How Credit Unions Can Leverage Subordinated Debt for Growth and Impact
In the financial landscape, where innovation meets tradition, credit unions have found a powerful tool in subordinated debt to fuel growth, impact, and community support. Today, we delve into an insightful discussion featuring Todd Fanning, CFO and Interim CEO (September 2023- February 2024) of GreenState Credit Union, and Mike Macchiarola CEO of Olden Lane, exploring […]
April 2024 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in March 2024.
How Technology Can Humanize Culture: Transforming Credit Union Workplaces
In a world where technological advancements continue to shape and redefine the landscape of credit unions, the question of how technology can humanize culture is not just pertinent but essential. In this detailed exploration with Dr. Troy Hall, a best-selling author and expert in talent retention and cohesion culture, we delve into the ways technology […]
March 2024 Market and Portfolio Video Update
Wes Johnson, CFP® discusses the markets and what we did in our clients portfolios in February 2024.
February 2024 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in January 2024.
January 2024 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in December 2023.
December 2023 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in November 2023.
November 2023 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in October 2023.
October 2023 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in September 2023.
September 2023 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in August 2023.