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,… Read More
2023 Q2 Outlook By Eric Parnell, CFA on April 10, 2023June 6, 2023 It has been an eventful start to 2023 for the economy and capital markets. Many investors came into the year… Read More
Economic & Market Report: Who’s Next By Eric Parnell, CFA on March 28, 2023June 6, 2023 Meet the new bank crisis. NOT the same as the old bank crisis. This is not the Great Financial Crisis II. … Read More
New Call Series: GVA Market Update & Strategy Session By James J. Spinelli, ChFC®, AIF® on March 27, 2023June 6, 2023 The GVA Asset Management Team has recently launched a new bi-weekly call series, GVA Market Update & Strategy Session, led… Read More
Accelerate Growth & Efficiency with GVA By James J. Spinelli, ChFC®, AIF® on March 22, 2023August 15, 2023 Great Valley Advisor Group’s unique structure helps advisors build their business by creating an efficient office structure and providing access… Read More
GVA Bulletin – Credit Suisse By Eric Parnell, CFA on March 16, 2023June 6, 2023 So what has happened on the SVB Financial front since markets reopened on Monday morning? We already had Long-Term Capital Management… Read More
GVA Bulletin – SVB Financial By Eric Parnell, CFA on March 15, 2023June 6, 2023 What happened at SVB? During the trading day on Friday, banking regulators closed SVB Financial and appointed the FDIC as… Read More
Economic & Market Report: Don’t Sweat the Technique By Eric Parnell, CFA on March 10, 2023June 6, 2023 Let’s trace the hints and check the file. You’ve got to hand it to the U.S. stock market. The U.S…. Read More
Economic & Market Report: Reality Check By Eric Parnell, CFA on March 6, 2023 Summary After a blazing start to 2023, the U.S. stock market has cooled in recent weeks. Looking ahead to the… Read More
GVA’s Annual Advisor Conference is Back! By James J. Spinelli, ChFC®, AIF® on March 3, 2023September 15, 2024 …and better than ever! We’re coming together at the historic and luxurious Union Station hotel in Nashville, Tennessee on September 24th to… Read More
Elevate your Practice and Client Experience with GVA By James J. Spinelli, ChFC®, AIF® on March 1, 2023September 13, 2023 Great Valley Advisor Group (GVA) was founded in January of 2014, built from the ground up with a vision and… Read More
Economic & Market Report: Good As Gold By Eric Parnell, CFA on February 24, 2023 Summary Capital markets remain turbulent as we make our way through the early months of 2023. Thus, the priority to… Read More