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.
Fourth quarter earnings season unofficially kicks off this week with a dozen banks and asset managers in the S&P 500 slated to report. Results will
The payrolls report for December came in weaker than expected, capping off the “low hire, low fire” 2025 jobs market. Global oil markets adjusted to
In this episode of C.U. On The Show, Doug English welcomes back Peter Myers of DDJ Myers for a deep, practical conversation on board renewal and board performance. As credit unions face accelerated board turnover, CEO transitions, and shifting competitive pressures, Peter explains how boards can objectively assess their effectiveness, align on the most strategic priorities, and intentionally evolve to the next level of governance impact.
ACT Advisors’ Doug English reflects on 2025 market performance, the value of staying disciplined through volatility, and why thoughtful financial planning matters as we head into 2026.
How can credit unions use CUSOs (credit union service organizations) and FinTech partnerships as intentional tools for growth instead of one-off “shiny object” deals? In this episode of C.U. On The Show, host Doug English talks with Capstone Strategic’s John Dearing about approaching CUSOs and FinTechs with a proactive external growth strategy, deciding when to build, buy, or partner, and how collaboration can help credit unions pursue new opportunities.
In this C.U. On The Show conversation, host Doug English talks with Andrea Argueta of Glia about approaches credit unions are using to incorporate AI into member service. They discuss where organizations are finding early operational benefits, how hand-offs to human agents are managed, and ways leaders are evaluating interaction strategies.
Fourth quarter earnings season unofficially kicks off this week with a dozen banks and asset
ACT Advisors’ Doug English reflects on 2025 market performance, the value of staying disciplined through
Doug English, CFP® discusses the markets and what we did in our client’s portfolios in