Economic & Market Report: Investment Market Battle Lines By Eric Parnell, CFA on October 30, 2023October 30, 2023 The volatility across capital markets continues. Following a great summertime stretch, U.S. stocks have been tumbling to the downside since… Read More
Economic & Market Report: Forests Over Trees By Eric Parnell, CFA on October 20, 2023October 26, 2023 Global financial markets are shrouded in uncertainty, and the risks to the downside remain pronounced. Stocks continue to waver amid… Read More
Economic & Market Report: The Market Impact of War By Eric Parnell, CFA on October 13, 2023October 26, 2023 The world was shaken this past weekend by the sudden and unexpected outbreak of war in Israel. As we continue… Read More
Economic & Market Report: How Low Can You Go? By Eric Parnell, CFA on October 6, 2023October 10, 2023 The period from mid-August to mid-November is a notorious time of year for capital markets. The pithy investment strategy “Sell… Read More
Q4 Outlook: Stocks & Bonds By Eric Parnell, CFA on October 2, 2023October 2, 2023 It has been an interesting and eventful year so far. Heading into 2023, it was widely expected that the U.S…. Read More
Economic & Market Report: Seeing Red By Eric Parnell, CFA on September 25, 2023September 25, 2023 It’s back. After spending much of the year watching pricing pressures abate, investor concerns are rising about a renewed rise… Read More
Understanding Direct Indexing and Its Potential Benefits for Advisors By Stef Dolan on September 19, 2023April 4, 2025 Direct indexing has emerged as a powerful tool for portfolio management. This innovative approach allows advisors to tailor investment strategies… Read More
Economic & Market Report: Leaves Turning Brown By Eric Parnell, CFA on September 18, 2023September 19, 2023 The U.S. stock market continues to hold its ground as summer gradually turns to fall across capital markets. While the… Read More
Economic & Market Report: Inflation, The Sequel By Eric Parnell, CFA on September 11, 2023September 11, 2023 It was a blockbuster forty years in the making. Following its first breakout hit since the late 1970s, the burst… Read More
Economic & Market Report: Why Bonds? Why Now? By Eric Parnell, CFA on September 4, 2023September 4, 2023 The U.S. stock market has had a banner year so far. The S&P 500 is higher by double-digits year-to-date, and… Read More
GVA Advisor Referral Program By Stef Dolan on September 1, 2023April 4, 2025 Growth is essential to the success of a business, and as such Great Valley Advisor Group is always looking to… Read More
Economic & Market Report: Red Alert By Eric Parnell, CFA on August 28, 2023August 28, 2023 The U.S. stock market has hit a rough patch in recent weeks. Just as notable has been the sharp rise… Read More