Becoming an Independent Advisor – The Hard Data By James J. Spinelli, ChFC®, AIF® on August 12, 2025August 12, 2025 The “soft” advantages of becoming an independent financial advisor are obvious: greater autonomy, the freedom to choose your products and… Read More
Powell Under Pressure By Evan Coffey on July 31, 2025August 18, 2025 Nothing says monetary tension like a photo op in hard hats. When President Trump and Fed Chair Jerome Powell toured… Read More
Coldplayed By Eric Parnell, CFA on July 25, 2025August 18, 2025 Coldplayed, verb Emotionally disappointed from being caught up in high hopes, only to be let down Being unintentionally exposed while… Read More
10 Years Gone By Stef Dolan on July 21, 2025October 22, 2025 Last week, I had the opportunity to visit our GVA Advisors in Boca Raton, Florida. This week’s article is inspired… Read More
2025 Second Half Outlook By Eric Parnell, CFA on July 9, 2025July 9, 2025 The second half of 2025 is underway. And now that we’ve enjoyed our final Fourth of July festivities before the… Read More
The Power Strain By Evan Coffey on July 1, 2025July 1, 2025 The explosive rise of artificial intelligence has made semiconductors the new oil, but electricity may become the new constraint. As… Read More
How Times Change By Eric Parnell, CFA on June 24, 2025June 24, 2025 It all seems very bizarre. I was born in 1973, so three ubiquitous kid fears were subconsciously ingrained into my… Read More
Jaws By Eric Parnell, CFA on June 17, 2025June 17, 2025 “That’s some bad hat, Harry” – Chief Martin Brody, Jaws, 1975 It is the golden anniversary for the summer blockbuster. … Read More
401k Participants and Market Uncertainty By Jason Kell, AIF® on June 11, 2025June 11, 2025 The markets are choppy—and retirement confidence is following suit. April 2025 has ushered in significant market volatility, primarily driven by… Read More
Water By Eric Parnell, CFA on June 10, 2025June 10, 2025 “The water understands Civilization well; It wets my foot, but prettily, It chills my life, but wittily, It is not… Read More
Summertime Playbook By Eric Parnell, CFA on June 3, 2025June 3, 2025 Although summer does not officially begin until June 20, my mental view of seasons is grouped by the months. Summer:… Read More
The Deficit Spiral By Evan Coffey on May 29, 2025May 29, 2025 Setting the Stage The United States’ deteriorating fiscal position is beginning to cast a shadow over Wall Street’s rally since… Read More