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

The U.S. and Iran agreed to a two-week ceasefire, leading to a sharp drop in oil prices and rally in U.S. equities. Headline CPI inflation

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How Credit Unions Can Improve Member Experience and Operational Efficiency with AI-Enhanced Workflows

In this episode of C.U. on the Show, Doug English speaks with leaders from Alliance Catholic Credit Union and Shift Mate about how credit unions can better connect fragmented data, streamline internal processes, and enhance member engagement. The discussion focuses on how AI-supported workflows may help improve efficiency, support lending operations, and provide more timely, relevant member interactions.

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