By Eric Parnell, CFA on February 13, 2025February 13, 2025 Financial Planning Horizon Investors should segment their assets into short- and long-term pools to address financial needs ranging from immediate expenses to retirement and estate planning. Market Impact of U.S. Political Changes A well-structured asset allocation strategy is designed to withstand market fluctuations and liquidity shifts. Investors should avoid reactionary decisions and instead assess long-term trends before making adjustments. Market Volatility & Asset Allocation Maintaining a disciplined, long-term investment approach allows investors to capitalize on opportunities created by market volatility. GVA’s Approach to Market Pullbacks The firm employs a valuation-driven strategy to identify investment opportunities while avoiding emotional decision-making. Geopolitical & Economic Pressures on Investment Models The potential resurgence of inflation may lead to interest rate hikes, requiring strategic adjustments to portfolios. Federal Deficits & Interest Rate Implications Rising national debt may eventually necessitate revenue measures, impacting interest rates and long-term investment strategies. Potential Return to 1990s Fiscal Discipline Political pressure for fiscal responsibility could restore market confidence and create investment opportunities. MoneyMattersTV is a 30-minute business program, produced and distributed by Comcast and available in over 680,000 homes in the greater Philadelphia region. The purpose of the show is to encourage investors to think calmly and rationally, refresh their perspective on the long-term and recent history of the market, and encourage them to review their investment strategy. GVA was honored Eric was invited back to the show, and we are thrilled to share his segment with you. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth may not develop as predicted. Mike Dever, Eric Parnell, and any guest speakers are independent entities and not affiliated with Great Valley Advisors or LPL Financial. MoneyMattersTV, Great Valley Advisors and LPL Financial are separate entities. Compliance Tracking # – 697269