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…. Read More
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… Read More
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. … Read More
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… Read More
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… Read More
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,… Read More
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