Advisor Marketing Investment: What Do the Numbers Say? By Stef Dolan on December 18, 2024December 18, 2024 Recently, the GVA Marketing team hosted a GVA ALPINE conference call with Lisa Graham, Co-Founder and CEO of Graham Media Partners.
Market Insights with Eric: Episode 39, December 12 By Eric Parnell, CFA on December 17, 2024December 17, 2024 It has been a phenomenal year for the U.S. stock market in 2024.
Economic & Market Report: Cruising Altitude By Eric Parnell, CFA on December 16, 2024December 16, 2024 In this week’s Economic & Market Report: Giving Thanks, Eric discusses how it’s time to give thanks for the good fortunes of life, friends, and health.
Financial Advisors: Holiday Gift Ideas for Clients By James J. Spinelli, ChFC®, AIF® on December 11, 2024December 11, 2024 The holiday season is a time of giving, gratitude, and reflection, making it an ideal opportunity for financial advisors to show appreciation to their clients.
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.
Economic & Market Report: Giving Thanks By Eric Parnell, CFA on December 2, 2024December 2, 2024 In this week’s Economic & Market Report: Giving Thanks, Eric discusses how it’s time to give thanks for the good fortunes of life, friends, and health.
Market Insights with Eric: Episode 38, November 22 By Eric Parnell, CFA on November 26, 2024November 26, 2024 What’s not to like about today’s market? We have new all time highs, the Fed cutting rates, and economic growth.
Economic & Market Report: 78 More Than 47 (or 45) By Eric Parnell, CFA on November 25, 2024November 25, 2024 Move over Grover Cleveland (22 and 24). The epic grade school social studies question must now be rewritten, as we are now on the brink of having our second President in U.S. history in Donald Trump (45 and soon to be 47) with the distinction of serving two non-consecutive terms.
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
Economic & Market Report: It Takes Time By Eric Parnell, CFA on November 18, 2024November 18, 2024 Changes to the political landscape continue to unfold in the wake of the Republican sweep in the 2024 elections. The… Read More
2024 GVA VAST Summit, Napa By Stef Dolan on November 14, 2024November 15, 2024 What’s not to like about today’s market? We have new all time highs, the Fed cutting rates, and economic growth.