New Year, Same Bull Market?

As the new year officially gets underway, there’s the usual sense of renewed optimism and excitement over new opportunities. However, recent stock market activity is casting a shadow over this sentiment. Momentum in equity markets has recently stalled, and breadth measures have deteriorated, suggesting the recent pullback might not be over. The silver lining to […]

Weekly Bottom Line

U.S. Treasury yields have jumped yet again, after another payrolls report topped expectations. If the economy can manage this level of interest rates without losing much momentum, the need for additional rate cuts becomes an open question. The Trump administration is set to take over on January 20th, with tariffs top-of-mind. If you are having […]

How Credit Union Leaders Can Master Bank Acquisitions

Bob Steensma of Five Star Credit Union and David Southall of Innovations Credit Union share their bank acquisition experiences, strategies, and lessons learned from integrating new teams, ensuring cultural alignment, and overcoming operational challenges. Learn how to evaluate the financial feasibility of acquisitions, retain employees and customers, and streamline complex system conversions. Whether you’re considering your first acquisition or refining your approach, Southall and Steensma provide a roadmap towards success. Don’t miss the key takeaways from their years of experience and discover how to grow your credit union strategically while maintaining your values. Listen to the full podcast episode to explore these insights further and equip your team for your next big move.

Tax Delta™: Unlock Strategic Tax Opportunities with ACT Advisors

At ACT Advisors, we’re passionate about helping our clients make the most of their financial opportunities. One of the most powerful tools we use in tax planning is our proprietary Tax Delta™ framework. This innovative approach identifies the tax-saving potential hidden throughout your financial journey. Here, we’ll introduce you to the Tax Delta™ concept, explain how it works, and show you why it’s a game-changer for strategic financial planning.

How Credit Union Mergers Create Member Benefits—and When They Don’t

How Credit Union Mergers Create Member Benefits—and When They Don’t Mergers have long been a tool for credit unions to adapt, grow, and serve their members. However, a deep dive into the research and real-world experiences reveals that the benefits of credit union mergers vary widely depending on the motivation and execution. In this episode […]

Hurricane Helene’s Impact on Asheville, NC; How You Can Help

Western North Carolina recently faced a catastrophic blow from Hurricane Helene, resulting in widespread devastation. The storm caused severe flooding, power outages, and significant damage to homes and infrastructure throughout the town and surrounding areas. Many organizations are working to help citizens recover.

How Credit Unions Can Make the Most of the Governmental Affairs Conference (GAC) 2024

The credit union movement’s biggest annual advocacy event, the Governmental Affairs Conference (GAC) hosted by America’s Credit Unions, will occur this year from March 3 to 7 in Washington, D.C. and draw an estimated 6,000 attendees, including CEOs, board members, and executives. In addition to networking and informative sessions, the event offers credit union leaders […]