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

Kevin Warsh takes the helm of the Federal Reserve after his nomination was confirmed by the Senate this week. Inflation spiked in April, with CPI

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How Credit Unions Are Navigating Changing Member Expectations

In this episode of C.U. on the Show, Doug English speaks with Dan Prezioso of Olden Lane about trends influencing the credit union industry. Their conversation explores demographic changes, evolving technological expectations, and increased competition from digital financial platforms

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May 2026 Market Update: Strong Stocks, Modest Bonds

April was a strong month for stocks and a more modest month for bonds. Because portfolios generally include a mix of both, results were positive overall for many allocations, but varied depending on how each portfolio is structured.
In this month’s update, Doug walks through the market drivers behind those results and how to think about what you may be seeing across your accounts. It’s a helpful reminder of how different parts of a portfolio can behave in different environments—and why allocation matters.

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