Economic & Market Report: Falling Slowly By Eric Parnell, CFA on February 20, 2023 Summary The latest reading on inflation was released on Tuesday morning. On the surface, the report for the month of… Read More
GVA Vendor Spotlight: AdvisorBOB’s BOBValue By Colton Pence on February 15, 2023September 15, 2024 Great Valley Advisor Group has relied on AdvisorBOB for best-in-class compensation services since 2018. AdvisorBOB also provides Succession Plans, Buy/Sell… Read More
Economic & Market Report: Don’t Go Away By Eric Parnell, CFA on February 10, 2023 Summary U.S. stock investors are at it again. Outside of a tax loss harvesting blip at the end of last… Read More
GVA Vendor Spotlight: AdvisorBOB Integrates Stripe By Colton Pence on February 10, 2023September 15, 2024 Great Valley Advisor Group has relied on AdvisorBOB for best-in-class compensation services since 2018. AdvisorBOB recently announced its successful integration… Read More
Economic & Market Report: Time to Study Abroad By Eric Parnell, CFA on January 31, 2023 Summary Non-U.S. stocks have been on fire as of late. After years of chronic underperformance relative to the United States,… Read More
Economic & Market Report: Investing’s Rich Pageant By Eric Parnell, CFA on January 23, 2023 Summary Maria: “You should get out of these clothes immediately. You’ll catch your death of pneumonia, you will.”Clouseau: “Yes, I probably will…. Read More
Economic & Market Report: The Other Side Of The Mountain By Eric Parnell, CFA on January 16, 2023 Summary We have begun the descent down the other side of the mountain. The long dormant inflationary pressures that erupted… Read More
2023 Outlook: The Tempest By Eric Parnell, CFA on January 5, 2023 What begins as tragedy . . . Whereof what’s past is prologue; What to come, In yours and my discharge… Read More
GVA’s Technology Stack: Customized Tools to Drive Growth By James J. Spinelli, ChFC®, AIF® on December 5, 2022June 7, 2023 At Great Valley Advisor Group, our focus on technology is intentional. It is in our mission statement, and at the… Read More
GVA Selects Pontera to Provide Tailored Retirement Solutions to Advisors By James J. Spinelli, ChFC®, AIF® on November 21, 2022September 15, 2024 Great Valley Advisor Group, a technology-driven, full-service Hybrid Registered Investment Advisor (RIA), today announced its partnership with financial technology company Pontera to… Read More
Welcome Eric Parnell! By James J. Spinelli, ChFC®, AIF® on November 17, 2022September 15, 2024 Great Valley Advisor Group is excited to announce the hiring of Eric B. Parnell, CFA as Chief Market Strategist! Eric applies his… Read More
Great Valley Advisor Group promotes Cheryl DeRosa to Chief Compliance Officer By James J. Spinelli, ChFC®, AIF® on October 21, 2022September 15, 2024 Great Valley Advisor Group, the Berwyn, PA based, leading technology-driven, full-service Registered Investment Advisor has promoted Director of Compliance, Cheryl deRosa… Read More