Thinking About a Move? Use Values‑Aligned Investing to Future‑Proof Your Advisory Practice

Published on March 25, 2026

The financial advisory space has never been more competitive, or more ripe for transformationFee compression, AI encroachment, tightening compliance, and clients with increasingly sophisticated expectations are pushing experienced Advisors to ask a fundamental question: Is
it time to make a move?

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How Do You Value Zero Growth

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How Do You Value Zero GrowthIn this video, Chuck Carnevale (“Mr. Valuation”) explains the fundamentals of stock valuation and addresses a common misconception: that all companies should be valued at the same price-to-earnings (P/E) ratio.

Let the Games Begin: Markets vs. The Fed

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Although the US now produces more oil than it consumes, it still exports lighter crude and imports heavier crude that US refineries need. As a result, global supply disruptions continue to play an outsized role in determining what US consumers pay at the pump. In short, during geopolitical crises, international oil markets matter more for gasoline prices than domestic production alone.