Decisions, Not Drama

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.

Weekly Bottom Line

With no end in sight, the government shutdown is nearing the longest in U.S. history. A meeting between President Trump and President Xi led to

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How Stablecoins Help Credit Unions Cut Cross-Border Costs and Boost Member Trust

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.

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Devon Lyon Named CEO of the Year

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

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How to Align CEO Compensation with Strategy—and Strengthen Credit Union Governance

In this episode of C.U. on the Show, host Doug English sits down with Peter Myers to unpack a practical framework for CEO oversight that ties compensation, evaluation, and strategy into one coherent system. If you’re a CEO, board chair, or emerging executive, you’ll walk away with steps to reduce friction, improve accountability (in the positive, rewarding sense), and keep your credit union’s strategy front and center.

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