Client Retention Rates High with Transition to Independence By Stef Dolan on July 2, 2024April 4, 2025 A May 2024 Supported Independence Study from Schwab Advisor Services shows high client retention rates and a bullish outlook on the… Read More
Economic & Market Report: 2024 Second Half Outlook By Eric Parnell, CFA on July 1, 2024July 1, 2024 The first half of 2024 is just about officially in the books. It has been a rousing start to the… Read More
Economic & Market Report: One By Eric Parnell, CFA on June 24, 2024June 24, 2024 The U.S. stock market is off to a roaring start in 2024. We are not even half way through the… Read More
Eric Parnell is Back on Money Matters TV! By Eric Parnell, CFA on June 18, 2024June 18, 2024 Great Valley Advisor Group’s Chief Market Strategist, Eric Parnell, CFA, was featured on the June episode of Money Matters TV,… Read More
Economic & Market Report: Mr. Brightside By Eric Parnell, CFA on June 17, 2024June 17, 2024 That was fast. It was just one week ago that this Chief Market Strategist was putting pen to paper to… Read More
Economic & Market Report: Economic Soft Serve By Eric Parnell, CFA on June 10, 2024June 10, 2024 So much feels great about capital markets as summertime temperatures heat up. But the U.S. economy is offering up a… Read More
Succession Planning By Stef Dolan on June 5, 2024April 4, 2025 Succession planning is a critical yet often overlooked aspect of a financial advisor’s practice. While we dedicate ourselves to helping… Read More
Economic & Market Report: Hot Stock Summer By Eric Parnell, CFA on June 3, 2024June 3, 2024 The summer season is now officially underway. And despite robust gains already this year, capital markets are primed and ready… Read More
Economic & Market Report: Why Meme Stocks Matter By Eric Parnell, CFA on May 28, 2024May 28, 2024 It seems like a frivolous stock market novelty. Companies like GameStop and AMC Entertainment with their relatively small market caps… Read More
Economic & Market Report: Cool Runnings By Eric Parnell, CFA on May 20, 2024May 20, 2024 It has been a primary downside risk for financial markets for more than a year now. But after repeatedly coming… Read More
Economic & Market Report: Breakout By Eric Parnell, CFA on May 13, 2024May 13, 2024 The U.S. stock market got off to a bumpy start in 2024 Q2. No sooner did the calendar flip to… Read More
The Affiliated Advisor By Stef Dolan on May 9, 2024April 4, 2025 Financial advisors always look for ways to build and grow their businesses while providing unparalleled client service. Many financial advisors… Read More