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.

More Keys for Markets in 2026

In our Weekly Market Commentary on November 17, we previewed our Outlook 2026 publication, due out on December 9. We highlighted several keys for markets

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Weekly Bottom Line

Market expectations for a Fed rate cut on December 10th are now north of 80%, as key Fed officials voice support for a further reduction.

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How Credit Unions Win with Heart and Humanity in a Digital World

In this episode of C.U. on the Show, host Doug English sits down with Lee Silber—author of The Credit Union Way—to explore why stories of compassion, connection, and community remain at the heart of the credit union movement. From tellers who create policies on the fly to help members in need, to branch managers who step in during times of crisis, Silber makes the case that smaller, more personal institutions have a unique advantage.

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