
The Cash Flow Case for Value
LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.A regime in transition.
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.

LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.A regime in transition.

In his Jackson Hole keynote, Fed Chair Kevin Warsh delivered a hawkish assessment, prompting market odds to shift firmly toward a near-term rate hike. The

Daniel Arita of First Entertainment Credit Union discusses the strategy behind CineFi and the opportunities and challenges credit unions may encounter as financial services become increasingly digital.

Lamont Black and Doug English explore practical ways to bring AI into board preparation today—and how it may reshape boardroom decision-making in the future.
July brought broad declines across stocks and bonds. Doug English, CFP®, shares ACT Advisors’ qualified outlook, a QQQ Technology Index update, and a secure tax-return upload reminder.

In this episode of C.U. On The Show, host Doug English speaks with Tansley Stearns, president and CEO of Orsa credit union, and Jamie Jackson, founder and CEO of Arkatechture.
LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and
May was a strong month for stocks, while bonds remained much quieter. Doug English reviews
April was a strong month for stocks and a more modest month for bonds. Because