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.
April 2026 market update: Stocks and bonds declined in March, but volatility remains within historical norms. Learn how disciplined portfolio management and strategic positioning can help investors stay on track.
Middle East tensions continue to drive market volatility, with energy prices remaining highly sensitive to tentative signs of de‑escalation. Markets have sharply repriced Fed expectations.
Earnings drive stock prices over time, but not all the time. Clearly, we’re in an environment where stocks are moving on developments in the Mideast
Market volatility tied to geopolitical events can be unsettling. Here’s how recent developments may impact markets and why maintaining a long-term perspective matters.
In this episode of C.U. On The Show, Doug English sits down with Randy Stolp of Loan NFT and Lamont Black of Wide Open Ventures to discuss an emerging concept within the credit union movement: the tokenization of loan participations. By combining blockchain infrastructure, AI-driven analytics, and cooperative marketplace concepts, the discussion explores how technology could potentially modernize the way credit unions manage liquidity, risk, and lending capacity.
In this episode of C.U. On The Show, Doug sits down with Jed Meyer, CEO of St. Cloud Financial, to explore how a credit union can approach digital assets responsibly. Rather than focusing on hype or speculation, the discussion centers on member education, long-term strategic planning, regulatory engagement, and building infrastructure designed to preserve trust and institutional control as payment systems evolve.
April 2026 market update: Stocks and bonds declined in March, but volatility remains within historical
Earnings drive stock prices over time, but not all the time. Clearly, we’re in an
Market volatility tied to geopolitical events can be unsettling. Here’s how recent developments may impact