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
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
Introducing GVA Small Account Solution (SAS) By Stef Dolan on January 31, 2023July 25, 2023 GVA’s platform continues to help advisors succeed. As you continue to grow, so does your client base, creating additional servicing… Read More