Market Insights with Eric: Episode 29, July 24th By Eric Parnell, CFA on July 24, 2024July 24, 2024 In this episode, Eric discusses the shift of leadership in U.S. equities from large to small and mid-cap stocks. Great… Read More
GVA Welcomes Evan Coffey By James J. Spinelli, ChFC®, AIF® on July 23, 2024September 30, 2024 Great Valley Advisor Group is excited to announce that Evan Coffey has joined our Asset Management team as an Associate,… Read More
Economic & Market Report: Rhymes of History By Eric Parnell, CFA on July 22, 2024July 22, 2024 History does not repeat, but it sure can rhyme. We are heading into the prime of the political election season,… Read More
Three Core Values of Succession Planning By Stef Dolan on July 18, 2024July 18, 2024 At Great Valley Advisor Group, we approach succession plan strategy with three core values in mind – customization, continuity, and… Read More
GVA Welcomes Kaela Frenchman By James J. Spinelli, ChFC®, AIF® on July 17, 2024September 30, 2024 Great Valley Advisor Group is excited to announce Kaela Frenchman has joined our Asset Management team as an Associate, Trading… Read More
Market Insights with Eric: Episode 28, July 15th By Eric Parnell, CFA on July 16, 2024July 16, 2024 In this episode, Eric discusses the first half of 2024, and why we have reasons for optimism in the second… Read More
Economic & Market Report: Overheating By Eric Parnell, CFA on July 15, 2024July 15, 2024 The U.S. stock market much like most of the country this summer remains blazing hot. The S&P 500 has already… Read More
Economic & Market Report: Three Cheers for the Red, White, & Blue… & Green By Eric Parnell, CFA on July 8, 2024July 8, 2024 It is the Fourth of July holiday in the United States. With this spirit in mind, it is a good… Read More
Client Retention Rates High with Transition to Independence By Stef Dolan on July 2, 2024July 2, 2024 A May 2024 Supported Independence Study from Schwab Advisor Services shows high client retention rates and a bullish outlook on the… Read More
Economic & Market Report: 2024 Second Half Outlook By Eric Parnell, CFA on July 1, 2024July 1, 2024 The first half of 2024 is just about officially in the books. It has been a rousing start to the… Read More
Advisor Edge: The GVA Way – Episode 4 By Stef Dolan on June 28, 2024October 2, 2024 Episode 4 of our podcast “Advisor Edge: The GVA Way” is now live! James Spinelli, ChFC®, AIF® invites our… Read More
Economic & Market Report: One By Eric Parnell, CFA on June 24, 2024June 24, 2024 The U.S. stock market is off to a roaring start in 2024. We are not even half way through the… Read More