Three Core Values of Succession Planning By Stef Dolan on July 18, 2024April 4, 2025 At Great Valley Advisor Group, we approach succession plan strategy with three core values in mind – customization, continuity, and… Read More
Economic & Market Report: Overheating By Eric Parnell, CFA on July 15, 2024July 15, 2024 The U.S. stock market much like most of the country this summer remains blazing hot. The S&P 500 has already… Read More
Economic & Market Report: Three Cheers for the Red, White, & Blue… & Green By Eric Parnell, CFA on July 8, 2024July 8, 2024 It is the Fourth of July holiday in the United States. With this spirit in mind, it is a good… Read More
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