Change Your Price (and Keep the Change!)

Published on July 18, 2025

Many advisors undercharge out of fear, but increasing fees to match your value strengthens client relationships and ensures you’re rewarded for the services you provide.

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Beyond Nvidia: Are You Overlooking An AI Opportunity?

July 18, 2025
Last week, Nvidia—whose processors are a key driver of the AI wave—became the world’s first publicly traded company to hit $4 trillion in market value.

Value: That Was Then, This is Now

July 18, 2025
As of June 2025, the relative valuation of the cheapest 50% of the U.S. stock market compared to the expensive half is at the 3rd percentile in our 40+ years of data.