AI and Machine Learning Opportunities in Finance By James J. Spinelli, ChFC®, AIF® on July 19, 2023August 15, 2023 Artificial Intelligence (AI) has had a drastic effect on our entire society and will continue to impact our lives in… Read More
Market Insights with Eric: Episode 5, July 18th, 2023 By Eric Parnell, CFA on July 18, 2023April 4, 2025 Great Valley Advisor Group is excited to present the latest episode of our new video series featuring Chief Market Strategist,… Read More
Market Insights with Eric: Episode 4, July 5th, 2023 By Eric Parnell, CFA on July 5, 2023April 4, 2025 Great Valley Advisor Group is excited to present the latest episode of our new video series featuring Chief Market Strategist,… Read More
Market Insights with Eric: Episode 3, June 21, 2023 By Eric Parnell, CFA on June 21, 2023April 4, 2025 Great Valley Advisor Group is excited to present the second episode of our new video series featuring Chief Market Strategist,… Read More
Great Valley Advisor Group Partners with Pontera to Revolutionize Held Away Account Management By Mike Burke on June 14, 2023August 15, 2023 Great Valley Advisor Group (GVA) is excited to announce its partnership with Pontera, a groundbreaking fintech platform that is transforming… Read More
Market Insights with Eric: Episode 2, June ’23 By Eric Parnell, CFA on June 7, 2023April 4, 2025 Great Valley Advisor Group is excited to present the second episode of our new video series featuring Chief Market Strategist,… Read More
Market Insights with Eric: Episode 1, May ’23 By Eric Parnell, CFA on May 24, 2023April 4, 2025 Great Valley Advisor Group is excited to present the first episode of our new video series featuring Chief Market Strategist,… Read More
What Is Basecamp? By James J. Spinelli, ChFC®, AIF® on May 10, 2023August 15, 2023 A basecamp is defined as a place providing supplies, shelter, communications, and an opportunity to prepare for the journey ahead…. Read More
A Tribute to Alan Peters By James J. Spinelli, ChFC®, AIF® on April 21, 2023June 6, 2023 It is with heavy hearts that we share the passing of one of GVA’s closest family members, Alan E. Peters,… Read More
New Call Series: GVA Market Update & Strategy Session By James J. Spinelli, ChFC®, AIF® on March 27, 2023June 6, 2023 The GVA Asset Management Team has recently launched a new bi-weekly call series, GVA Market Update & Strategy Session, led… Read More
Accelerate Growth & Efficiency with GVA By James J. Spinelli, ChFC®, AIF® on March 22, 2023August 15, 2023 Great Valley Advisor Group’s unique structure helps advisors build their business by creating an efficient office structure and providing access… Read More
GVA Bulletin – Credit Suisse By Eric Parnell, CFA on March 16, 2023June 6, 2023 So what has happened on the SVB Financial front since markets reopened on Monday morning? We already had Long-Term Capital Management… Read More