defined by a few different words — including
Doug English, CFP® discusses the markets and what we did in our client’s portfolios in
Doug English, CFP® discusses the markets and what we did in our client’s portfolios in