Economic & Market Report: Winter Came Early This Year By Eric Parnell, CFA on January 21, 2025January 21, 2025 Capital markets had a rousing day on Wednesday. Not only are the initial earnings reports from the nation’s leading banks coming in strong, but a better-than-expected reading on inflation for December sent both stocks and bonds surging to the upside.
Leveraging Technology with the GVA Tech Stack By Stef Dolan on January 16, 2025April 4, 2025 At GVA, we know how important technology is to financial advisors. Without sacrificing the human element, our technology stack is purpose-built for advisors dedicated to improving client interaction, streamlining processes, and making data-driven decisions.
Economic & Market Report: 5 for 2025 By Eric Parnell, CFA on January 6, 2025January 6, 2025 In this week’s Economic & Market Report: Giving Thanks, Eric discusses how it’s time to give thanks for the good fortunes of life, friends, and health.
2024: A Year In Review By Stef Dolan on January 2, 2025April 4, 2025 As 2024 comes to a close we’re remembering some of our favorite moments, achievements, and connections – with all of… Read More
Economic & Market Report: Mad Men By Eric Parnell, CFA on December 30, 2024December 30, 2024 In this week’s Economic & Market Report: Giving Thanks, Eric discusses how it’s time to give thanks for the good fortunes of life, friends, and health.
Advisor Marketing Investment: What Do the Numbers Say? By Stef Dolan on December 18, 2024April 4, 2025 Recently, the GVA Marketing team hosted a GVA ALPINE conference call with Lisa Graham, Co-Founder and CEO of Graham Media Partners.
Economic & Market Report: Cruising Altitude By Eric Parnell, CFA on December 16, 2024December 16, 2024 In this week’s Economic & Market Report: Giving Thanks, Eric discusses how it’s time to give thanks for the good fortunes of life, friends, and health.
Financial Advisors: Holiday Gift Ideas for Clients By Stef Dolan on December 11, 2024April 4, 2025 The holiday season is a time of giving, gratitude, and reflection, making it an ideal opportunity for financial advisors to show appreciation to their clients.
Economic & Market Report: Giving Thanks By Eric Parnell, CFA on December 2, 2024December 2, 2024 In this week’s Economic & Market Report: Giving Thanks, Eric discusses how it’s time to give thanks for the good fortunes of life, friends, and health.
Economic & Market Report: 78 More Than 47 (or 45) By Eric Parnell, CFA on November 25, 2024November 25, 2024 Move over Grover Cleveland (22 and 24). The epic grade school social studies question must now be rewritten, as we are now on the brink of having our second President in U.S. history in Donald Trump (45 and soon to be 47) with the distinction of serving two non-consecutive terms.
Economic & Market Report: It Takes Time By Eric Parnell, CFA on November 18, 2024November 18, 2024 Changes to the political landscape continue to unfold in the wake of the Republican sweep in the 2024 elections. The… Read More
Economic & Market Report: 2024 Election Results – Market Impact By Eric Parnell, CFA on November 8, 2024November 8, 2024 The election results are in. In a stunning outcome, Donald Trump and the GOP emerged from voting on Tuesday with… Read More