Author Archives : Doug English, CFP

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Weekly Bottom Line

On June 28, 2022, Posted by , In Weekly Bottom Line, With No Comments

Existing home sales fell 3.4% in May, extending the losing streak to four months. The months’ supply of inventory recorded an uptick, rising to 2.6. This was up from 2.2 months in April and 2.5 months in May of last year. New single-family home sales rose 10.7% in May but…

April 2022 Update

On May 5, 2022, Posted by , In Doug English CFP®,Videos, With No Comments

Doug English, CFP® discusses what we did in our clients portfolios in April 2022.

March 2022 Update

On April 8, 2022, Posted by , In Doug English CFP®,Videos, With No Comments

Doug English, CFP® discusses what we did in our clients portfolios in March 2022.

How Female Leaders Can Stand Out in the Credit Union Movement

According to data released by the Credit Union National Association (CUNA), 51% of credit union CEOs are women. Still, women are less represented in the credit union workplace now than in the 1980s. Jill Nowacki and Judy Tharp join C.U. on the Show to discuss common workplace challenges women face,…

ACTive Bond Strategy March 2022 Update

On March 4, 2022, Posted by , In Doug English CFP®,Videos, With No Comments

Watch Doug English, CFP®, give an update on the recent ACTive bond strategy changes for March 2022.

Geopolitics and Equities

On March 3, 2022, Posted by , In Doug English CFP®,Videos, With No Comments

Watch Doug English, CFP®, discuss equity strategies in times of geopolitical turmoil.

Navigating Geopolitical Tensions

On March 3, 2022, Posted by , In Doug English CFP®,Uncategorized, With No Comments

  The green shoots are hard to see right now as spring approaches, clouded by war in Ukraine. Democracy is under attack and innocent lives are tragically being lost. But while we keep one eye on overseas developments, the other remains squarely focused on the fundamentals of the U.S. economy…

Should Credit Unions Fund Split-Dollar Plans With Whole Life or Index Universal Life Insurance?

At ACT Advisors, the split-dollar plan is one of the most powerful executive compensation tools we encounter when delivering meaningful benefits to executives. The reasons include relatively reliable returns, lower risk, and their non-taxable nature in most cases. Before a credit union offers a split-dollar plan, however, it must evaluate…

Split-Dollar Versus 457(f) Plans and What Credit Unions Should Evaluate

When building an executive benefits package that seeks to recruit and retain top talent, the question arises: with multiple options, which benefits should we include? Popular choices that uniquely benefit credit unions are the collateral assignment split-dollar (CASD) and 457(f) plans. Both are retention tools that provide retirement benefits to…

Can—and Should—Your Credit Union Serve Cannabis-Related Businesses?

With the legalization of medical and adult-use, i.e., recreational marijuana spreading across the country, you may be considering how your credit union can begin providing services to cannabis-related businesses. Perhaps you don’t know where to start or if you even should. With more research demonstrating the positive benefits of medical…