Latest RIA Trends By Stef Dolan on August 15, 2023April 4, 2025 At Great Valley Advisor Group, our unique operating model provides us the opportunity to keep our finger on the pulse… Read More
Economic & Market Report: Cool Inflation Summer By Eric Parnell, CFA on August 14, 2023August 14, 2023 The primary risk for financial markets in the second half of the year in this Chief Market Strategist’s view is… Read More
Exclusive From Camp Kotok! By Stef Dolan on August 10, 2023September 15, 2024 Over the last several days, Great Valley Advisor Group’s Chief Market Strategist, Eric Parnell, CFA, attended Camp Kotok. The event… Read More
Economic & Market Report: Strange Market Bedfellows Worth Monitoring By Eric Parnell, CFA on August 7, 2023August 10, 2023 When monitoring capital markets, strange and unexpected relationships can exist between two market segments. Correlation without causation? Perhaps, but these… Read More
Market Insights with Eric: Episode 6, August 3rd, 2023 By Eric Parnell, CFA on August 3, 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
Are You a Financial Advisor That’s Considering Going Independent? By Phil Regan on August 1, 2023August 15, 2023 At some point, most successful financial advisors will consider going independent—either setting up their own RIA or affiliating with an… Read More
Economic & Market Report: Putting Junk to Good Use By Eric Parnell, CFA on July 27, 2023July 31, 2023 The debate remains ongoing across the economic landscape and financial markets. Will the economy fall into recession between now and… Read More
Economic & Market Report: A Closer Look at Corporate Earnings Season By Eric Parnell, CFA on July 20, 2023July 24, 2023 Corporate earnings season is underway once again. With the second quarter of 2023 having just drawn to a close at… Read More
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
Economic & Market Report: Outlook from Jackson Hole By Eric Parnell, CFA on July 14, 2023July 17, 2023 On Wednesday, I had the opportunity to attend the GIC Teton Economic Outlook conference in Wyoming. The event brought together some of… Read More
Welcome Phil Regan, Business Development Associate By Stef Dolan on July 12, 2023September 15, 2024 Berwyn, PA, June 20, 2023 – Great Valley Advisor Group (GVA) is excited to welcome Phil Edge Regan as Business… Read More