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
Economic & Market Report: The Dog Days of Summer By Eric Parnell, CFA on August 21, 2023August 21, 2023 The dog days of summer have descended on capital markets in recent weeks. Following a blistering rally that began with… Read More
Latest RIA Trends By Stef Dolan on August 15, 2023April 4, 2025 At Great Valley Advisor Group, our unique operating model provides us the opportunity to keep our finger on the pulse… Read More
Economic & Market Report: Cool Inflation Summer By Eric Parnell, CFA on August 14, 2023August 14, 2023 The primary risk for financial markets in the second half of the year in this Chief Market Strategist’s view is… Read More
Economic & Market Report: Strange Market Bedfellows Worth Monitoring By Eric Parnell, CFA on August 7, 2023August 10, 2023 When monitoring capital markets, strange and unexpected relationships can exist between two market segments. Correlation without causation? Perhaps, but these… Read More
Economic & Market Report: Putting Junk to Good Use By Eric Parnell, CFA on July 27, 2023July 31, 2023 The debate remains ongoing across the economic landscape and financial markets. Will the economy fall into recession between now and… Read More