Advisor Edge: The GVA Way – Episode 10 By Stef Dolan on December 5, 2024December 6, 2024 In Episode 10 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Jason Kell, Director… Read More
Navigating Mergers and Acquisitions in the Wealth Management Space: A Guide for Financial Advisors By James J. Spinelli, ChFC®, AIF® on December 5, 2024December 5, 2024 Mergers and acquisitions (M&A) in the wealth management industry have become increasingly common as firms look to scale, streamline operations, and offer more comprehensive solutions to clients.
Economic & Market Report: Giving Thanks By Eric Parnell, CFA on December 2, 2024December 2, 2024 In this week’s Economic & Market Report: Giving Thanks, Eric discusses how it’s time to give thanks for the good fortunes of life, friends, and health.
Market Insights with Eric: Episode 38, November 22 By Eric Parnell, CFA on November 26, 2024April 4, 2025 What’s not to like about today’s market? We have new all time highs, the Fed cutting rates, and economic growth.
Economic & Market Report: 78 More Than 47 (or 45) By Eric Parnell, CFA on November 25, 2024November 25, 2024 Move over Grover Cleveland (22 and 24). The epic grade school social studies question must now be rewritten, as we are now on the brink of having our second President in U.S. history in Donald Trump (45 and soon to be 47) with the distinction of serving two non-consecutive terms.
Advisor Edge: The GVA Way – Episode 9 By Stef Dolan on November 19, 2024November 19, 2024 Listen on Apple Podcasts In Episode 9 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®… Read More
Economic & Market Report: It Takes Time By Eric Parnell, CFA on November 18, 2024November 18, 2024 Changes to the political landscape continue to unfold in the wake of the Republican sweep in the 2024 elections. The… Read More
2024 GVA VAST Summit, Napa By Stef Dolan on November 14, 2024April 4, 2025 What’s not to like about today’s market? We have new all time highs, the Fed cutting rates, and economic growth.
Market Insights with Eric: Episode 37, November 12 By Eric Parnell, CFA on November 13, 2024April 4, 2025 What’s not to like about today’s market? We have new all time highs, the Fed cutting rates, and economic growth.
Economic & Market Report: 2024 Election Results – Market Impact By Eric Parnell, CFA on November 8, 2024November 8, 2024 The election results are in. In a stunning outcome, Donald Trump and the GOP emerged from voting on Tuesday with… Read More
Economic & Market Report: The Heat Is On By Eric Parnell, CFA on November 4, 2024November 4, 2024 It was all going so well for the doves. The U.S. stock market continued to surge to new all-time highs… Read More
Market Insights with Eric: Episode 36, October 30 By Eric Parnell, CFA on November 1, 2024April 4, 2025 What’s not to like about today’s market? We have new all time highs, the Fed cutting rates, and economic growth.