Advisor Edge: The GVA Way – Episode 10 By Stef Dolan on December 5, 2024December 6, 2024 In Episode 10 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Jason Kell, Director… Read More
Navigating Mergers and Acquisitions in the Wealth Management Space: A Guide for Financial Advisors By James J. Spinelli, ChFC®, AIF® on December 5, 2024December 5, 2024 Mergers and acquisitions (M&A) in the wealth management industry have become increasingly common as firms look to scale, streamline operations, and offer more comprehensive solutions to clients.
Market Insights with Eric: Episode 38, November 22 By Eric Parnell, CFA on November 26, 2024April 4, 2025 What’s not to like about today’s market? We have new all time highs, the Fed cutting rates, and economic growth.
Advisor Edge: The GVA Way – Episode 9 By Stef Dolan on November 19, 2024November 19, 2024 Listen on Apple Podcasts In Episode 9 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®… Read More
Market Insights with Eric: Episode 37, November 12 By Eric Parnell, CFA on November 13, 2024April 4, 2025 What’s not to like about today’s market? We have new all time highs, the Fed cutting rates, and economic growth.
Market Insights with Eric: Episode 36, October 30 By Eric Parnell, CFA on November 1, 2024April 4, 2025 What’s not to like about today’s market? We have new all time highs, the Fed cutting rates, and economic growth.
Eric Parnell Co-Hosts MoneyMattersTV By Eric Parnell, CFA on October 17, 2024October 17, 2024 Great Valley Advisor Group’s Chief Market Strategist, Eric Parnell, CFA, was featured on the October episode of Money Matters TV to discuss the debate, federal rate cuts, and everything we should think about in the markets as we enter Q3 and Q4.
Market Insights with Eric: Episode 35, October 16 By Eric Parnell, CFA on October 16, 2024April 4, 2025 What’s not to like about today’s market? We have new all time highs, the Fed cutting rates, and economic growth.
Advisor Edge: The GVA Way – Episode 8 By Stef Dolan on October 10, 2024October 10, 2024 We’re proud to present Episode 8 of our podcast, Advisor Edge: The GVA Way. This episode features David Raymond… Read More
Eric Parnell Featured on MoneyMattersTV By Eric Parnell, CFA on October 8, 2024 Great Valley Advisor Group’s Chief Market Strategist, Eric Parnell, CFA, was featured on the October episode of Money Matters TV to discuss the debate, federal rate cuts, and everything we should think about in the markets as we enter Q3 and Q4.
Market Insights with Eric: Episode 34, October 2 By Eric Parnell, CFA on October 2, 2024April 4, 2025 It’s the fourth quarter of 2024, and the U.S. stock market is at new all-time highs. Since the middle of… Read More
Market Insights with Eric: Episode 33, September 19 By Eric Parnell, CFA on September 19, 2024April 4, 2025 They’re finally here! After a two year wait, the U.S. Federal Reserve is finally ready to deliver on the interest… Read More