Insights + Events | Great Valley Advisor Group

Innovative Planning Group Acquires Bridge Investment Group

By Stef Dolan on May 31, 2023September 15, 2024

Berwyn, PA — May 31, 2023 — Great Valley Advisor Group (GVA) today announced that Innovative Planning Group (IPG), a GVA…
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Economic & Market Report: No Clear and Present Danger

By Eric Parnell, CFA on May 25, 2023June 6, 2023

Investors have no shortage of things to worry about in the current environment. The threat of a looming economic recession,…
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Economic & Market Report: The Path of Least Resistance

By Eric Parnell, CFA on May 25, 2023June 6, 2023

As good as it gets? The U.S. stock market has been in rally mode dating back to last October. This…
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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,…
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Economic & Market Report: When The Levee Breaks

By Eric Parnell, CFA on May 15, 2023June 6, 2023

Summary If it keeps on rainin’. It was nearly a century ago when the Great Mississippi Flood resulted in one of…
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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….
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16th Annual Travis Manion Foundation Golf Outing

By James J. Spinelli, ChFC®, AIF® on May 5, 2023September 15, 2024

Great Valley Advisor Group is proud to sponsor and support the Travis Manion Foundation. The mission of TMF is to…
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Economic & Market Report: The Path Forward for Cryptocurrencies

By Eric Parnell, CFA on May 1, 2023June 6, 2023

Summary I recently had the opportunity to attend a two-day conference in Sarasota, Florida hosted by the Global Interdependence Center. …
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GVA Update Meeting: Crossing Vineyards Newtown, May 2023

By James J. Spinelli, ChFC®, AIF® on April 24, 2023September 15, 2024

Please join Great Valley Advisor Group COO James Spinelli, and CIO, Eric Parnell to discuss the latest developments and the further enhancements…
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Economic & Market Report: Flashing Lights

By Eric Parnell, CFA on April 24, 2023June 6, 2023

The stock market has been remarkably resilient so far in 2023 despite a steady stream of challenging news. Whether it…
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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,…
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Economic & Market Report: The Return of Diversification

By Eric Parnell, CFA on April 17, 2023June 6, 2023

Summary It has been a recently tough stretch for traditional asset allocation strategies. Prior to the start of last year,…
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