2024: A Year In Review By Stef Dolan on January 2, 2025April 4, 2025 As 2024 comes to a close we’re remembering some of our favorite moments, achievements, and connections – with all of… Read More
Economic & Market Report: Mad Men By Eric Parnell, CFA on December 30, 2024December 30, 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.
GVA Marketing Launches Three Flagship Websites By Stef Dolan on December 27, 2024December 27, 2024 The GVA Marketing team recently designed and built all new websites for three of our flagship DBA advisor firms. Paragon… Read More
Advisor Marketing Investment: What Do the Numbers Say? By Stef Dolan on December 18, 2024April 4, 2025 Recently, the GVA Marketing team hosted a GVA ALPINE conference call with Lisa Graham, Co-Founder and CEO of Graham Media Partners.
Market Insights with Eric: Episode 39, December 12 By Eric Parnell, CFA on December 17, 2024April 4, 2025 It has been a phenomenal year for the U.S. stock market in 2024.
Economic & Market Report: Cruising Altitude By Eric Parnell, CFA on December 16, 2024December 16, 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.
Financial Advisors: Holiday Gift Ideas for Clients By Stef Dolan on December 11, 2024April 4, 2025 The holiday season is a time of giving, gratitude, and reflection, making it an ideal opportunity for financial advisors to show appreciation to their clients.
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.