Client Retention Rates High with Transition to Independence By Stef Dolan on July 2, 2024April 4, 2025 A May 2024 Supported Independence Study from Schwab Advisor Services shows high client retention rates and a bullish outlook on the… Read More
Economic & Market Report: 2024 Second Half Outlook By Eric Parnell, CFA on July 1, 2024July 1, 2024 The first half of 2024 is just about officially in the books. It has been a rousing start to the… Read More
Advisor Edge: The GVA Way – Episode 4 By Stef Dolan on June 28, 2024October 2, 2024 Episode 4 of our podcast “Advisor Edge: The GVA Way” is now live! James Spinelli, ChFC®, AIF® invites our… Read More
Economic & Market Report: One By Eric Parnell, CFA on June 24, 2024June 24, 2024 The U.S. stock market is off to a roaring start in 2024. We are not even half way through the… Read More
Market Insights with Eric: Episode 27, June 18th By Eric Parnell, CFA on June 20, 2024April 4, 2025 In this episode, Eric discusses the concentration problem we have brewing in the U.S. Equities Market. Great Valley Advisor… Read More
Eric Parnell is Back on Money Matters TV! By Eric Parnell, CFA on June 18, 2024June 18, 2024 Great Valley Advisor Group’s Chief Market Strategist, Eric Parnell, CFA, was featured on the June episode of Money Matters TV,… Read More
Economic & Market Report: Mr. Brightside By Eric Parnell, CFA on June 17, 2024June 17, 2024 That was fast. It was just one week ago that this Chief Market Strategist was putting pen to paper to… Read More
GVA Announces $1B AUM for GVA Asset Management By Stef Dolan on June 13, 2024April 4, 2025 Berwyn, PA – Great Valley Advisor Group was established in 2012 with a clear vision and purpose: to create a… Read More
Economic & Market Report: Economic Soft Serve By Eric Parnell, CFA on June 10, 2024June 10, 2024 So much feels great about capital markets as summertime temperatures heat up. But the U.S. economy is offering up a… Read More
Succession Planning By Stef Dolan on June 5, 2024April 4, 2025 Succession planning is a critical yet often overlooked aspect of a financial advisor’s practice. While we dedicate ourselves to helping… Read More
Economic & Market Report: Hot Stock Summer By Eric Parnell, CFA on June 3, 2024June 3, 2024 The summer season is now officially underway. And despite robust gains already this year, capital markets are primed and ready… Read More
Advisor Edge: The GVA Way – Episode 3 By Stef Dolan on May 30, 2024October 2, 2024 Episode 3 of our podcast “Advisor Edge: The GVA Way” is now live! James Spinelli, ChFC®, AIF® invites our Marketing… Read More