Generated by All in One SEO Pro v5.0.1.1, this is an llms.txt file, used by LLMs to index the site.

# Great Valley Advisor Group

Created for Advisors, by Advisors.

## Sitemaps

- [XML Sitemap](https://greatvalleyadvisors.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Insights](https://greatvalleyadvisors.com/insights/) - Blog posts, articles, news, videos, and podcasts from Great Valley Advisor Group.
- [A Fractured AI Trade](https://greatvalleyadvisors.com/a-fractured-ai-trade/) - By Evan Coffey It’s worth asking what a good quarter is actually worth right now when assessing the AI trade. Nvidia reported earnings that handily beat expectations, results strong enough to make technology the only S&P 500 sector to close higher that day, up 3.16%. By that measure, a good quarter still moves markets. But
- [The Comfort of Doing Something](https://greatvalleyadvisors.com/the-comfort-of-doing-something/) - By Evan Coffey & Kate Templeton When financial markets misbehave, policymakers tend to take action. That reflex has played out twice over the last month, once in currencies and once in fixed income. Both times the response looked decisive. Both times, too, markets rallied briefly on the news before giving much of it back within
- [The Tortoise and the Hare](https://greatvalleyadvisors.com/the-tortoise-and-the-hare/) - By Eric Parnell "Your friend is heavy, But he was ready And never stopped for a while, And while you were sleeping, He went on keeping the final line in his mind. It's all right, it's all right, it's all right" --Tortoise and the Hare, The Moody Blues, 1970 The hare attracts all of the
- [Advisor Edge: The GVA Way - Episode 28](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-28/) - 🎙️ Episode 28 of Advisor Edge: The GVA Way is live! In Episode 28 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with our six summer interns (tags below) to discuss what they learned, what surprised them, and how their perspective on the independent RIA industry evolved over the summer. One
- [Asset Allocation in 2026: “Survey Says”](https://greatvalleyadvisors.com/asset-allocation-in-2026-survey-says/) - By Eric Hough In my best Steve Harvey voice: “We surveyed two hundred advisors on the optimal 2026 portfolio allocation for high-net-worth clients, and the top answer is on the board” Survey Says: There is no number one answer! There is no consensus and no single model dominates! Ok, I confess, I didn’t poll any
- [Back to Earth](https://greatvalleyadvisors.com/back-to-earth/) - "Every time we fall to pieces we build something new out of the hurt" - Back to Earth, Steve Aoki, 2014 That didn't take long. Despite all of the fanfare that accompanied the SpaceX IPO that included many investors working strenuously to get pre-IPO allocations, the rocket ship that soared as high as $225 per share in
- [Priced Before Proven](https://greatvalleyadvisors.com/priced-before-proven/) - By Evan Coffey & Kate Templeton A rocket company became one of the most valuable businesses on Earth in a single afternoon in June. Five weeks later, its stock traded below where it started. The technology underneath it, the part that took a decade to build, hadn’t changed at all in that stretch. Only the
- [Purple Rain](https://greatvalleyadvisors.com/purple-rain/) - By Eric Parnell "I know times are changing, It's time we reach out for something new, That means you, too, You say you want to be a leader, But you say you can't seem to make up your mind, I think you better close it, And let me guide you to the purple rain" –
- [Advisor Edge: The GVA Way - Episode 27](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-27/) - 🎙️ Episode 27 of Advisor Edge: The GVA Way is live! In Episode 27 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with three advisors under GVA, Tim Weigel, CFP®, RICP®, CHFC®, CLU®, Michael Englund, CLU, ChFC, and Chuck Block, CHFC, CLU, for a discussion on how independent advisor brands can thrive under one shared office while
- [Advisor Edge: The GVA Way - Episode 26](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-ep-26/) - 🎙️ Episode 26 of Advisor Edge: The GVA Way is live! In Episode 26 of our podcast “Advisor Edge: The GVA Way,” James sits down with Paul and Peter Tourville, founders of Next Level Planning & Wealth Management, to discuss how Financial Wellness Done Right has become a powerful growth engine for their firm. As
- [The Memory Squeeze](https://greatvalleyadvisors.com/the-memory-squeeze/) - The AI boom’s biggest supply constraint right now isn’t GPUs. It’s memory. Every AI server in every data center powering tools like ChatGPT and Claude is only as fast as the memory chip sitting next to its processor. That memory is now in short supply. Prices for the two main types, DRAM and NAND flash,
- [Market Momentum](https://greatvalleyadvisors.com/market-momentum/) - In this week's GVA Market Insights, our Asset Management team explores: Equity markets have surged over 10% since April 1st amid strong earnings, though mega-cap concentration — particularly in semiconductors — remains a growing concern. The Fed held rates steady at its latest meeting, but a hawkish shift is emerging as inflation reaccelerates and rate
- [The Bounce](https://greatvalleyadvisors.com/the-bounce/) - The wild ride for the U.S. stock market continues in 2026.
- [Avoiding the Fate of the Dinosaurs](https://greatvalleyadvisors.com/avoiding-the-fate-of-the-dinosaurs/) - For the first time in years, the IPO market is generating legitimate buzz rather than cautious optimism.
- [BPALL Challenger Day with Great Valley Advisor Group](https://greatvalleyadvisors.com/bpall-challenger-day-with-great-valley-advisor-group/) - On May 16, Great Valley Advisor Group joined over 350 players and hundreds of volunteers at the 12th Berwyn Paoli Little League (BPALL) Challenger Day at the Field of Dreams in Berwyn.
- [The Power](https://greatvalleyadvisors.com/the-power/) - The U.S. stock market is getting way ahead of itself. For as constructive on the markets as I was back in February and March when the S&P 500 was careening into correction territory
- [Private Market Noise](https://greatvalleyadvisors.com/private-market-noise/) - In this week's GVA Market Insights, our Asset Management team explores: Private Markets Noise vs. Reality: Redemption headlines at BlackRock and Blue Owl are alarming on the surface, but the 5% quarterly liquidity cap is a structural safeguard, and comparisons to 2008 miss the mark. Stagflation Warning Signs: CPI at 3.8%, gas above $4.50, a
- [The Great Mismatch](https://greatvalleyadvisors.com/the-great-mismatch/) - Why Digital CAPEX Is Colliding with Physical Infrastructure Reality What happens when the tortoise and the hare must finish the race at the same time? The market narrative today is dominated by the scale of capital being deployed into AI, data centers, and next-generation compute. Hundreds of billions of dollars are being committed, sometimes circularly,
- [The 700 Billion Audit](https://greatvalleyadvisors.com/the-700-billion-audit/) - Last week five of the biggest names in technology released their latest quarterly earnings results and while all beat top and bottom line estimates comfortably
- [Long May You Run](https://greatvalleyadvisors.com/long-may-you-run/) - "Long may you run, long may you run, Although these changes have come, With your chrome heart shining in the sun, Long may you run" --Long May You Run, Neil Young, 1976 What a difference a month makes. It was at this same time thirty days ago when the S&P 500 was embroiled in an
- [Market Rebound](https://greatvalleyadvisors.com/market-rebound/) - In this week's GVA Market Insights, our Asset Management team dissects the latest stock market rally: Markets rebound despite early volatility: Equities have surged to all-time highs following a turbulent quarter, as investors look past geopolitical tensions and easing oil prices support sentiment. Broad-based rally with rising retail influence: April gains have been strong across
- [Interval Fund: The Perfect Structure for Private Credit](https://greatvalleyadvisors.com/interval-fund-the-perfect-structure-for-private-credit/) - “Breathe”. Past events, uncertainty, information overload, misinformation, perceived risks are a few catalysts that evoke the human response of fear and panic. Whether it be a dentist visit, a final exam, a politician, the dotcom bubble, GFC, Covid, AI or war; we have all felt our own sense of fear at some point in our
- [Advisor Edge: The GVA Way - Episode 25](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-25/) - In Episode 25 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Ryan Patrick, Chief Technology Officer at Razor Technology, for a discussion on tech driving advisor growth.
- [In Bloom](https://greatvalleyadvisors.com/in-bloom/) - "And I say he's the one Who likes all our pretty songs And he likes to sing along And he likes to shoot his gun But he knows not what it means Knows not what it means And I say yeah" - In Bloom, Nirvana, 1991 After what has been another difficult first few months of
- [Two Acts, One Quarter - The Story of Q1](https://greatvalleyadvisors.com/two-acts-one-quarter-the-story-of-q1/) - The first quarter of 2026 came to a close last week, and it played out in two distinct acts. The quarter opened with momentum.
- [Something in the Orange](https://greatvalleyadvisors.com/something-in-the-orange/) - "It'll be fine by dusk light, I'm tellin' you baby, These things eat at your bones and drive your mind crazy." - Something In The Orange, Zach Bryan, 2022 It has been a tough start to 2026 for financial markets to say the least. And following three years of relentless, tech fueled US stock market upside, many
- [Crisis in the Middle East](https://greatvalleyadvisors.com/crisis-in-the-middle-east/) - In this week's GVA Market Insights, our Asset Management team deep dives into the crisis in the Middle East.
- [Advisor Edge: The GVA Way - Episode 24](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-24/) - In episode 24 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC sits down with Jared Krog, founder of Opulence Wealth Management, to discuss his journey from military service to building an independent advisory firm and why he chose to partner with Great Valley Advisor Group.
- [Masters of War](https://greatvalleyadvisors.com/masters-of-war/) - "Come you masters of war, You that build the big guns, You that build the death planes, You that build all the bombs, You that hide behind walls, You that hide behind desks, I just want you to know, I can see through your masks" --Masters of War, Bob Dylan, 1963 Financial markets are transfixed by war. On Saturday, February 28, the
- [Seasons](https://greatvalleyadvisors.com/seasons/) - "Summer nights and long warm days , Are stolen as the old moon falls, And my mirror shows another face, Another place to hide it all" --Seasons, Chris Cornell, 1992 The party is over. After a three-year rager in the technology sector fueled by a mosh pit of Artificial Intelligence (AI) euphoria, the long overdue hangover is now
- [Epic Fury](https://greatvalleyadvisors.com/epic-fury/) - Over the weekend, the United States and Israel launched Operation Epic Fury, which involved hundreds of U.S. and Israeli aircraft performing strikes on key military and nuclear sites. The military campaign was launched after negotiations between Washington and Tehran stalled over Iran’s nuclear program. On Saturday, the compound of Supreme Leader Ali Khamenei was targeted,
- [Market Insights - Tariffs](https://greatvalleyadvisors.com/market-insights-tariffs/) - The Supreme Court ruled that President Trump cannot unilaterally impose broad tariffs under IEEPA. Trump delivered the State of the Union, and the AI boom is not fading; it's just rotating.
- [All The World’s A Stage](https://greatvalleyadvisors.com/all-the-worlds-a-stage/) - The game has changed once again. At one time, many decades ago, we operated in a Cold War world defined by spheres of influence.
- [Mr. Brightside](https://greatvalleyadvisors.com/mr-brightside/) - "Open up my eager eyes 'Cause I'm Mr. Brightside" --Mr. Brightside, The Killers, 2003 I keep hearing all of this talk about stock market turbulence and unrest to start the New Year. And while fear and jitters certainly make for more interesting financial news flow, I'm sorry folks, I'm just not seeing it that way.
- [How a Leap of Faith Led to a $10B Wealth Management Firm](https://greatvalleyadvisors.com/how-a-leap-of-faith-led-to-a-10b-wealth-management-firm/) - Check out the Barron's interview with GVA CEO James Spinelli - How a Leap of Faith Led to a $10B Wealth Management Firm...
- [Olympic Metals](https://greatvalleyadvisors.com/olympic-metals/) - The Winter Olympics open this week in Milan, a global showcase of discipline, precision, and marginal gains measured in hundredths of a second. Yet one thing remains constant. Every event ends with athletes on a podium, medals draped in gold, silver, and bronze. The symbolism is universal. Gold represents supremacy. Silver rewards excellence just short
- [Advisor Edge: The GVA Way - Episode 23](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-23/) - 🎙️ Episode 23 of Advisor Edge: The GVA Way is live! James sits down with Nick Murphy, Manager, Advisor Technology, to discuss GVA Secure Office, our enterprise-level technology foundation.
- [Tuesday's Gone](https://greatvalleyadvisors.com/tuesdays-gone/) - "Tuesday's gone with the wind" --Tuesday's Gone, Lynyrd Skynyrd, 1973 It has certainly been a rousing start to the New Year. No sooner did the ball drop on Times Square and the President of Venezuela was making an unexpected visit to the United States, Iranian protesters were flooding into the streets, and sabers were rattling
- [Market Insights - A Noisy Start](https://greatvalleyadvisors.com/market-insights-a-noisy-start/) - Here are the highlights from the latest Market Insights video with Evan Coffey and Eric Parnell: Geopolitics have been noisy to start 2026 and could continue to produce headline risk, but financial markets continue to fade geopolitical shocks unless they become policy-driven. Earnings remain supportive: Q4 results and forward EPS estimates point to continued growth,
- [Three Predictions for 2026](https://greatvalleyadvisors.com/three-predictions-for-2026/) - While the following three predictions for 2026 may sound cautious at the headline level, the substance beneath them is more nuanced than it first appears.
- [How to Intelligently Scale and Drive Growth as an Independent Advisor](https://greatvalleyadvisors.com/how-to-intelligently-scale-and-drive-growth-as-an-independent-advisor/) - Blog post from GVA providing guidance on how to intelligently scale and drive growth as an independent advisor, in an increasingly complex world.
- [2026 Outlook](https://greatvalleyadvisors.com/2026-outlook/) - As 2025 comes to a close and the holidays draw near, it is a good time to consider the economic and market outlook for the year ahead. Let’s get right down to it. The economy. For the last four calendar years, markets have been bracing for the inevitable economic recession that never seems to arrive.
- [Redefining Advisor Efficiency Through AI](https://greatvalleyadvisors.com/redefining-advisor-efficiency-through-ai/) -  🎙️ Episode 22 of Advisor Edge: The GVA Way is live! In Episode 22 of our podcast "Advisor Edge: The GVA Way," James J. Spinelli, ChFC, sits down with Hannah Ellis from Jump AI to discuss how their partnership is redefining advisor efficiency through artificial intelligence. Together, they break down how tools like Jump
- [Market Insights - Rate Cut](https://greatvalleyadvisors.com/market-insights-rate-cut/) - Here are the highlights from the latest Market Insights video with Evan Coffey and Eric Parnell: The Federal Reserve: The Fed cut the effective federal funds rate by another 25 basis points at its December meeting. What may be more intriguing for investors is their Summary of Economic Projections, which outlines participants’ expectations for growth,
- [GVA Annual Advisor Conference – Charleston, SC](https://greatvalleyadvisors.com/gva-annual-advisor-conference-charleston-sc/) - Check Out The Highlights From the GVA Annual Advisor Conference in Charleston!  CEO James Spinelli kicked things off with an inspiring welcome and vision for growth. Kaela Frenchman, Nicholas Murphy, and Evan Coffey joined James on stage to facilitate our Tech Partner Panel. GVA shared how each tech partner – YCharts, RISR, Holistiplan, Venrollment,
- [A Very Merry Melt-Up](https://greatvalleyadvisors.com/a-very-merry-melt-up/) - November gave equity investors whiplash. The first three weeks were a grind lower with all three major indices slipping more than 2.50%. The tech-heavy Nasdaq was down more than 6%, while the S&P slid almost 3.50%. Then Thanksgiving week hit and markets ripped higher with the Dow leading the charge up 2.73%. What looked like
- [Advisor Edge: The GVA Way - Episode 21](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-21/) -  🎙️ Episode 21 of Advisor Edge: The GVA Way is live! In Episode 21 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Paul Jervey, Founder and CEO of Jervey Genesis Solutions for a discussion on launching his own independent advisory practice with GVA. Paul shares how independence
- [Let It Bleed](https://greatvalleyadvisors.com/let-it-bleed/) - "Well we all need someone to lean on and if you want it, well you can lean on me" --Let It Bleed, Rolling Stones, 1969 It has been a difficult past four weeks since late October through late November for the U.S. stock market. After hitting new all-time highs less than 80 points shy of
- [Charleston](https://greatvalleyadvisors.com/charleston/) - "Charleston! Charleston! Made in Carolina. Some dance, some prance, I'll say, there's nothing finer. Than the Charleston, Charleston." --Charleston, James Price Johnson, 1923 Great Valley Advisor Group convened its latest Annual Advisor Conference at the Hotel Emeline in Charleston, South Carolina earlier this week. The event was an opportunity for advisors, investment partners, and the GVA
- [GVA Market Insights - Charleston](https://greatvalleyadvisors.com/gva-market-insights-charleston/) - On a special edition of Market Insights, Eric and Evan sat down at the Emeline Hotel in Charleston, South Carolina during Great Valley Advisor Group’s Annual Advisor Conference. Government Shutdown Nears End: Senators reached a bipartisan deal to reopen the government after a 41-day shutdown, though the economic and social impacts, including lost output and
- [7000](https://greatvalleyadvisors.com/economic-market-report-7000/) - "There's a point at 7000 RPM... where everything fades. The machine becomes weightless. Just disappears. And all that's left is a body moving through space and time. 7000 RPM. That's where you meet it. You feel it coming. It creeps up on you, close in your ear. Asks you a question. The only question that
- [Advisor Edge: The GVA Way - Episode 20](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-20/) -  🎙️ Episode 20 of Advisor Edge: The GVA Way is live! James sits down with Eric Hough, the newest member of the Great Valley Advisor Group Asset Management team. Eric brings a wealth of institutional experience in alternative investments and private markets — and in this episode, we dive into how GVA is building
- [How Soon Is Now?](https://greatvalleyadvisors.com/how-soon-is-now/) - "When you say it's gonna happen "now". Well, when exactly do you mean? See I've already waited too long. And all my hope is gone" --How Soon Is Now?, The Smiths, 1985 The rapidly spinning revolving door of financial market news has its latest headline to transfix investor emotions. The latest rumblings heading into the new trading week
- [GVA Events: BMW Championship at Wilmington Country Club](https://greatvalleyadvisors.com/gva-events-bmw-championship-at-wilmington-country-club/) - August 16-18, 2022 – Great Valley Advisor Group (GVA) hosted our VAST Advisors from around the country for company updates and meetings, dinners, a round of golf at Stonewall, and the BMW Championship at Wilmington Country Club. VAST is an exclusive, internal-only, leadership summit for GVA’s top-producing advisors. VAST was created to harness the vast
- [Great Valley Advisor Group Partners with Pontera to Revolutionize Held Away Account Management](https://greatvalleyadvisors.com/great-valley-advisor-group-partners-with-pontera-to-revolutionize-held-away-account-management/) - Great Valley Advisor Group (GVA) is excited to announce its partnership with Pontera, a groundbreaking fintech platform that is transforming how advisors manage held away accounts. This strategic alliance opens new avenues for advisors to deliver holistic financial services to their clients by seamlessly integrating with Orion. In this post, we will delve into what
- [GVA Announces Global Interdependence Center (GIC) Sponsorship](https://greatvalleyadvisors.com/gva-announces-global-interdependence-center-gic-sponsorship/) - Great Valley Advisor Group (GVA) is excited to announce that we have become an annual sponsor of the Global Interdependence Center (GIC). Since 1976, GIC’s mission has been to explore the issues and policies concerning global interdependence that impact world economies and quality of life. GIC executes their mission through a neutral, nonpartisan forum to
- [GVA ALPINE: Search Engine Optimization (SEO)](https://greatvalleyadvisors.com/gva-alpine-search-engine-optimization-seo/) - In the sixth ALPINE call presented by GVA’s marketing team, Mike Burke shared best practices to consider with website SEO. The GVA Marketing team manages more than 30 sites for advisors, implementing all the best practices shared on the call, which are highlighted again below. All websites are hosted on a Virtual Private Server, built
- [10 Years Gone](https://greatvalleyadvisors.com/10-years-gone/) - Last week, I had the opportunity to visit our GVA Advisors in Boca Raton, Florida. This week's article is inspired by the great conversation we had during our stay with some of our Advisor friends over dinner (one of which I look forward to potentially hearing play the guitar someday!). "Then as it was, then
- [GVA Growth Gateway: A Single Pane of Glass to Drive Growth and Success](https://greatvalleyadvisors.com/gva-growth-gateway-a-single-pane-of-glass-to-drive-growth-and-success/) - The business strategy team is excited to introduce the GVA Growth Gateway, which has replaced the previous “Home” dashboard in Salesforce. The Growth Gateway is designed to serve as a single pane of glass for individual advisors and DBAs with multiple advisors. Bringing these metrics together in one place allows advisors to easily review and
- [Bubbly Markets on MoneyMattersTV](https://greatvalleyadvisors.com/bubbly-markets-on-moneymatterstv/) -  Markets continue to look "bubbly", but a favorable economic and corporate earnings backdrop, rate cuts from the U.S. Federal Reserve, and an abundance of liquidity should continue to support asset prices in the near-term. The recent surge in gold and silver are signaling potential instability on the horizon. Keep a close eye on inflation
- [GVA Market Insights - October](https://greatvalleyadvisors.com/gva-market-insights-october/) - AI Dealmaking Frenzy – OpenAI’s latest billion-dollar deals with Broadcom, AMD, and Nvidia highlight record AI infrastructure spending, raising questions about whether this pace is sustainable or reminiscent of the dot-com era. Tariff Talks Return – President Trump’s announcement of new 100% tariffs on Chinese imports reignited trade tensions, triggering a sharp market selloff and
- [Pretzel Logic](https://greatvalleyadvisors.com/pretzel-logic/) - Now you swear and kick and beg us that you're not a gamblin' man Then you find you're back in Vegas with a handle in your hand" --Do It Again, Steely Dan, 1972 I recently had the opportunity to visit our GVA Advisors in Braintree, Massachusetts. This week's article is inspired by the great discussions
- [GVA Welcomes Eric Hough](https://greatvalleyadvisors.com/gva-welcomes-eric-hough/) - Great Valley Advisor Group is excited to welcome Eric Hough to our Asset Management Team! Eric Hough joins GVA as Director of Asset Management, specializing in Alternative Investments. In this role, he will oversee portfolio strategy, manage fund investments, and build lasting investor relationships. With extensive Wall Street experience and deep expertise in alternative assets,
- [Growth Opportunities](https://greatvalleyadvisors.com/growth-opportunities/) - Artificial Intelligence has moved from buzzword to backbone. It dominates headlines, moves markets, and is reshaping the future of technology and the economy. For most people, AI is already part of daily life, and its influence will only deepen. For equity markets the question is not whether AI matters but where the next wave of
- [Advisor Edge: The GVA Way - Episode 19](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-19/) -  In Episode 19 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC, sits down with Carmen Andrews, Founder and Financial Advisor of Simplified Financial for a discussion on building her brand and scaling her business through partnership with GVA. Key Takeaways: GVA’s operational, compliance, and technology support that reduces administrative burdens
- [A Storm Is Coming](https://greatvalleyadvisors.com/a-storm-is-coming/) - Boy: "Hay una tormenta en camino." Sarah Connor: "What did he just say?" Gas Station Attendant: "He said there's a storm coming in." Sarah Connor: "I know." --The Terminator, 1984 A different storm. Yes, Artificial Intelligence is increasingly taking over the world. And while I'm not sure that NVIDIA will have perfected the chips in
- [2025 GVA Annual Partner Blog Series: Federated Hermes on AI](https://greatvalleyadvisors.com/2025-gva-annual-partner-blog-series-federated-hermes-on-ai/) - Federated Hermes asks, “What’s on the minds of our clients?” And simply put, the answer is artificial intelligence (AI). As a leader in the use of machine learning in the investment field, Federated Hermes MDT Advisers has received many questions about our thoughts on AI and its application in investment management. As Daniel Mahr, CFA,
- [GVA Market Insights - September](https://greatvalleyadvisors.com/gva-market-insights-september/) - Labor Market Weakness - Recent BLS data shows slowing job growth and fewer openings, pointing to a softening labor market that all but guarantees a Fed rate cut this week. Where to Hide Amidst Concentration - Despite macro uncertainty, stocks remain near all-time highs with performance driven by a handful of mega-cap names, providing opportunities
- [Bond. Long Bond.](https://greatvalleyadvisors.com/bond-long-bond/) - James Bond: "I admire your courage, Miss...?" Sylvia Trench: "Trench, Sylvia Trench. I admire your luck, Mr...?" James Bond: "Bond. James Bond." --Dr. No, 1962 SPECTRE. The U.S. stock market is a relentless winner. For nearly two decades since the financial crisis, stocks have been repeatedly confronted with all measures of danger and tight spots
- [So Fresh, So Clean](https://greatvalleyadvisors.com/so-fresh-so-clean/) - "Ain't nobody dope as me, I'm just so fresh, so clean" --So Fresh, So Clean, OutKast, 2000 Gator belts and patty melts. The U.S. stock market remains on one helluva ride in 2025. After starting the year on a December through February consolidation grind, worries about tariffs that eventually were manifested sent the S&P 500
- [Restless Uneasy Feeling](https://greatvalleyadvisors.com/restless-uneasy-feeling/) - "I get this feeling I may know you, as a lover and a friend, but this voice keeps whispering in my other ear, tells me I may never see you again" --Peaceful Easy Feeling, Eagles, 1972 A billion stars all around. It's all so perfect. The U.S. economy continues to grow at a healthy pace, inflationary pressures remain
- [Heavy is the Crown](https://greatvalleyadvisors.com/heavy-is-the-crown/) - Heavy is the head that wears the crown. While equity markets have staged a powerful recovery since bottoming in April amid noise around international trade, much of Wall Street is beginning to question whether the rebound has gone too far. Market concentration has reached unprecedented levels: 10% of companies within equity markets now account for
- [GVA’s Asset Management Team Hosts the Philly Phorum, Liberty Hill](https://greatvalleyadvisors.com/gvas-asset-management-team-hosts-the-philly-phorum-liberty-hill/) - Last week we were grateful to come together once again with our incredible community of advisors during our August Philly Phorum, hosted at the Union League Liberty Hill. The biannual Philly Phorum gatherings have become a cornerstone for our GVA Asset Management (GVAAM) network, providing a space where advisors and the GVAAM team can
- [Advisor Edge: The GVA Way - Episode 18](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-18/) -  In Episode 18 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, continues his conversation with Todd Cipperman, General Counsel at Great Valley Advisor Group focusing on the benefits of a DBA partnership with GVA. 🔑 Key Takeaways: Advantage of maintaining entrepreneurial control - build your brand the way you envisioned
- [GVA Market Insights - August](https://greatvalleyadvisors.com/gva-market-insights-august/) - GVA Market Insights - August
- [Coldplayed](https://greatvalleyadvisors.com/coldplayed/) - Coldplayed, verb Emotionally disappointed from being caught up in high hopes, only to be let down Being unintentionally exposed while cheating in public Trouble. It’s been a tough week for people having affairs at concerts. A few key themes have risen to the surface in the process. One, there may actually be such a thing
- [Powell Under Pressure](https://greatvalleyadvisors.com/powell-under-pressure/) - Nothing says monetary tension like a photo op in hard hats. When President Trump and Fed Chair Jerome Powell toured the under-renovation Marriner S. Eccles Federal Reserve building in Washington D.C., the visit was more than just a symbolic walkthrough. It marked the latest chapter in Trump’s long-running campaign to pressure the central bank into
- [Great Valley Advisor Group Welcomes Todd Cipperman as General Counsel](https://greatvalleyadvisors.com/welcome-todd-cipperman/) - Last month we welcomed Todd Cipperman to the Great Valley Advisor Group (GVA) leadership team as our new General Counsel. Todd brings a wealth of experience—over three decades in legal and compliance roles within the investment management, financial services, and fintech industries—and will play a critical role in supporting both our internal operations and the
- [Becoming an Independent Advisor – The Hard Data](https://greatvalleyadvisors.com/becoming-an-independent-advisor-the-hard-data/) - The “soft” advantages of becoming an independent financial advisor are obvious: greater autonomy, the freedom to choose your products and services, and the flexibility to pursue any market or opportunity that excites you. But the hard financial data increasingly make independence — or joining an RIA — an equally compelling business decision. With so many
- [Advisor Edge: The GVA Way - Episode 17](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-17/) -  In this episode, James J. Spinelli, welcomes Todd Cipperman, General Counsel at Great Valley Advisor Group, for a powerful conversation around Scale, Stability, and Support in the financial advisory space. With decades of industry experience, Todd shares practical insights into what it takes to build a sustainable, future-ready practice—and the strategic leadership that drives
- [GVA Market Insights - July](https://greatvalleyadvisors.com/gva-market-insights-july/) - Outlook: After a volatile first half marked by geopolitical shocks and policy shifts, the macroeconomic backdrop remains supportive, setting the stage for a constructive second half of the year for financial markets. Stocks: Despite stretched valuations, continued economic resilience and earnings growth could push the S&P 500 to new highs by year-end. Bonds: Higher yields
- [2025 Second Half Outlook](https://greatvalleyadvisors.com/2025-second-half-outlook/) - The 2025 second half outlook from Great Valley Advisor Group's Chief Market Strategist, Eric Parnell.
- [GVA Announces the Return of Its Annual Advisor Conference in 2025](https://greatvalleyadvisors.com/gva-announces-the-return-of-its-annual-advisor-conference-in-2025/) - Great Valley Advisor Group has announced the much-anticipated return of its Annual Advisor Conference (AAC), set to take place November 9–12, 2025, in Charleston, South Carolina. Hosted at the elegant and historic Hotel Emeline, located in the heart of downtown Charleston, the 2025 conference will bring together GVA’s nationwide network of financial advisors for four
- [The Power Strain](https://greatvalleyadvisors.com/the-power-strain/) - The explosive rise of artificial intelligence has made semiconductors the new oil, but electricity may become the new constraint. As demand for data centers surges, driven by large language models and the companies that are building them, America’s power grid is being pushed to its limits. The U.S. is beginning to face a growing energy
- [GVA Partners with Paragon Wealth for Finances On Tap](https://greatvalleyadvisors.com/gva-partners-with-paragon-wealth-for-finances-on-tap/) - At GVA, we believe empowering advisors means showing up — with insights, perspective, and partnership. Recently, our Chief Market Stragegist Eric Parnell, CFA, joined Paragon Wealth Management’s Finances on Tap event in Doylestown, PA for a candid discussion on markets, economic trends, and what’s ahead in 2025. It was truly a great night filled with
- [How Times Change](https://greatvalleyadvisors.com/how-times-change/) - It all seems very bizarre. I was born in 1973, so three ubiquitous kid fears were subconsciously ingrained into my adolescent and adult subconscious. One is an irrational feeling of alarm at the sight of nuclear power plant cooling towers (Three Mile Island accident in 1979). Another is the omnipresent threat that the world will
- [GVA Market Insights - June](https://greatvalleyadvisors.com/gva-market-insights-june/) - What will the FED do?: Markets expect the FED to hold rates steady through the summer, with a growing probability of a rate cut by September (54.9%), driven by cooling inflation, softening labor data, and political pressure. Liberation Day 2.0: With the July 9th tariff deadline nearing, markets face a pivotal moment that could bring
- [AI on MoneyMattersTV](https://greatvalleyadvisors.com/ai-on-money-matters-tv/) - AI is poised to be a transformative economic force, revolutionizing industries by automating routine tasks, increasing productivity and creating new investment opportunities. Infrastructure demands from AI (like energy needs) present investment potential, but municipalities currently play a limited direct role; overall AI enables faster data processing and decision making, enhancing business profitability and operational efficiency
- [Jaws](https://greatvalleyadvisors.com/jaws/) - "That's some bad hat, Harry" - Chief Martin Brody, Jaws, 1975 It is the golden anniversary for the summer blockbuster. The movie that began the wave of packing theaters during the summer was Jaws, which is still the seventh highest grossing movie of all time on an inflation adjusted basis. The genius of the film
- [401k Participants and Market Uncertainty](https://greatvalleyadvisors.com/401k-participants-and-market-uncertainty/) - The markets are choppy—and retirement confidence is following suit. April 2025 has ushered in significant market volatility, primarily driven by the Trump administration's sweeping tariffs, dubbed "Liberation Day." These tariffs have led to a historic two-day loss of over $6.6 trillion in U.S. stock market value, with the S&P 500 and Nasdaq entering bear market
- [Water](https://greatvalleyadvisors.com/water/) - "The water understands Civilization well; It wets my foot, but prettily, It chills my life, but wittily, It is not disconcerted It is not broken-hearted: Well used, it decketh joy, Adorneth, doubleth joy:" - Water | Ralph Waldo Emerson (1867) It's been an outcome that has been vexing many market analysts and investment pundits for
- [Advisor Edge: The GVA Way - Episode 16](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-16/) -  In Episode 16 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Charlie McNamara, Founder of Paragon Wealth Management, for a conversation about the journey to independence and building a thriving RIA. Here are four key takeaways from their discussion: ✅ The Leap to Independence: Charlie shares what
- [Summertime Playbook](https://greatvalleyadvisors.com/summertime-playbook/) - Although summer does not officially begin until June 20, my mental view of seasons is grouped by the months. Summer: June, July, August; Fall: September, October, November; Winter: December, January, February; Spring: March, April, May. So with summer already getting underway in this writer's mind, it's a good time to look ahead to the key
- [Market Insights with Eric: Episode 50](https://greatvalleyadvisors.com/market-insights-with-eric-50/) -  Markets Love Certainty: Equity markets have rallied since mid-April as fears over new tariffs have eased. With a temporary reprieve in trade policy uncertainty, investors rotated back into risk assets. The market’s appetite for stability is clear – but the biggest lingering risk may lie in the long bond. Buying Opportunity in the Long
- [The Deficit Spiral](https://greatvalleyadvisors.com/the-deficit-spiral/) - GVA Asset Management article by Evan Coffey discussing concerns about the deficit spiral in the US.
- [Ulysses](https://greatvalleyadvisors.com/ulysses/) - For more than a decade, the U.S. stock market has resoundingly dominated its global developed international and emerging/frontier counterparts.
- [Advisor Edge: The GVA Way - Episode 15](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-15/) -  In Episode 15 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Ben Haas, CFP®, CRPC®, ABFPTM, Wealth Manager at Haas Financial Group, for a thoughtful conversation on financial planning through the lens of behavioral finance. James and Ben explore why true planning goes beyond numbers, highlighting the
- [GVA Supports Advisors Through Volatility](https://greatvalleyadvisors.com/gva-supports-advisors-through-volatility/) - At GVA, we know how important technology is to financial advisors. Without sacrificing the human element, our technology stack is purpose-built for advisors dedicated to improving client interaction, streamlining processes, and making data-driven decisions.
- [GVA In One Word](https://greatvalleyadvisors.com/gva-in-one-word/) - We asked our GVA Corporate employees to describe what GVA means to them – in one word. For some of these folks it was their first time in the hot seat! This video is authentic. Responses weren’t fed, rather they came from the heart. We’ll tease a few of the responses: committed, partnership, and excellence
- [Into the Mystic](https://greatvalleyadvisors.com/into-the-mystic/) - Into the Mystic by Eric Parnell. Stocks are sailing. It's extraordinary to consider that in just six astral weeks, the U.S. stock market has transformed from cascading endlessly to the downside to magnificently floating to the upside.
- [Getting In Tune](https://greatvalleyadvisors.com/getting-in-tune/) - "I'm singing this note 'cause it fits in well with the chords I'm playing I can't pretend there's any meaning hidden in the things I'm saying But I'm in tune Right in tune" - Getting In Tune, The Who, 1971 It is the unexpected beauty of the Liberation Day tariff announcements from just over a
- [April Showers](https://greatvalleyadvisors.com/april-showers/) - Markets In Depth: April Showers - April was a turbulent month for global financial markets, characterized by heightened uncertainty and sharp price swings.
- [Catch Bull At Four](https://greatvalleyadvisors.com/catch-bull-at-four/) - "I seize him with a terrific struggle His great will and power are inexhaustible. He charges to the high plateau far above the cloud-mists, Or in an impenetrable ravine he stands." Catching the Bull, Ten Bulls, Kuoan Shiyuan, c. 12th century Investors have been in search of a new bull market with stocks careening to
- [Market Insights with Eric: Episode 48](https://greatvalleyadvisors.com/market-insights-with-eric-48/) - Market Insights with Eric: Episode 48 deals with the post trade war market impacts.
- [War Is Over (If You Want It)](https://greatvalleyadvisors.com/war-is-over-if-you-want-it/) - Capital markets are finally making some constructive progress following two tumultuous months. After a gradual descent following its February 19 peak, the U.S. stock market accelerated to the downside once the calendar flipped to the second quarter and the Liberation Day trade war was underway. But following a series of steps by the U.S. to
- [Advisor Edge: The GVA Way - Episode 14](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-14/) -  In Episode 14 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Alex Weiss CFP, President of Napier Financial for a discussion on building a firm rooted in a culture of exceptional client experience. From defining what you stand for to making decisions about what to insource or outsource, this
- [Market Insights with Eric: Episode 47](https://greatvalleyadvisors.com/market-insights-with-eric-47/) - In Market Insights with Eric: Episode 47, Eric discusses the S&P 500 rebound from double-digit recent lows.
- [Economic & Market Report: Talk About the Passion](https://greatvalleyadvisors.com/economic-market-report-talk-about-the-passion/) - "Combien, combien, combien de temps?" --R.E.M., Talk About the Passion, 1983 It has been a difficult stretch for capital markets for a couple of months now. And as we emerge from our Easter/Passover holiday weekend celebrations, investors are left to wonder how much longer will the turbulence that has enveloped capital markets persist as we continue
- [Economic & Market Report: Battle Lines](https://greatvalleyadvisors.com/economic-market-report-battle-lines/) - Download PDF Version Here. It has been a tumultuous second quarter so far. After only nine trading days, we have seen U.S. stocks as measured by the S&P 500 plunge by more than -15% peak-to-trough in the wake of the "Liberation Day" tariff announcements, only to find their footing and battle their way back since.
- [Market Uncertainty Brings Eric Back To Money Matters TV](https://greatvalleyadvisors.com/market-uncertainty-money-matters-tv/) - Timing and Market Conditions Ongoing market uncertainty continues to challenge small business owners and investors, which may warrant holding off on major capital decisions for now. The current correction is a healthy part of the market cycle and presents selective, long-term buying opportunities. Opportunities Beyond U.S. Markets International and emerging markets have quietly outperformed and
- [GVA/LPL Advisory Platforms](https://greatvalleyadvisors.com/gvalpl-advisory-platforms/)
- [Financial Advisors: Holiday Gift Ideas for Clients](https://greatvalleyadvisors.com/financial-advisors-holidy-gift-ideas-for-clients/) - 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.
- [Inspired Leadership: A Q&A With COO James Spinelli](https://greatvalleyadvisors.com/inspired-leadership-a-qa-with-coo-james-spinelli/) - The RIA industry continues to grow at a record pace, with the number of SEC-registered advisers and their assets under management growing substantially in recent years, according to the latest Evolution Revolution Report from the Investment Adviser Association and National Regulatory Services. This growth is driven by visionary and future-minded leaders who understand the industry’s
- [Get to Know the CEO: GVA’s Ryan Todd on Why Empowering Advisor Growth is Key to Success](https://greatvalleyadvisors.com/gvas-ryan-todd-on-why-empowering-advisor-growth-is-key-to-success/) - Throughout the past two years, the pandemic has slowed down or completely halted many businesses. Yet, the RIA industry has seen a surge in interest and growth which has exceeded many RIA leaders’ expectations. With growth expected to extend well into the next year, future-looking leaders stand ready to tackle the next challenge and solve
- [How the EOS Model and Predictive Index Can Enhance Your Practice and Self-Awareness](https://greatvalleyadvisors.com/how-the-eos-model-and-predictive-index-can-enhance-your-practice-and-self-awareness/) - For many independent advisors, as well as other entrepreneurs, the most challenging aspects of day-to-day work are keeping their business running and team working efficiently. Many business owners work long hours without strong returns on their investment of time and money. Some common challenges for entrepreneurs include a lack of control, people who don’t listen
- [GVA Advisor Referral Program](https://greatvalleyadvisors.com/gva-advisor-referral-program/) - Growth is essential to the success of a business, and as such Great Valley Advisor Group is always looking to expand our network and grow our family of advisors. We’ve built our Referral Program to provide incentive and opportunity for existing GVA advisors to refer potential advisors to GVA. For every referral, advisors will earn
- [Case Study: North Point Advisor Group](https://greatvalleyadvisors.com/case-study-north-point-advisor-group/) - Our latest case study video explores North Point Advisor Group, and how Mike Dolezal and David Hopkins took their firms independent and merged them to create a powerhouse new independent advisory firm, North Point Advisor Group. North Point was founded on the belief that delivering a superior client experience should be our top priority. They
- [Case Study: GVA Advisors on Their Transition to Independence](https://greatvalleyadvisors.com/case-study-transition-to-independence/) - In our latest case study video, GVA advisors discuss transitioning to either a hybrid or an independent operating model, and the support they get from GVA during the transition phase. Advisors discuss best practices, give advice, and explore their partnership with Great Valley Advisor Group before, during, and after the transition period. Securities offered through
- [Case Study: Chester Springs Financial Group](https://greatvalleyadvisors.com/chester-springs-financial-group/) - Michael Dedda, ChFC, Co-Founder and President of Chester Springs Financial Group, discusses how his firm utilizes tools from GVA, specifically GVA Asset Management, to streamline processes and make the entire firm more efficient. Chester Springs Financial Group, LLC is a full service investment firm. Michael has worked in the industry since 1993 and has brought
- [GVA Solutions Spotlight: Tax Strategy Resources](https://greatvalleyadvisors.com/gva-solutions-spotlight-tax-strategy-resources/) - One of GVA's foundational principles is building an ecosystem that enables our advisors to provide comprehensive financial planning services. We understand it would be nearly impossible for an advisor to have specialized knowledge for every scenario. As such we have built a dynamic technology stack and assembled a best-in-class team to ensure our advisors always
- [The Affiliated Advisor](https://greatvalleyadvisors.com/the-affiliated-advisor/) - Financial advisors always look for ways to build and grow their businesses while providing unparalleled client service. Many financial advisors opt to join an established RIA firm instead of taking on the challenges of setting up and running an independent practice. By affiliating with an RIA, advisors can leverage these firms' unique selling points. RIAs,
- [Succession Planning](https://greatvalleyadvisors.com/succession-planning/) - Succession planning is a critical yet often overlooked aspect of a financial advisor's practice. While we dedicate ourselves to helping clients plan for their financial future, it's essential to also plan for the future of our own practices. Great Valley Advisor Group’s succession planning strategies are built around three core values: Customized, Continuity, and Confidence.
- [Client Retention Rates High with Transition to Independence](https://greatvalleyadvisors.com/client-retention-rates-high-with-transition-to-independence/) - A May 2024 Supported Independence Study from Schwab Advisor Services shows high client retention rates and a bullish outlook on the future of the RIA sector. According to the study, client retention rates are at 86%. The findings from GVA’s transition team are in line and additionally, show high advisor satisfaction feedback. You guys overdelivered
- [Three Core Values of Succession Planning](https://greatvalleyadvisors.com/three-core-values-of-succession-planning/) - At Great Valley Advisor Group, we approach succession plan strategy with three core values in mind – customization, continuity, and confidence. Whether you are an advisor considering retirement, making a career change, or simply looking to exit the industry, it’s important to have a clear strategy in place to ensure a smooth transition for both
- [2024: A Year In Review](https://greatvalleyadvisors.com/2024-a-year-in-review/) - As 2024 comes to a close we’re remembering some of our favorite moments, achievements, and connections – with all of you. This video visual features some of the best of the best memories. Watching brought a smile to our face, and we hope it does the same for you! We close this year full of
- [Leveraging Technology with the GVA Tech Stack](https://greatvalleyadvisors.com/leveraging-technology-with-the-gva-tech-stack/) - At GVA, we know how important technology is to financial advisors. Without sacrificing the human element, our technology stack is purpose-built for advisors dedicated to improving client interaction, streamlining processes, and making data-driven decisions.
- [ALPINE: Google Business Profile & Google Ads](https://greatvalleyadvisors.com/alpine-google-business-profile-google-ads/) - At GVA, we know how important technology is to financial advisors. Without sacrificing the human element, our technology stack is purpose-built for advisors dedicated to improving client interaction, streamlining processes, and making data-driven decisions.
- [Philly Phorum at the Union League](https://greatvalleyadvisors.com/philly-phorum-at-the-union-league/) - Great Valley Advisor Group's Asset Management team kicked off the first of two Philly Phorum events scheduled for 2025. Held on February 26-27 at the renowned Union League of Philadelphia, the event brought together 16 advisors from across the United States. The Philly Phorum event is designed to offer a personalized setting for advisors involved
- [GVA Announces $1B AUM for GVA Asset Management](https://greatvalleyadvisors.com/gva-announces-1b-aum-for-gvaam/) - Berwyn, PA – Great Valley Advisor Group was established in 2012 with a clear vision and purpose: to create a technology-driven, full-service Registered Investment Advisor (RIA) firm tailored to fiduciary advisors. As a team of like-minded professionals, we proudly prioritize our clients’ interests above our own. Technology forms the cornerstone of our company, allowing us
- [2024 GVA VAST Summit, Napa](https://greatvalleyadvisors.com/2024-gva-vast-summit-napa/) - What's not to like about today's market? We have new all time highs, the Fed cutting rates, and economic growth.
- [GVA Attends Catchlight’s Growth Day](https://greatvalleyadvisors.com/gva-attends-catchlights-growth-day/) - At GVA, we know how important technology is to financial advisors. Without sacrificing the human element, our technology stack is purpose-built for advisors dedicated to improving client interaction, streamlining processes, and making data-driven decisions.
- [Latest RIA Trends](https://greatvalleyadvisors.com/latest-ria-trends/) - At Great Valley Advisor Group, our unique operating model provides us the opportunity to keep our finger on the pulse of the latest trends for advisors and RIAs around the country. Here are three trends to keep an eye on as we head into the second half of 2023. Technology and Digital Solutions in RIA
- [Understanding Direct Indexing and Its Potential Benefits for Advisors](https://greatvalleyadvisors.com/understanding-direct-indexing-and-its-potential-benefits-for-advisors/) - Direct indexing has emerged as a powerful tool for portfolio management. This innovative approach allows advisors to tailor investment strategies to meet the unique needs of their clients, while also providing enhanced tax efficiency. Direct indexing involves constructing a portfolio by purchasing individual securities that replicate a specific index or benchmark. Unlike traditional mutual funds
- [GVA Network Insights: Our Advisors Spotlight the Benefits of Going Independent](https://greatvalleyadvisors.com/gva-network-insights-our-advisors-spotlight-the-benefits-of-going-independent/) - We’ve seen a major shift in the financial advice industry in the last decade, as more advisors opt out of the traditional brokerage model and dive into the independent RIA space. The leap is a significant one, with the potential to propel growth and revamp an entire career trajectory. When we speak with advisors considering
- [Advisor Marketing Investment: What Do the Numbers Say?](https://greatvalleyadvisors.com/advisor-marketing-investment-what-do-the-numbers-say/) - 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 1, May '23](https://greatvalleyadvisors.com/market-insights-with-eric-episode-1-may/) - Great Valley Advisor Group is excited to present the first episode of our new video series featuring Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. In our first episode Eric
- [Market Insights with Eric: Episode 2, June ’23](https://greatvalleyadvisors.com/market-insights-with-eric-episode-2-june/) - Great Valley Advisor Group is excited to present the second episode of our new video series featuring Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. In this episode, Eric addresses
- [Market Insights with Eric: Episode 3, June 21, 2023](https://greatvalleyadvisors.com/market-insights-with-eric-episode-3-june-21-2023/) - Great Valley Advisor Group is excited to present the second episode of our new video series featuring Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. In this episode, Eric highlights
- [Market Insights with Eric: Episode 4, July 5th, 2023](https://greatvalleyadvisors.com/market-insights-with-eric-episode-4-july-5-2023/) - Great Valley Advisor Group is excited to present the latest episode of our new video series featuring Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. In this episode, Eric discusses
- [Market Insights with Eric: Episode 5, July 18th, 2023](https://greatvalleyadvisors.com/market-insights-with-eric-episode-5-july-18th-2023/) - Great Valley Advisor Group is excited to present the latest episode of our new video series featuring Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. In this episode, Eric discusses
- [Market Insights with Eric: Episode 6, August 3rd, 2023](https://greatvalleyadvisors.com/market-insights-with-eric-episode-6-aug-3/) - Great Valley Advisor Group is excited to present the latest episode of our new video series featuring Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. In this episode, Eric discusses
- [Market Insights with Eric: Episode 7, August 16th, 2023](https://greatvalleyadvisors.com/market-insights-with-eric-episode-7/) - Great Valley Advisor Group is excited to present the latest episode of our new video series featuring Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. In this episode, Eric discusses
- [Market Insights with Eric: Episode 8, August 30th, 2023](https://greatvalleyadvisors.com/market-insights-with-eric-episode-8/) - Great Valley Advisor Group is excited to present the latest episode of our new video series featuring Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. In this episode, Eric discusses
- [Market Insights with Eric: Episode 9, September 13th, 2023](https://greatvalleyadvisors.com/market-insights-with-eric-episode-9/) - Great Valley Advisor Group is excited to present the latest episode of our video series featuring Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. In this episode, Eric discusses the
- [Market Insights with Eric: Episode 10, October 3rd, 2023](https://greatvalleyadvisors.com/market-insights-with-eric-episode-10/) - Great Valley Advisor Group is excited to present the latest episode of our video series featuring Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. In this episode, Eric discusses the
- [Market Insights with Eric: Episode 11, October 17th, 2023](https://greatvalleyadvisors.com/market-insights-with-eric-episode-11/) - Great Valley Advisor Group is excited to present the latest episode of our video series featuring Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. In this episode, Eric discusses the
- [Market Insights with Eric: Episode 12, October 31st, 2023](https://greatvalleyadvisors.com/market-insights-with-eric-episode-12/) - Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. In this special Halloween episode,
- [Market Insights with Eric: Episode 13, November 15th, 2023](https://greatvalleyadvisors.com/market-insights-with-eric-episode-13/) - Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. It's a great time of
- [Market Insights with Eric: Episode 14, November 29th, 2023](https://greatvalleyadvisors.com/market-insights-with-eric-episode-14/) - Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. The S&P 500 has rallied
- [Market Insights with Eric: Episode 15, December 13th, 2023](https://greatvalleyadvisors.com/market-insights-with-eric-episode-15/) - Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. With 2023 coming to a
- [Market Insights with Eric: Episode 16, January 10th, 2024](https://greatvalleyadvisors.com/market-insights-with-eric-episode-16/) - Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. Happy new year from GVA!
- [Market Insights with Eric: Episode 17, January 24th, 2024](https://greatvalleyadvisors.com/market-insights-with-eric-episode-17/) - Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. It's a new all time
- [Market Insights with Eric: Episode 18, February 7th, 2024](https://greatvalleyadvisors.com/market-insights-with-eric-episode-18/) - This episode of the GVA Market Insight examines what we can reasonably expect as we go through 2024. Core data suggests we have an economy that remains strong, and corporate earnings are continuing to show strong growth, nearly double digits year over year. The latest SLOOS data also gave us additional signs for encouragement for
- [Market Insights with Eric: Episode 19, February 21st, 2024](https://greatvalleyadvisors.com/market-insights-with-eric-episode-19/) - This week, Eric discusses emerging markets. Why? Because it provides an important lesson for how we should approach US investment strategy moving forward. The performance of EM stocks has been challenged in the past 15 years, but it's important to break apart the Emerging Markets index to understand the performance. Great Valley Advisor Group is
- [Market Insights with Eric: Episode 20, March 7th, 2024](https://greatvalleyadvisors.com/market-insights-with-eric-episode-20/) - This week Eric discusses the record highs for the S&P 500 and asks important questions like "Isn't the market overdue for a correction?" and "Aren't valuations too high?" and while both of these could be true, the most important factor to remember about markets at any given time is that it's all about liquidity. Great
- [Market Insights with Eric: Episode 21, March 20th, 2024](https://greatvalleyadvisors.com/market-insights-with-eric-episode-21/) - This week Eric discusses market history. We always hear the expression "past performance is not an indicator of future returns". The reality is, over the last 25 years, gold has been the best performing asset class, not equities as many would think. Asset classes are constantly going in and out of favor, and we need
- [Market Insights with Eric: Episode 22, April 4th, 2024](https://greatvalleyadvisors.com/market-insights-with-eric-episode-22/) - This week Eric wraps up the first quarter of 2024 and looks ahead at what we can reasonably expect for the rest of the year. Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos
- [Market Insights with Eric: Episode 23, April 23rd, 2024](https://greatvalleyadvisors.com/market-insights-with-eric-episode-23-2/) - This week Eric discusses the long overdue stock market correction and what to expect going forward. Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic
- [Market Insights with Eric: Episode 24, May 1st, 2024](https://greatvalleyadvisors.com/market-insights-with-eric-episode-24/) - This week Eric discusses the long overdue stock market correction from early April, and the recent rally at the end of the month. Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant
- [Market Insights with Eric: Episode 25, May 21st, 2024](https://greatvalleyadvisors.com/market-insights-with-eric-episode-25/) -  In this episode, Eric discusses the diversification benefit of bonds in an overall allocation portfolio. Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic
- [Market Insights with Eric: Episode 26, May 29th, 2024](https://greatvalleyadvisors.com/market-insights-with-eric-episode-26/) -  In this episode, Eric discusses optimism about the equities market as we head into summer. Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic
- [Market Insights with Eric: Episode 27, June 18th](https://greatvalleyadvisors.com/market-insights-with-eric-episode-27/) -  In this episode, Eric discusses the concentration problem we have brewing in the U.S. Equities Market. Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant
- [Market Insights with Eric: Episode 28, July 15th](https://greatvalleyadvisors.com/market-insights-with-eric-episode-28/) - In this episode, Eric discusses the first half of 2024, and why we have reasons for optimism in the second half of the year. Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are
- [Market Insights with Eric: Episode 29, July 24th](https://greatvalleyadvisors.com/market-insights-with-eric-episode-29/) - In this episode, Eric discusses the shift of leadership in U.S. equities from large to small and mid-cap stocks. Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations
- [Market Insights with Eric: Episode 30, August 7](https://greatvalleyadvisors.com/market-insights-with-eric-episode-30/) - In this episode, Eric the causes and potential effects of the recent market correction. Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to
- [Market Insights with Eric: Episode 31, August 21](https://greatvalleyadvisors.com/market-insights-with-eric-episode-31/) - August caused a lot of investors to wonder what they should do in a volatile market, but, as Eric explains in this episode, everyone should stay the course and stick to the long term plan. Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist,
- [Market Insights with Eric: Episode 32, September 5](https://greatvalleyadvisors.com/market-insights-with-eric-episode-32-september-5/) - We are 9 weeks out from the election, and Chief Market Strategist Eric Parnell dives into what to expect for the markets as we get closer to November. Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each,
- [Market Insights with Eric: Episode 33, September 19](https://greatvalleyadvisors.com/market-insights-with-eric-episode-33-september-19/) - They're finally here! After a two year wait, the U.S. Federal Reserve is finally ready to deliver on the interest rate cuts that investors have been waiting for. Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each,
- [Market Insights with Eric: Episode 34, October 2](https://greatvalleyadvisors.com/market-insights-with-eric-episode-44/) - It's the fourth quarter of 2024, and the U.S. stock market is at new all-time highs. Since the middle of the year we've seen a distinct change in market leadership. Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under
- [Market Insights with Eric: Episode 35, October 16](https://greatvalleyadvisors.com/market-insights-with-eric-episode-35/) - 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 36, October 30](https://greatvalleyadvisors.com/market-insights-with-eric-episode-36/) - 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](https://greatvalleyadvisors.com/market-insights-with-eric-episode-37/) - 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 38, November 22](https://greatvalleyadvisors.com/market-insights-with-eric-episode-38/) - 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 39, December 12](https://greatvalleyadvisors.com/market-insights-with-eric-episode-39/) - It has been a phenomenal year for the U.S. stock market in 2024.
- [Market Insights with Eric: Episode 40](https://greatvalleyadvisors.com/market-insights-with-eric-episode-40/) - 2024 Stock Market Review video with Chief Market Strategist Eric Parnell.
- [Market Insights with Eric: Episode 41](https://greatvalleyadvisors.com/market-insights-with-eric-episode-41/) -  The AI sector had a Thunderstrike What took place on Monday – AI company out of China for a fraction of the cost of what the US titans are producing, some of the biggest names in the US stock market falling by as much as 20% in a single trading day Takeaways and implications:
- [Market Insights with Eric: Episode 42](https://greatvalleyadvisors.com/market-insights-with-eric-episode-42/) -  Tariffs, Inflation, and Market Stability: While tariffs contribute to inflation, the primary focus should be on the broader economic impact of the new administration’s policy measures. Market stability depends on adequate liquidity and strong corporate earnings, but persistent inflationary pressures could threaten financial markets. Key Inflation Metrics to Watch: Personal Consumption Index: Released in
- [Eric Parnell is Back on MoneyMattersTV](https://greatvalleyadvisors.com/eric-parnell-is-back-on-moneymatterstv/) - Great Valley Advisor Group’s Chief Market Strategist, Eric Parnell, CFA, was featured on the October episode of Money Matters TV to discuss the debate, federal rate cuts, and everything we should think about in the markets as we enter Q3 and Q4.
- [Market Insights with Eric: Episode 43](https://greatvalleyadvisors.com/market-insights-with-eric-episode-43/) -  Downside Risk and Inflationary Forces: Inflation expectations have reached their highest levels since 2023, with monthly readings consistently exceeding forecasts. Additionally, tariffs and the recovery from California wildfires are expected to contribute to inflationary pressures into 2025. Investment Strategy Amid Rising Inflation: The technology sector, which has led the market since the mid-2010s, may
- [Market Insights with Eric: Episode 44](https://greatvalleyadvisors.com/market-insights-with-eric-44/) -  U.S. Equity Indexes S&P 500: Despite recent volatility and pullbacks, the market remains stable and has found support at the 150-day moving average. This will be a key level to watch to determine if the uptrend that began in October 2023 will continue. Nasdaq 100: The index is holding the 200-day moving average, and
- [ALPINE: Social Media Call Summary](https://greatvalleyadvisors.com/alpine-social-media-call-summary/) - In the fifth ALPINE call presented by the GVA Marketing Team Stef Dolan and Mike Burke discussed Social Media. While this topic is very broad the areas of focus included why financial advisors should use social media, compliance approved platforms, appropriate use (and what to avoid), ideas to grow your audience and reach, and more.
- [SEC Outlook 2025 - Words of Wisdom from the IAA’s Compliance Conference](https://greatvalleyadvisors.com/iaa-compliance-conference/) - Earlier this month, it was a back-to-school week here at GVA Compliance, and I – Michael Hornung, GVA’s Director of RIA Compliance – had the privilege of attending the Investment Adviser Association’s Compliance Conference from the 5th through the 7th for some networking and education. The timing was no accident. Held in Washington, D.C. and
- [Market Insights with Eric: Episode 45](https://greatvalleyadvisors.com/market-insights-with-eric-45/) -  Market Volatility The markets have experienced a significant pullback in recent weeks. Maintain a long-term investment strategy designed to withstand volatility rather than reacting impulsively. Historical Perspective Similar market conditions occurred between 2017 and 2019, and staying the course proved beneficial as markets reached all-time highs in 2019. Comparable scenarios in 2012, 2013, 2015,
- [Market Insights with Eric: Episode 46](https://greatvalleyadvisors.com/market-insights-with-eric-46/) -  Always do your own homework. It’s easy to believe everything you hear, but real insights come from analyzing the evidence and uncovering the facts. The truth is essential when shaping your investment strategy. Key Data Behind the U.S. Markets: Atlanta Fed GDP Now Forecast: The first-quarter earnings forecast has dropped significantly, but this should
- [Our Culture](https://greatvalleyadvisors.com/our-culture/) - When we founded Great Valley Advisor Group, our leadership team thought about three pillars on which we wanted to base our company culture. We decided on family, authenticity, and transparency. At GVA, our team strives to provide our advisors with the highest possible levels of service and collaboration. Our family of advisors feels confident that
- [Economic & Market Report: Liberation Day](https://greatvalleyadvisors.com/economic-market-report-liberation-day/) - Download PDF Version Here. “In truth the prison, unto which we doom Ourselves, no prison is: and hence for me, In sundry moods, ‘twas pastime to be bound Within the Sonnet’s scanty plot of ground; Pleased if some Souls (for such there needs must be) Who have felt the weight of too much liberty, Should
- [GVA’s Culture: Built for Retention and Growth](https://greatvalleyadvisors.com/gva-culture-built-for-retention-and-growth/) - When Great Valley Advisor Group (GVA) was founded, it was built from the ground up with purpose. The purpose co-founders James Spinelli and Ryan Todd had in mind was to create a great company founded on a positive, attractive, supportive culture. And at the forefront, the premise that collaboration drives success. As a GVA advisor
- [Economic & Market Report: Deja Vu](https://greatvalleyadvisors.com/economic-market-report-deja-vu/) - “And I feel like I’ve been here before” - Deja Vu, Crosby, Stills, Nash & Young, 1970 It’s been a tough time for the U.S. stock market as of late. Over the last four weeks, the headline benchmark S&P 500 Index has fallen by just over -10% peak to trough. And the bounce that has
- [Economic & Market Report: The Bright Side](https://greatvalleyadvisors.com/economic-market-the-bright-side/) - “Some things in life are bad, they can really make you mad. Other things just make you swear and curse. When you’re chewing on life’s gristle, don’t grumble, give a whistle. And this’ll help things turn out for the best” -Always Look on the Bright Side of Life, Monty Python, 1979 The U.S stock market
- [Economic & Market Report: Tariffs: Listen to the Music](https://greatvalleyadvisors.com/economic-market-report-tariffs/) - Talk about tariffs continue to pound the news headlines day after day. Taxing imports on goods from other countries such as Canada, Mexico, and China have potential economic impacts that can be troubling for financial markets. These include slower economic growth and the potential for recession as well as rising prices and the threat of
- [Economic & Market Report: The Rhythm of the Heat](https://greatvalleyadvisors.com/economic-market-the-rhythm-of-the-heat/) - It has been the primary downside risk confronting financial markets for the last few years: the persistent threat of a renewed rise in inflation. The kindling continues to be placed to reignite a new inflationary blaze. Only time will reveal how high the flames will reach if and when the next fire starts to burn.
- [Advisor Edge: The GVA Way - Episode 13](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-13/) -  In Episode 13 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Leif Briel, Founder of Endeavr Financial Planning and Wealth Management for a discussion on becoming an independent advisor and partnership with GVA. Drivers of going independent Advantages of being a business owner Building your vision in the independent
- [Economic & Market Report: The Drag 7](https://greatvalleyadvisors.com/economic-market-report-the-drag-7/) - The so called ‘Magnificent 7’ is the latest grouping of tech and tech adjacent companies that have dominated the stock market in recent years. Its members include the following names in order of market cap: Apple, NVIDIA, Microsoft, Amazon, Alphabet (ne Google), Meta Platforms (ne Facebook), and Tesla. Together they make up a staggering +32%
- [Advisor Edge: The GVA Way - Episode 12](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-12/) -  In Episode 12 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Kate Quinn, Manager of Business Strategy and Advisor Development for a discussion on how GVA has streamlined their 3 distinct paths for advisors joining the firm. Click here to learn more about each of the below paths. The
- [Economic & Market Report: The Fast & The Furious](https://greatvalleyadvisors.com/economic-market-fast-and-furious/) - A storm thundered through the U.S. markets on Monday.
- [Economic & Market Report: Thunderstruck](https://greatvalleyadvisors.com/economic-market-report-thunderstruck/) - A storm thundered through the U.S. markets on Monday.
- [Advisor Edge: The GVA Way - Episode 11](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-11/) -  In Episode 11 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Cynthia Spigel, CFP®, JD, CRCP owner of Spigel Strategies and Solutions for a discussion and action items on Practice Management for Investment Advisors. A few key takeaways from this episode: The importance of creating and communicating a strong
- [GVA Welcomes Chew Financial Group](https://greatvalleyadvisors.com/gva-welcomes-chew-financial-group/) - Great Valley Advisor Group would like to welcome Chew Financial Group to the GVA family!
- [Economic & Market Report: Winter Came Early This Year](https://greatvalleyadvisors.com/economic-market-report-winter-came-early-this-year/) - Capital markets had a rousing day on Wednesday. Not only are the initial earnings reports from the nation’s leading banks coming in strong, but a better-than-expected reading on inflation for December sent both stocks and bonds surging to the upside.
- [Economic & Market Report: 5 for 2025](https://greatvalleyadvisors.com/economic-market-report-5-for-25/) - 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.
- [Economic & Market Report: Mad Men](https://greatvalleyadvisors.com/economic-market-report-mad-men/) - 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](https://greatvalleyadvisors.com/gva-marketing-launches-three-flagship-websites/) - The GVA Marketing team recently designed and built all new websites for three of our flagship DBA advisor firms. Paragon Wealth Management (https://paragon-wealth.com/), Endeavr Financial Planning & Wealth Management (https://endeavrwealth.com/) and Two Rivers Wealth Management (https://tworiverswealthmgmt.com/) were all looking to streamline their websites to include a modern, responsive design that highlighted the strength and growth
- [Economic & Market Report: Cruising Altitude](https://greatvalleyadvisors.com/economic-market-report-cruising-altitude/) - 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.
- [Advisor Edge: The GVA Way - Episode 10](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-10/) -  https://open.spotify.com/episode/7l8WT72sTKesyC8OEI19Y5?si=6038f6b8d0f94366 In Episode 10 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Jason Kell, Director of GVA Retirement Partners and David Hopkins, Managing Partner at North Point Advisor Group at our annual VAST conference in Napa, CA. James, Jason and David discuss how GVA Retirement Partners benefits advisor and
- [Navigating Mergers and Acquisitions in the Wealth Management Space: A Guide for Financial Advisors](https://greatvalleyadvisors.com/navigating-mergers-and-acquisitions-in-the-wealth-management-space-a-guide-for-financial-advisors/) - 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](https://greatvalleyadvisors.com/economic-market-report-giving-thanks/) - 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.
- [Economic & Market Report: 78 More Than 47 (or 45)](https://greatvalleyadvisors.com/economic-market-report-78-more-than-47/) - 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](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-9/) -  https://open.spotify.com/episode/6YOMBxDePkWAYYbKWLom9r?si=11d2f67f98554b07 Listen on Apple Podcasts In Episode 9 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts EVP of LPL Capital Partners, Jeremy Holly at our annual VAST conference in Napa, CA. LPL Capital Partners provides solutions designed to support advisors at every stage of their lifecycle, helping them grow
- [Economic & Market Report: It Takes Time](https://greatvalleyadvisors.com/economic-market-report-it-takes-time/) - Changes to the political landscape continue to unfold in the wake of the Republican sweep in the 2024 elections. The financial market reaction has also been dramatic, as U.S. stocks have rallied strongly in the days since Election Day with the removal of the uncertainty of who will be running the executive branch as well
- [Economic & Market Report: 2024 Election Results - Market Impact](https://greatvalleyadvisors.com/economic-market-report-election-results/) - The election results are in. In a stunning outcome, Donald Trump and the GOP emerged from voting on Tuesday with a resounding victory. Since much ink has been spilled in the hours since recapping the wherefores and the whys, let’s cut right to the chase and discuss the economic and financial market implications of the
- [Economic & Market Report: The Heat Is On](https://greatvalleyadvisors.com/economic-market-report-heat-is-on/) - It was all going so well for the doves. The U.S. stock market continued to surge to new all-time highs at the same time that bond yields were plunging, all in anticipation of the U.S. Federal Reserve cutting interest rates at their mid-September Open Market Committee meeting. But no sooner did the Fed actually deliver
- [Economic & Market Report: Stocks Don’t Care Who Wins](https://greatvalleyadvisors.com/economic-market-report-stocks-dont-care-who-wins/) - We’ve got a big election coming up in the United States that’s now less than two weeks away. While a presidential election is always a big deal, some are proclaiming that the 2024 election is “the most important in history”. Given that the winners of the election that includes control not only of the White
- [Economic & Market Report: Silver and Gold](https://greatvalleyadvisors.com/economic-market-report-silver-gold/) - The U.S. stock market continues to claim new all-time highs. But another segment of capital markets is also glistening brightly as we continue through 2024. It is the precious metals market including gold and silver. Even if you are not allocated to these more specialized categories, they can still provide important information to guide investor
- [Eric Parnell Co-Hosts MoneyMattersTV](https://greatvalleyadvisors.com/eric-parnell-cohosts-moneymatterstv/) - Great Valley Advisor Group’s Chief Market Strategist, Eric Parnell, CFA, was featured on the October episode of Money Matters TV to discuss the debate, federal rate cuts, and everything we should think about in the markets as we enter Q3 and Q4.
- [Economic & Market Report: Rekindling the Flames](https://greatvalleyadvisors.com/economic-market-report-rekindling-the-flames/) - It continues to top the charts as a major downside risk for capital markets as we continue through the 2020s. It sent the markets reeling a few years ago, and the problem was never fully eradicated even though the focus of policy makers has since turned elsewhere. And recent developments both on the human decisions
- [Introducing GVA SecureOffice: How Our Partnership with Align Managed Services is Up-Leveling GVA’s Approach to Cybersecurity](https://greatvalleyadvisors.com/introducing-gva-secureoffice-how-our-partnership-with-align-managed-services-is-up-leveling-gvas-approach-to-cybersecurity/) - The pandemic prompted a significant shift within the financial services space, yielding a decentralized workforce as professionals moved from the corner office to their home offices. What was believed to be a short-term solution has evolved into the new reality for many businesses. While the change may be welcome in many regards, it creates new
- [Advisor Edge: The GVA Way - Episode 8](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-8/) -  We're proud to present Episode 8 of our podcast, Advisor Edge: The GVA Way. This episode features David Raymond a Financial Advisor at Doylestown Wealth Management, discussing the importance of succession planning. Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional
- [Eric Parnell Featured on MoneyMattersTV](https://greatvalleyadvisors.com/eric-parnell-featured-on-money-matters-tv/) - Great Valley Advisor Group’s Chief Market Strategist, Eric Parnell, CFA, was featured on the October episode of Money Matters TV to discuss the debate, federal rate cuts, and everything we should think about in the markets as we enter Q3 and Q4.
- [Economic & Market Report: Theory of Market Relativity](https://greatvalleyadvisors.com/economic-market-report-theory-of-market-relativity/) - Investing is a long-term game. And when evaluating long-term portfolio opportunities, it is worthwhile to consider the relative performance of various segments relative to the broader market. For over long-term periods of time, market gravity has an uncanny way of dragging relative outperformers back to earth and lifting relative underperformers to eventual new heights. Thus,
- [GVA Announces Strategic Partnership with RISR](https://greatvalleyadvisors.com/gva-welcomes-affirmative-wealth-partners-2/) - RISR Partners with GVA, Enabling Advisors to Better Serve Business Owner Clients Advisors of Great Valley Advisor Group gain the ability to provide business owner clients with more comprehensive advice through RISR’s planning enablement platform. PHILADELPHIA–(BUSINESS WIRE)–RISR, the first comprehensive business owner engagement platform for financial advisors, today announced its partnership with Great Valley Advisor Group (“GVA”), a technology-driven,
- [GVA Welcomes Affirmative Wealth Partners](https://greatvalleyadvisors.com/gva-welcomes-affirmative-wealth-partners/) - Great Valley Advisor Group would like to welcome Affirmative Wealth Partners to the GVA family! Anurati Patel believes that comprehensive financial planning is the foundation clients need to achieve their goals. Using prudent and timely planning in conjunction with constructing customized investment portfolios, protection planning, tax, and estate planning strategies, Anu and her team partner
- [Advisor Edge: The GVA Way - Episode 1](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-1/) - In Episode 1, James sits down with Phil Regan, part of the Business Development team at GVA, and they discuss the unique culture, service, and offerings of Great Valley Advisor Group. GVA is a full-service, technology-driven RIA. With more than 170 advisors across the country, GVA provides asset management, compliance, billing & compensation, insurance brokerage,
- [Advisor Edge: The GVA Way - Episode 2](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-2/) - Episode 2 of our podcast “Advisor Edge: The GVA Way” is now live! James Spinelli, ChFC®, AIF® invites our Business Development Associate Phil Edge Regan back to continue the conversation. In this episode James & Phil dive into Transition Assistance (explaining the new offer!), our updated Advisor Referrals offering, and Acquisitions (including financing options, flexible
- [Advisor Edge: The GVA Way - Episode 3](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-3/) - Episode 3 of our podcast “Advisor Edge: The GVA Way” is now live! James Spinelli, ChFC®, AIF® invites our Marketing Director, Stef Dolan to discuss how the GVA Marketing strategy supports the DBA brands under the GVA umbrella as well as the business development strategies discussed in episodes 1 and 2. We invite you to
- [Advisor Edge: The GVA Way - Episode 4](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-4/) -  Episode 4 of our podcast “Advisor Edge: The GVA Way” is now live! James Spinelli, ChFC®, AIF® invites our Marketing Director, Stef Dolan, back to continue discussing how the GVA Marketing strategy supports the DBA brands under the GVA umbrella. Stef and James are joined by Mike Burke, the founder of Advsry, a digital
- [Advisor Edge: The GVA Way - Episode 5](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-5/) -  In Episode 5 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF® hosts our Chief Market Strategist Eric Parnell, CFA. The first of a two-part series focused on the GVA Asset Management (GVAAM) team, in this epsiode James and Eric focus on what specifically the GVAAM team does to support
- [Advisor Edge: The GVA Way - Episode 6](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-6/) -  In Episode 6 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF® hosts our Chief Market Strategist Eric Parnell, CFA. The second part of a two-part series focused on the GVA Asset Management (GVAAM) team; in this episode, James and Eric focus on models and the behind-the-scenes thought process that
- [Advisor Edge: The GVA Way - Episode 7](https://greatvalleyadvisors.com/advisor-edge-the-gva-way-episode-7/) -  In Episode 7 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF® hosts Chief Executive Officer Colton Pence and Manager of Advisor Compensation Alexandra Mayeaux from AdvisorBOB. AdvisorBOB is an all-encompassing financial advisor compensation software for RIA back office staff and advisors. It provides customizable and individualized compensation calculations as
- [Economic & Market Report: Knock Your Sox Off](https://greatvalleyadvisors.com/economic-market-report-knock-your-sox-off/) - A changing of the guard appears to be taking place in the U.S. stock market. The S&P 500 Index continues to set fresh all-time highs with a year end run toward 6000 increasingly coming into view. But the leadership now driving the market to new heights has suddenly changed in recent months. Following nearly two
- [GVA Welcomes Kaela Frenchman](https://greatvalleyadvisors.com/gva-welcomes-kaela-frenchman/) - Great Valley Advisor Group is excited to announce Kaela Frenchman has joined our Asset Management team as an Associate, Trading & Operations. Kaela is a driven and persistent professional who brings a diverse skill set and passion through her creative outlook. Kaela earned a bachelor’s degree in Finance, with a minor in Management Studies, from
- [GVA Welcomes Evan Coffey](https://greatvalleyadvisors.com/gva-welcomes-evan-coffey/) - Great Valley Advisor Group is excited to announce that Evan Coffey has joined our Asset Management team as an Associate, Trading & Ops. Evan uses his strong work ethic and financial literacy to help manage GVA’s multi-asset portfolios, mitigate risk, and coordinate wholesaler relationships. In the spring of 2024, Evan graduated as valedictorian from Ursinus
- [GVA Welcomes Simplified Financial](https://greatvalleyadvisors.com/gva-welcomes-simplified-financial/) - Great Valley Advisor Group is excited to welcome Carmen Andrews and the Simplified Financial team to the GVA Family! A financial advisor based in Denver, NC, Carmen loves putting the financial puzzle pieces together. She is passionate about encouraging others to create a life they can afford while saving for the future. Compliance Tracking #:
- [GVA Welcomes Sentient Wealth Group](https://greatvalleyadvisors.com/gva-welcomes-sentient-wealth-group/) - Great Valley Advisor Group would like to welcome Sentient Wealth Group to our family! Sentient Wealth Group (SWG) prides themselves on having a team of dedicated, experienced, and highly skilled financial advisors and staff who are committed to helping their clients achieve their financial goals. The firm is led by advisors Josh Decker, CFP® and
- [Great Valley Advisor Group Welcomes GVA Wealth Allentown](https://greatvalleyadvisors.com/great-valley-advisor-group-welcomes-gva-wealth-allentown/) - Great Valley Advisor Group is excited to welcome Nick Weidman, Christopher Nelson, Jackie Smolsky, Rachel Perez, and their entire team to the GVA family. Headquartered in the all-new Allentown office of GVA Wealth Management, Nick, Chris, Jackie, Rachel and company represent the strength and continued growth of the GVA Wealth brand. Congratulations! Compliance Tracking #:
- [GVA Welcomes Nick Dalessandro](https://greatvalleyadvisors.com/gva-welcomes-nick-dalessandro/) - Great Valley Advisor Group would like to welcome Nick Dalessandro to our Asset Management team. As Senior Trader, Nick oversees new account model mapping, portfolio rebalancing and monitoring, daily report reviews, and managing various trading workflows. Nick works alongside our Chief Market Strategist, Eric Parnell, CFA, and our Trading & Ops Associates, Kaela Frenchman and
- [Economic & Market Report: Why The Fifty?](https://greatvalleyadvisors.com/economic-market-report-why-the-fifty/) - Steepening. The U.S. Federal Reserve still managed to deliver a surprise to markets this week. While it had long ago become a forgone conclusion that the Fed would be lowering interest rates for the first time in more than four years since the onset of COVID, it upped the ante come press conference time by
- [Economic & Market Report: Careful What You Wish For](https://greatvalleyadvisors.com/economic-market-report-careful-what-you-wish-for/) - The time has finally come. At long last and following nearly two years of anticipation, the U.S. Federal Reserve is ready to begin delivering the interest rate cuts investors have longed for. While one could certainly quibble with whether starting into a rate cutting cycle today will be the wise move in the end with
- [Economic & Market Report: Elections](https://greatvalleyadvisors.com/economic-and-market-report-elections/) - It’s time again. Much like the Olympics and the FIFA World Cup, it’s an epic event that comes once every four years. It is U.S. presidential election season. And now that Labor Day weekend is behind us with less than nine weeks remaining until Election Day on Tuesday, November 5, the focus and attention on
- [Philly Phorum 2015](https://greatvalleyadvisors.com/philly-phorum-2015/) - Lincoln Financial Field & The Union League of Philadelphia
- [Midwest Forum](https://greatvalleyadvisors.com/midwest-forum/) - We’re excited to invite you to the Great Valley Advisor Group Midwest Forum on May 18th! This will be a one-day event in St. Paul, Minnesota. We’ll start the event at the Hyatt Hotel Downtown St Paul with some informative presentations and roundtable discussions. Afterwards we’ll be going to the Securian Club Level at the
- [GVA Philadelphia Phorum 2016](https://greatvalleyadvisors.com/gva-philadelphia-phorum-2016/) - Don't Miss Out! Great Valley Advisor Group is happy to host their annual conference this upcoming April to all our current advisors. This two day event will provide an update on the current GVA business model, compliance and technology updates, and industry speakers who will answer all your questions on how to best serve your clients.
- [GVA - Midwest Summer Forum](https://greatvalleyadvisors.com/gva-midwest-summer-forum/) - GVA had a great time at our first annual -Midwest Summer Forum at Surly Brewery! Thank you to everyone who attended, as well as Surly Brewery for making it a great day!
- [Clientworks Training & Best Practices](https://greatvalleyadvisors.com/clientworks-training-best-practices/) - Please join the GVA team, along with a Sr. Support Partner of LPL Financial on March 21, 2017 for a ClientWorks Overview and Best Practices session. This overview is specific to the GVA community, and will be extremely helpful for advisors and assistants who would like to familiarize themselves with the new platform. Contact info@greatvalleyadvisors.com for
- [Advisor Appreciation Event](https://greatvalleyadvisors.com/advisor-appreciation-event/) - Great Valley Advisor Group (GVA) will hold an Advisor Appreciation Event on May 10th for a business person special at Citizens Bank Park to watch the Philadelphia Phillies take on the Seattle Mariners. This is a 1:05 PM game, and is open to all advisors of GVA to join. The suite opens an hour before
- [Compliance Call - Thursday 6/8/17 @ 1PM EST](https://greatvalleyadvisors.com/compliance-call-thursday-6817-1pm-est/) - GVA will host a quarterly compliance call for their advisors to discuss updates regarding the following topics: Employer Sponsored ERISA Plans 3(21) vs. 3(38) fiduciary Participant education Consulting Services Financial planning for plan participants Ongoing fee for service: defining the ongoing service Some DOL considerations for LPL Standardized Compensation: LPL is working toward level compensation
- [GVA Annual Compliance Conference - Oct. 11 - 13, 2017](https://greatvalleyadvisors.com/gva-annual-compliance-conference-oct-11-13-2017/) - For the past two years we have had great success with our compliance conference in Philadelphia. However, we feel it's time for a change, and will host this years event October 11 - 13, 2017 at LPL Financial's new headquarters in Fort Mill, SC! We will send out more information in the coming months, but
- [GVA Proudly Supports The Kyle Ambrogi Foundation](https://greatvalleyadvisors.com/gva-proudly-supports-the-kyle-ambrogi-foundation/) - Please join us as we attend The Kyle Ambrogi Beef and Beer, which will be held on March 24, 2018 from 7:00PM to 11:00PM at the Great American Pub in Conshohocken, PA. Tickets may be purchased online, or at the door. We hope to see you there! http://kyleambrogifoundation.org/10th-annual-beef-beer/
- [GVA's Compliance Conference (Philly Forum) date is set!](https://greatvalleyadvisors.com/gvas-compliance-conference-philly-forum-date-is-set/) - Join us October 24 - 26, 2018 at the The Hyatt - Bellevue in Philadelphia for our annual compliance conference. GVA is a technology-driven full-service Registered Investment Advisor. We invite you to learn more about GVA’s customized solutions here. https://lnkd.in/daZm5Eaj
- [GVA Annual Compliance Conference date set!](https://greatvalleyadvisors.com/gva-annual-compliance-conference-date-set/) - Join GVA in Nashville, October 27-29, 2019, as we celebrate 5 years! At GVA, our annual compliance conference creates an experience for our advisors, program managers, sponsors, and home office to connect, learn, and grow together. Enjoy a strong itinerary with industry leaders and plenty of networking opportunities. If you are interested in joining, or
- [GVA Valley Advisor Summit (VAST): Key Takeaways to Better Your Business](https://greatvalleyadvisors.com/gva-valley-advisor-summit-vast-key-takeaways-to-better-your-business/) - Last month, Great Valley Advisor Group held the Valley Advisor Summit (VAST) in Austin, Texas, for our network of advisors to connect and explore innovative ways to better their businesses. VAST was designed to support advisors by providing seminars and roundtable discussions, each focused on educating attendees about trends in the industry and how to
- [GVA’s Annual Advisor Conference is Back!](https://greatvalleyadvisors.com/gvas-annual-advisor-conference-is-back/) - …and better than ever! We’re coming together at the historic and luxurious Union Station hotel in Nashville, Tennessee on September 24th to the 26th, 2023 for our annual compliance conference. We can’t wait to see you in person! Pre-registration for this event is now open via the form below and more details will be shared in the coming weeks!
- [GVA Update Meeting: Crossing Vineyards Newtown, May 2023](https://greatvalleyadvisors.com/gva-spring-2023-update-meeting/) - Please join Great Valley Advisor Group COO James Spinelli, and CIO, Eric Parnell to discuss the latest developments and the further enhancements that are planned as we continue through 2023. Date Thursday May 4, 2023 Schedule 1-3pm - Lunch at Crossing Vineyards During lunch we will present and discuss the following topics: GVA Communications: A discussion on
- [16th Annual Travis Manion Foundation Golf Outing](https://greatvalleyadvisors.com/16th-annual-travis-manion-foundation-golf-outing/) - Great Valley Advisor Group is proud to sponsor and support the Travis Manion Foundation. The mission of TMF is to empower veterans and families of the fallen to develop character in future generations. First Lieutenant Travis Manion was a man of integrity, valor, and commitment. During his second tour in Iraq, Travis was killed by
- [GVA Update Meeting: CoV Wayzata, June 2023](https://greatvalleyadvisors.com/gva-update-meeting-cov-wayzata-june-2023/) - Great Valley Advisor Group’s COO, James Spinelli, and Chief Market Strategist, Eric Parnell, met with our advisors based in and around the Minneapolis, MN area. The purpose of the meeting was to share GVA’s latest developments and further enhancements that are currently being implemented, as well as those that are planned as we continue through
- [LPL Hosts Annual Focus Meeting in San Diego](https://greatvalleyadvisors.com/lpl-hosts-annual-focus-meeting-in-san-diego/) - LPL’s annual flagship conference, Focus, will take place August 4-7, 2023 at the San Diego Convention Center. This conference encourages attendees to broaden networks, gain new perspectives, learn and find solutions to challenges, hear from influencers and industry experts, and enjoy world-renowned keynote speakers and entertainment. Topics will focus on important challenges and opportunities that
- [Exclusive From Camp Kotok!](https://greatvalleyadvisors.com/exclusive-from-camp-kotok/) - Over the last several days, Great Valley Advisor Group’s Chief Market Strategist, Eric Parnell, CFA, attended Camp Kotok. The event was hosted by David R. Kotok, Chief Investment Officer of Cumberland Advisors, in conjunction with the Global Interdependence Center. Camp Kotok extends their exclusive invitation to a global group of economists, wealth managers, traders, heads
- [GVA Annual Advisor Conference '23 - Nashville](https://greatvalleyadvisors.com/gva-annual-advisor-conference-23-nashville/) - Great Valley Advisor Group welcomed 55+ Advisors and NLAs to Nashville, TN for our Annual Advisor Conference. Advisors traveled from Florida, Oklahoma, Pennsylvania, Massachusetts, Minnesota, North Carolina, Wisconsin, Delaware, and California for an opportunity to connect in person. The presentations were encouraged to be collaborative in nature, and many allowed for Q&A and discussion. The
- [GVA Internship Program](https://greatvalleyadvisors.com/gva-internship-program/) - Great Valley Advisor Group's (GVA) is currently looking for rising juniors and seniors in college for their upcoming internship program. Throughout the ten week program, interns will work with one another on both short and long term projects. These projects give the interns a chance to learn more about the financial services industry. At the end of the program,
- [GVA Online Portal](https://greatvalleyadvisors.com/gva-online-portal/) - The team at Great Valley Advisors and NexGen Consultants have been working hard to roll out the new GVA Online Portal. The online portal is designed to help advisors better manage their office, client accounts, compliance, and much more. If you are an advisor who is interested in learning more about the portal, or GVA,
- [GVA has a New Look & Feel](https://greatvalleyadvisors.com/gva-has-a-new-look-feel/) - Great Valley Advisor Group (GVA) is pleased to announce the launch of our brand new website! A clean intuitive design, focused on increased speed, rich documentation, and user friendliness. After months of hard work and dedication, we are excited to officially announce the launch on March 1, 2016. Our goal with this new website is to provide our
- [GVA Summer Internship Program!](https://greatvalleyadvisors.com/gva-summer-internship-program/) - All set up and ready to go for our summer internship program! GVA is excited to have this year's students join us from Penn State, Franklin & Marshall, and St. Joseph's Universities starting next week.
- [Best of luck to our Summer Interns!](https://greatvalleyadvisors.com/best-of-luck-to-our-summer-interns/) - GVA would like to acknowledge our great group of interns for successfully completing GVA's Summer Internship Program. We wish them the best of luck with their schoolwork and future endeavors!
- [Great Valley Advisor Group hires New Chief Compliance Officer](https://greatvalleyadvisors.com/great-valley-advisor-group-hires-new-chief-compliance-officer/) - We are pleased to announce that Lawrence Clay has joined Great Valley Advisor Group (“GVA”) as our new chief compliance officer. Larry’s addition to the team will help GVA increase their oversight in the constantly changing regulatory and compliance space. With over 20 years of combined investment and compliance experience, Larry will lead the charge
- [RIAFees.com is now live!](https://greatvalleyadvisors.com/riafees-com-is-now-live/) - At GVA, we strive to provide the most up-to-date technology to our advisors. We introduced GVA's Online Portal earlier this year, and now we are happy to announce the RIA Fees Portal (RIAFees.com) is now live! RIAFees.com allows our advisors to view detailed and consolidated advisory fees in one convenient location. To help you better understand
- [AdvisorBOB© is live!](https://greatvalleyadvisors.com/advisorbob-is-live/) - AdvisorBOB©, Advisor Book of Business, is now available to the advisors of Great Valley Advisor Group as their compensation solution .... This tool is a one-stop-shop solution that can handle any size firm, large or small, as it relates to correctly paying your advisors securely. Functionality includes split rep compensation, manager overrides, admin fees, calculating
- [GVA Partners with Cipperman Compliance Services](https://greatvalleyadvisors.com/gva-partners-with-cipperman-compliance-services/) - Great Valley Advisor Group announces partnership with Cipperman Compliance Services Great Valley Advisor Group, headquartered in Wilmington, DE is proud to announce that after a rigorous due diligence process we have selected Cipperman Compliance Services (CCS), located in Wayne, PA to provide compliance support to the firm. CCS is a nationally recognized industry leader that
- [GVA Launches a Proprietary Salesforce Risk Questionnaire](https://greatvalleyadvisors.com/gva-launches-a-proprietary-salesforce-risk-questionnaire/) - GVA advisors may now send risk questionnaires directly to their clients from within their Salesforce account. This new technology allows the advisor to gather important risk information through an online questionnaire taken by the client. Once the client completes their risk questionnaire, a record is created in Salesforce, and the appropriate risk score populates on
- [LPL Financial Eliminates the Hybrid RIA Minimum Asset Requirement](https://greatvalleyadvisors.com/lpl-financial-eliminates-the-hybrid-ria-minimum-asset-requirement/) - Earlier in the year LPL Financial had a minimum asset requirement of $50M to join any Hybrid firm at LPL, including Great Valley Advisor Group. Say Goodbye! As of October 22, 2018 LPL is eliminating the minimum advisory asset requirement based on data suggesting it was not effectively contributing to growth. For more information regarding
- [GVA enables Financial Plan Billing through AdvisorBOB!](https://greatvalleyadvisors.com/gva-enables-financial-plan-billing-through-advisorbob/) - In addition to advisor splits (fee splitting), admin fees, program fees, manager overrides, and standard billing requests already established within AdvisorBOB, GVA has enabled financial planning functionality within AdvisorBOB to all advisors of the firm immediately. Whether you collect a one-time, or subscription based payment, this information is securely stored and processed on a frequency
- [GVA Welcomes Millstone Wealth Management](https://greatvalleyadvisors.com/gva-welcomes-millstone-wealth-management/) - Great Valley Advisor Group (GVA) is excited to welcome Travis Hansberger and Tyler Pahl, along with the entire Millstone Wealth Management team to GVA's RIA Only platform. Millstone Wealth Management reports having served approximately $220 million in advisory assets*. They join us from Thrivent Financial. About Great Valley Advisor Group Great Valley Advisor Group (“GVA”)
- [Great Valley Advisor Group Adds Bernicke Wealth Management](https://greatvalleyadvisors.com/great-valley-advisor-group-adds-bernicke-wealth-management/) - The $530M Wisconsin-based independent RIA joins GVA advisor network to take advantage of compliance support and enhanced technology resources Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”) that partners with select independent financial advisors to support growth and provide access to superior practice management and business strategy resources, has added Bernicke Wealth
- [Your Scheduling just got Smarter. Great Valley Advisor Group Partners with OnceHub](https://greatvalleyadvisors.com/great-valley-advisor-group-partners-with-oncehub/) - GVA is proud to partner with OnceHub, the leading provider of smart scheduling solutions, to provide you and your clients with a seamless and professional experience when it comes to booking both virtual and face to face appointments. With the ScheduleOnce online appointment booking tool, you receive a link to a fully branded landing page
- [GVA Supports the Travis Manion Foundation at the 13th Annual USMC Memorial Event](https://greatvalleyadvisors.com/gva-supports-the-travis-manion-foundation-at-the-13th-annual-usmc-memorial-event/) - GVA believes in giving back to our local community and supporting those in need. The charities we have chosen to support hold special meaning to us. While GVA supports many great causes, we focus on organizations that support veterans, children, and mental health awareness. One charity we’ve had the pleasure of supporting is the Travis
- [Great Valley Advisor Group Acquires U.S. Financial Advisors](https://greatvalleyadvisors.com/great-valley-advisor-group-acquires-u-s-financial-advisors-acquisition-expands-gvas-footprint-to-new-england-and-adds-significant-wealth-management-capabilities-and-resources/) - Acquisition expands GVA’s footprint to New England and adds significant wealth management capabilities and resources PAOLI, Pa. — May 11, 2021 — Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”), has acquired U.S. Financial Advisors (“USFA”). The acquisition expands GVA’s presence in the Greater Boston, Massachusetts, region and adds to its
- [Great Valley Advisor Group Adds Gaines Financial Group](https://greatvalleyadvisors.com/great-valley-advisor-group-adds-gaines-financial-group/) - The $825M Florida RIA joins GVA to leverage its advisor network and robust technology offerings Berwyn, Pa. — Feb. 3, 2022 — Great Valley Advisor Group (“GVA”), a technology-driven, full-service registered investment adviser (“RIA”), is thrilled to announce that Gaines Financial Group (“GFG”) has joined its growing pool of advisors. GVA partners with select independent
- [Great Valley Advisor Group promotes Cheryl DeRosa to Chief Compliance Officer](https://greatvalleyadvisors.com/great-valley-advisor-group-promotes-cheryl-derosa-to-chief-compliance-officer/) - Great Valley Advisor Group, the Berwyn, PA based, leading technology-driven, full-service Registered Investment Advisor has promoted Director of Compliance, Cheryl deRosa to Chief Compliance Officer. Cheryl has more than 29 years of experience in various management roles within RIAs, and after joining GVA at our founding 8 years ago, has been building and leading our internal
- [Welcome Eric Parnell!](https://greatvalleyadvisors.com/welcome-eric-parnell/) - Great Valley Advisor Group is excited to announce the hiring of Eric B. Parnell, CFA as Chief Market Strategist! Eric applies his expertise in finance and economics to manage multi-asset portfolios, mitigate risk, deliver advice that promotes informed decision-making, and facilitate investors achieving their short-and long-term investment goals. As Chief Market Strategist, Eric will provide regular and
- [GVA Selects Pontera to Provide Tailored Retirement Solutions to Advisors](https://greatvalleyadvisors.com/gva-selects-pontera-to-provide-tailored-retirement-solutions-to-advisors/) - Great Valley Advisor Group, a technology-driven, full-service Hybrid Registered Investment Advisor (RIA), today announced its partnership with financial technology company Pontera to enable advisors to manage and trade their clients’ retirement assets across all accounts, including held-away assets such as 401(k)s and 403(b)s. Advisors can affiliate with GVA by joining the RIA, utilizing its Office of Supervisory
- [GVA Vendor Spotlight: AdvisorBOB Integrates Stripe](https://greatvalleyadvisors.com/gva-vendor-spotlight-advisorbob-integrates-stripe/) - Great Valley Advisor Group has relied on AdvisorBOB for best-in-class compensation services since 2018. AdvisorBOB recently announced its successful integration with Stripe, the online payment processing platform. Advisors using the AdvisorBOB platform who currently have financial planning clients paying via ACH Transfer or Credit Card can now view their Stripe payment history directly within the
- [GVA Vendor Spotlight: AdvisorBOB’s BOBValue](https://greatvalleyadvisors.com/gva-vendor-spotlight-advisorbobs-bobvalue/) - Great Valley Advisor Group has relied on AdvisorBOB for best-in-class compensation services since 2018. AdvisorBOB also provides Succession Plans, Buy/Sell Agreements – and now is changing the game with its new BOBValue. The all new BOBValue tool allows advisors to access their book of business valuation, right in their AdvisorBOB dashboard upon login. We cannot stress
- [Innovative Planning Group Acquires Bridge Investment Group](https://greatvalleyadvisors.com/innovative-planning-group-acquires-bridge-investment-group/) - Berwyn, PA — May 31, 2023 — Great Valley Advisor Group (GVA) today announced that Innovative Planning Group (IPG), a GVA advisory business based in Woodbury, MN, has acquired Bridge Investment Group (BIG), a $140 million firm, based in Hudson, WI. BIG’s two main offices, Hudson and Amery, WI, will remain open and operating, and we
- [Welcome Phil Regan, Business Development Associate](https://greatvalleyadvisors.com/welcome-phil-regan-business-development-associate/) - Berwyn, PA, June 20, 2023 – Great Valley Advisor Group (GVA) is excited to welcome Phil Edge Regan as Business Development Associate. Prior to joining GVA, Phil was a Corporate Account Manager for Hunter Durant Real Estate Advisory Firm, as well as spending time at Sarian Strategic Partners and AmerisourceBergen. Phil’s positive ‘can-do’ attitude and
- [DSB Rock Island Wealth Management acquires Waterfront Financial Group](https://greatvalleyadvisors.com/dsb-rock-island-wealth-management-acquires-waterfront-financial-group/) - BERWYN, PA – [NOV. 20, 2023] – Great Valley Advisor Group (GVA) today announced that DSB Rock Island Wealth Management, LLC, a GVA advisory business based in Mendota Heights MN, has acquired Waterfront Financial Group, LLC based in Edina, MN. Waterfront will now operate as DSB Rock Island Wealth Management, LLC, and clients will experience
- [Great Valley Advisor Group Marks Successful First Year of Strategic Partnership with LPL Financial](https://greatvalleyadvisors.com/great-valley-advisor-group-marks-successful-first-year-of-strategic-partnership-with-lpl-financial/) - PHILADELPHIA--(BUSINESS WIRE)--Great Valley Advisor Group (GVA), a technology-driven, full-service Registered Investment Advisor, is excited to celebrate a successful first year of its strategic partnership with LPL Financial, which took a minority stake in its firm in September 2022. GVA’s innovative support model for advisors has fueled consistent growth for the firm, which were key factors
- [Economic & Market Report: NVIDI-yeah!](https://greatvalleyadvisors.com/economic-and-market-report-nvidi-yeah/) - Mega cap technology titan Nvidia posted earnings after the bell on Wednesday. The company vastly exceeded stated analysts’ expectations both on the top line and the bottom line. It also announced a new $50 billion stock buyback program (in other words, they are buying back their own stock at the equivalent value of the 188th largest
- [Economic & Market Report: August & Everything After](https://greatvalleyadvisors.com/economic-market-report-august-everything-after/) - The sudden and sharp stock market correction that marked the beginning of August has quickly become a distant memory. Elevator down, elevator back up with the S&P 500 having gained in 10 out of the last 12 trading days and once again pushing new all-time highs in the process. What can we reasonably expect from
- [Economic & Market Report: Hidden Gems](https://greatvalleyadvisors.com/economic-market-report-hidden-gems/) - The stock market dominates the headlines, and understandably so. The S&P 500 has been a stellar performer for years, and the last nine months last year have been no exception, having surged as much as nearly +40% trough to peak since late October. But while stocks own the spotlight, other key unsung asset classes have
- [Economic & Market Report: Embrace the Ides of July](https://greatvalleyadvisors.com/economic-and-market-report-embrace-the-ides-of-july/) - The U.S. stock market is on the retreat. After peaking in the middle of July at 5669 on the S&P 500, U.S. stocks have fallen by as much as -5%. How much further should we expect the market to decline in the coming weeks, and is this recent weakness a cause for concern as we
- [Economic & Market Report: Chips & Dip](https://greatvalleyadvisors.com/economic-and-market-report-chips-and-dip/) - Technology stocks have been a force behind capital market gains for nearly a decade. And for more than a year, the semiconductor industry in particular has been the market darling inspired by artificial intelligence dreams. But following relentlessly impressive gains, chip stocks have suddenly fallen on hard times. Is this a long awaited dip in
- [Economic & Market Report: Rhymes of History](https://greatvalleyadvisors.com/economic-and-market-report-rhymes-of-history/) - History does not repeat, but it sure can rhyme. We are heading into the prime of the political election season, and with the various speeches and pontifications from our leading candidates comes statements that end up having meaningful market consequences. The latest such example came this week, but it’s not the first time we’ve seen
- [Economic & Market Report: Overheating](https://greatvalleyadvisors.com/economic-and-market-report-overheating/) - The U.S. stock market much like most of the country this summer remains blazing hot. The S&P 500 has already notched a +18% year to date return, and every single trading day so far in July has brought with it a new all-time high for the benchmark index. How much longer should we expect these
- [Economic & Market Report: Three Cheers for the Red, White, & Blue... & Green](https://greatvalleyadvisors.com/economic-and-market-report-three-cheers-for-the-red-white-and-blue-and-green/) - It is the Fourth of July holiday in the United States. With this spirit in mind, it is a good time to take a look at how well the U.S. stock market continues to move independently from the rest of the world in keeping with a tradition that has gone on for many years now.
- [Economic & Market Report: 2024 Second Half Outlook](https://greatvalleyadvisors.com/economic-and-market-2024-second-half-outlook/) - The first half of 2024 is just about officially in the books. It has been a rousing start to the year so far for the U.S. stock market. Following such strong performance in the first six months of the year, what can investors reasonably expect through the rest of 2024? The good news is that
- [Economic & Market Report: One](https://greatvalleyadvisors.com/economic-and-market-one/) - The U.S. stock market is off to a roaring start in 2024. We are not even half way through the year yet, and the S&P 500 Index is higher by more than +15%. Sounds fantastic, right? It is definitely great news on a headline basis, but unfortunately all is not necessarily well with the broader
- [Eric Parnell is Back on Money Matters TV!](https://greatvalleyadvisors.com/eric-parnell-back-on-money-matters-tv/) - Great Valley Advisor Group’s Chief Market Strategist, Eric Parnell, CFA, was featured on the June episode of Money Matters TV, alongside this week’s host Mike Dever of Brandywine Asset Management and Jeff Watkinson, a MuniBond Specialist. This episode featured a round robin of questions for all three panelists about various financial services topics. Money Matters
- [Economic & Market Report: Mr. Brightside](https://greatvalleyadvisors.com/economic-and-market-mr-brightside/) - That was fast. It was just one week ago that this Chief Market Strategist was putting pen to paper to raise early warning signals about potential signs of economic slowing amid an environment where inflationary pressures were bubbling underneath the surface. While a handful of most recent data points certainly do not a trend make
- [Economic & Market Report: Economic Soft Serve](https://greatvalleyadvisors.com/economic-and-market-economic-soft-serve/) - So much feels great about capital markets as summertime temperatures heat up. But the U.S. economy is offering up a soft and cool economic twist with the start of the beach season. As fireworks like NVIDIA continue its march past $3 trillion toward becoming the largest company in the world by market cap and GameStop
- [Economic & Market Report: Hot Stock Summer](https://greatvalleyadvisors.com/economic-and-market-report-hot-stock-summer/) - The summer season is now officially underway. And despite robust gains already this year, capital markets are primed and ready for a hot stock summer. Hot. U.S. stocks are off to a hot start this year. In what would be considered a strong year by most standards, the S&P 500 is already higher by nearly +12%
- [Economic & Market Report: Why Meme Stocks Matter](https://greatvalleyadvisors.com/economic-and-market-report-why-meme-stocks-matter/) - It seems like a frivolous stock market novelty. Companies like GameStop and AMC Entertainment with their relatively small market caps and even more meager sales in the context of the overall marketplace suddenly found themselves returning to the financial news spotlight. This came thanks to recent pops in their stock prices that were less fundamentally
- [Economic & Market Report: Cool Runnings](https://greatvalleyadvisors.com/economic-and-market-report-cool-runnings/) - It has been a primary downside risk for financial markets for more than a year now. But after repeatedly coming in hotter than expected in many reports so far in 2024, the latest reading on inflation surprised the markets by coming in cooler than expected on Wednesday. Capital markets rejoiced on the news with stocks,
- [Economic & Market Report: Breakout](https://greatvalleyadvisors.com/economic-and-market-report-breakout/) - The U.S. stock market got off to a bumpy start in 2024 Q2. No sooner did the calendar flip to April and the S&P 500 descended into a pullback. Over the course of the first fifteen trading days of the new quarter, the S&P 500 retreated by nearly -6%. Knowing that stock market corrections within
- [Economic & Market Report: S&P's Eleven](https://greatvalleyadvisors.com/economic-and-market-report-s-p-eleven/) - A passing glance at the U.S. market might make an investor think that it’s all about technology stocks all of the time. But the S&P 500 Index is made up of eleven sectors, all with their unique and individual forces driving their returns. While the financial media attention is so heavily focused on a select
- [Economic & Market Report: Bond Market Broadside](https://greatvalleyadvisors.com/economic-and-market-report-bond-market-broadside/) - The bond market sustained its latest broadside from the U.S. hot economic data warship on Thursday. Not only did the advance reading for 2024 Q1 U.S. GDP come in weaker than expected, but inflation readings also came in hotter than expected. This “stagflationary” barrage was enough to propel Treasury yields to their highest levels in
- [Economic & Market Report: How Low Can We Go](https://greatvalleyadvisors.com/economic-and-market-report-how-low-can-we-go/) - The long overdue correction has finally arrived. No sooner did the market peak at 5264 on the last trading day of March than the calendar flipped to the start of the second quarter and the market has been moving sustainably to the downside. Now that the correction is underway, how low can we reasonably expect
- [Economic & Market Report: Warning Signs](https://greatvalleyadvisors.com/economic-and-market-report-warning-signs/) - The latest reading on monthly inflation came in hot once again on Wednesday. Predictably and understandably, both stocks and bonds did not like the news. While concerns about the latest CPI report may be overdone, some broader market signals may be suggesting that the longer trend of easing inflationary pressures may be at increasing risk.
- [Economic & Market Report: Worth Its Weight In Gold](https://greatvalleyadvisors.com/economic-and-market-report-worth-its-weight-in-gold/) - When thinking about diversification, investor minds often focus on the relationship between stocks and bonds. But a variety of other asset classes also exist. One such category is gold. Quarter century winner. Suppose you were presented with the following question: “what between U.S. stocks and gold has been the best performing investment category over the
- [MoneyMattersTV | April 5th, 2024 - feat. Eric Parnell](https://greatvalleyadvisors.com/moneymatterstv-april-5-eric-parnell/) - Great Valley Advisor Group’s Chief Market Strategist, Eric Parnell, CFA, was featured on Money Matters TV, alongside this week’s co-hosts Michael Dever of Brandywine Asset Management and Jeff Watkinson of Watkinson Capital Advisors. Eric was featured on Money Matters TV in December 2023 and January 2024 and was invited back for this segment to discuss
- [Economic & Market Report: Outlook 2024 – 3/4 Pole](https://greatvalleyadvisors.com/economic-market-report-outlook-2024-3-4-pole/) - Hard to believe the first quarter of 2024 is drawing to a close. As we pass the 3/4 pole in our 8 furlong race through the calendar year, it is worthwhile to assess the key market events that are now behind us and what lies ahead in the horse race to the year-end finish line.
- [Economic & Market Report: The Monopolistic Seven](https://greatvalleyadvisors.com/economic-and-market-report-the-monopolistic-seven/) - On Thursday, the U.S. Department of Justice (DOJ) in conjunction with a bipartisan group of state attorneys general announced an antitrust lawsuit against technology giant Apple. The filing claims that Apple engaged in anticompetitive behavior through its control of the iPhone, resulting in harm to businesses and consumers. This suit is the latest in a
- [Economic & Market Report: The Ides of March](https://greatvalleyadvisors.com/economic-and-market-report-the-ides-of-march/) - The middle of March was certainly a bad time of year for Julius Caesar, but what about capital markets? After all, it was almost exactly one year ago when investors were looking directly into the abyss of another potential financial crisis with the sudden unraveling of Silicon Valley Bank, Signature Bank, and global banking giant
- [Economic & Market Report: Looking Beneath The Surface](https://greatvalleyadvisors.com/economic-and-market-report-looking-beneath-the-surface/) - “Look beneath the surface; let not the several quality a thing nor its worth escape thee.” – Marcus Aurelius The gains in the U.S. stock market keep on coming. This includes the headline benchmark S&P 500, which is now up over +7% year to date with seemingly any and all dips (Tuesday this week) almost
- [Economic & Market Report: Shortness of Breadth](https://greatvalleyadvisors.com/economic-and-market-report-shortness-of-breadth/) - The U.S. stock market is flying once again this year. After posting an impressive +24% advance in 2023, a year when many prognosticators thought that the market would descend further into bear territory instead of skyrocketing, the S&P 500 Index is already up nearly +7% in 2024 so far. But a troubling characteristic continues to
- [MoneyMattersTV | Feb. 14, 2024, feat Eric Parnell](https://greatvalleyadvisors.com/moneymatterstv-feb-14-feat-eric-parnell/) - Great Valley Advisor Group’s Chief Market Strategist, Eric Parnell, CFA, was invited to co-host Money Matters TV, alongside Dan White, ChFC, CLU, RICP, President and CEO of Daniel A. White & Associates, LLC. Eric was featured on Money Matters TV in December 2023, and January 2024, and now was invited to sit alongside Dan to
- [2024 GVA Market Outlook](https://greatvalleyadvisors.com/2024-gva-market-outlook/) - In January, our Chief Market Strategist Eric Parnell hosted a call to present the GVA Asset Management Market outlook for 2024. Eric discusses a variety of factors that could affect the market for the upcoming year. Subscribe to the GVA YouTube channel Eric Parnell is solely an investment advisor representative of Great Valley Advisor Group,
- [Eric Parnell Returns to Money Matters TV](https://greatvalleyadvisors.com/eric-parnell-returns-to-money-matters/) - Great Valley Advisor Group’s Chief Market Strategist, Eric Parnell, CFA, was featured on Money Matters TV, alongside this week’s host Dan White, ChFC, CLU, RICP, President and CEO of Daniel A. White & Associates, LLC. Eric was featured on Money Matters TV in December 2023, and was invited back for this segment to discuss the
- [Economic & Market Report: Stress Test](https://greatvalleyadvisors.com/economic-and-market-report-stress-test/) - The U.S. economy continues to exude resilience as we make our way through the early months of the New Year. And capital markets are increasingly reflecting this strength including the headline benchmark S&P 500 Index, which has cleared the 5000 level and is already surging toward 5100. Amid this atmosphere where everything is seemingly awesome,
- [Economic & Market Report: Some Like It Hot](https://greatvalleyadvisors.com/economic-and-market-report-some-like-it-hot/) - The latest jobs report for the month of January came in “hot”. The latest reading on CPI inflation to start the New Year was “hot”. While most of us are all for some unexpected heat during the frigid winter months, these hot readings on the U.S. economy have upset the thesis for many investors banking
- [Economic & Market Report: Déjà Vu?](https://greatvalleyadvisors.com/economic-and-market-report-deja-vu/) - It was nearly a year ago when global capital markets came under sudden and intense pressure. Over the course of hours in March 2023, Silicon Valley Bank evaporated into insolvency. In the subsequent days, New York based Signature Bank and Swiss banking giant Credit Suisse followed into the abyss, and global investors found themselves having
- [Economic & Market Report: Pain Points](https://greatvalleyadvisors.com/economic-and-market-report-pain-points/) - The New Year is off to a rousing start for the U.S. stock market. With the recent stock bear market now definitively behind us and a new all-time high on the S&P 500 now in the books, it is reasonable to consider what are the most likely pain points that could dash the optimism for
- [Economic & Market Report: Setting The Bar](https://greatvalleyadvisors.com/economic-and-market-report-setting-the-bar/) - A New Year is underway for capital markets, and the consensus prognostications are tilted toward a favorable year for both stocks and bonds. Such a rosy outlook is not without risks, of course. As a result, it is worthwhile to consider where we are starting the year with some key indicators that will be important
- [Economic & Market Report: Winners & Contrarians](https://greatvalleyadvisors.com/economic-and-market-report-winners-contrarians/) - A fresh new calendar year is underway for capital markets, so much focus is on what we can reasonably expect in the year ahead. But given that capital market movements flow across the beginnings and ends of our calendar pages, it is worthwhile to consider as investors get back up to speed from the holiday
- [Economic & Market Report: Managing Expectations](https://greatvalleyadvisors.com/economic-and-market-report-managing-expectations/) - It has been a sputtering start for capital markets thus far in 2024. The performance of the headline benchmark S&P 500 has been bumpy at best in moving between marginal gains and losses so far in January. But returns have been less forgiving underneath the surface, with U.S. mid-caps and U.S. small caps lower by
- [Economic & Market Report: Dissecting the Fed Rate Cut Case](https://greatvalleyadvisors.com/economic-and-market-report-dissecting-the-fed-rate-cut-case/) - Investors are all a flutter over the idea that the U.S. Federal Reserve is set to aggressively cut interest rates in 2024. It was a primary narrative behind why both the stock and bond market rallied so strongly in November and December of last year. And the debate about how many rate cuts and when
- [Eric Parnell Featured on Money Matters TV](https://greatvalleyadvisors.com/eric-parnell-money-matters/) - Over the weekend Great Valley Advisor Group’s Chief Market Strategist, Eric Parnell, CFA, was featured on Money Matters TV, alongside host Mike Dever, Founder of Brandywine Asset Management. Money Matters TV is a 30-minute business program, produced and distributed by Comcast and available in over 680,000 homes in the greater Philadelphia region. The purpose of
- [A Few Highlights from 2023](https://greatvalleyadvisors.com/a-few-highlights-from-2023/) - As the year draws to a close and we prepare for our 2024 Economic & Market Outlook in the week ahead (on January 2), we take a break from our regular investment coverage (the Santa Claus Rally is still rocking with the S&P 500 within 38 points of a new all-time high and the 10-Year
- [Economic & Market Report: Giddy Yap, Let’s Go](https://greatvalleyadvisors.com/economic-market-report-giddy-yap-lets-go/) - Christmas came early to capital markets on Wednesday. The U.S. Federal Reserve emerged from its latest Open Market Committee meeting on Wednesday with good tidings for investors, sharing tales that inflation continues to come down and labor markets coming into balance. But the biggest gift under the tree was the Fed’s median projection for three
- [Economic & Market Report: 'Tis the Season](https://greatvalleyadvisors.com/economic-market-report-tis-the-season/) - The age-old stock market adage has rang so true over the past year. The notion of “sell in May and go away” is based on the historical trend of relative underperformance by stocks during the period from May 1 to October 31. Of course, the flip side of this adage is the historical trend of
- [Economic & Market Report: All Things Mid & Small](https://greatvalleyadvisors.com/economic-market-report-all-things-mid-small/) - It has been a November to remember. Following a three-month slide from August to October that saw U.S. stocks decline by more than -10% and the 10-Year U.S. Treasury yield jump by more than a percentage point (ouch and ouch), capital markets roared back to life this month. Overall, the S&P 500 posted its third
- [Economic & Market Report: World Make Way](https://greatvalleyadvisors.com/economic-market-report-world-make-way/) - For more than a decade, the U.S. stock market has been the place to be for global equity investors. But as we continue to emerge from the inflationary induced bear market over the last two years, developed international and emerging markets may be worth a closer look. Long time gone. U.S. stocks have enjoyed a
- [Economic & Market Report: Savoring the Feast](https://greatvalleyadvisors.com/economic-market-report-savoring-the-feast/) - Capital markets have had a remarkable run in recent weeks. After bottoming at the end of October, the S&P 500 Index has soared roughly +10%. The 10-Year U.S. Treasury yield has also plunged by more than a half percentage point since recently peaking at 5.00%, driving a comparable nearly +10% bounce in long-term U.S. Treasuries.
- [Economic & Market Report: The Running of the Bulls](https://greatvalleyadvisors.com/economic-market-the-running-of-the-bulls/) - Just over a week ago, both stock and bond markets were long overdue for a bounce. And bounce they have. Just like a slingshot, the further and deeper capital markets pulled back through late October, the greater the energy released once the upside rally finally arrived. In the wake of this recent capital market burst,
- [Economic & Market Report: Three Market Scares This Halloween](https://greatvalleyadvisors.com/economic-market-report-three-market-scares-this-halloween/) - It’s been a haunted ride for capital markets over the last two years. And just when it looked like the horrors were finally coming to an end this past summer, the last few months have seen the stock and bond market demons rise again. While a new dawn may still lie ahead for capital markets
- [Economic & Market Report: Investment Market Battle Lines](https://greatvalleyadvisors.com/investment-market-battle-lines/) - The volatility across capital markets continues. Following a great summertime stretch, U.S. stocks have been tumbling to the downside since the start of August. As for the bond market, it was just three months ago in mid-July when the 10-Year U.S. Treasury yield rallied its way back to 3.75% before fast tracking its way up
- [Economic & Market Report: Forests Over Trees](https://greatvalleyadvisors.com/forests-over-trees/) - Global financial markets are shrouded in uncertainty, and the risks to the downside remain pronounced. Stocks continue to waver amid a difficult stretch dating back to the end of July. And bond yields continue to spike to levels last seen nearly two decades ago. While it is reasonable that investors may wish to recoil amid
- [Economic & Market Report: The Market Impact of War](https://greatvalleyadvisors.com/market-impact-of-war/) - The world was shaken this past weekend by the sudden and unexpected outbreak of war in Israel. As we continue to watch closely as the geopolitical and humanitarian crisis unfolds, it is also understandable to wonder about the potential impact on capital markets going forward. And history provides a useful guide to our understanding of
- [Economic & Market Report: How Low Can You Go?](https://greatvalleyadvisors.com/how-low-can-you-go/) - The period from mid-August to mid-November is a notorious time of year for capital markets. The pithy investment strategy “Sell in May and go away” is based on the idea of avoiding this stretch of time of year in stocks and picking back up after Halloween. And 2023 has been no exception in this regard.
- [Q4 Outlook: Stocks & Bonds](https://greatvalleyadvisors.com/q4-outlook-stocks-bonds/) - It has been an interesting and eventful year so far. Heading into 2023, it was widely expected that the U.S. was headed toward recession and that the equity markets would face continued volatility amid the uncertain economic outlook. But in the nine months since, we’ve seen a resilient U.S. economy that continues to grow at
- [Economic & Market Report: Seeing Red](https://greatvalleyadvisors.com/seeing-red/) - It’s back. After spending much of the year watching pricing pressures abate, investor concerns are rising about a renewed rise in inflation. It’s easy to see why – U.S. economic growth has been much more resilient than expected, the labor market remains tight, wage pressures are rising, and oil prices are spiking to the upside.
- [Economic & Market Report: Leaves Turning Brown](https://greatvalleyadvisors.com/leaves-turning-brown/) - The U.S. stock market continues to hold its ground as summer gradually turns to fall across capital markets. While the headline benchmark S&P 500 Index has been middling at best since the end of July, its overall performance over the past year has been impressive and if anything stocks are continuing to hold their ground
- [Elevate your Practice and Client Experience with GVA](https://greatvalleyadvisors.com/elevate-your-practice-and-client-experience-with-gva/) - Great Valley Advisor Group (GVA) was founded in January of 2014, built from the ground up with a vision and purpose. Co-founders James Spinelli and Ryan Todd acquired an RIA, and after doing so quickly realized that there was no one out there providing independent advisors with high-level service and support. James and Ryan
- [Economic & Market Report: Inflation, The Sequel](https://greatvalleyadvisors.com/inflation-the-sequel/) - It was a blockbuster forty years in the making. Following its first breakout hit since the late 1970s, the burst of inflation that has defined the early 2020s has increasingly been coming down the other side of the mountain. Stocks have found comfort throughout this year as the pricing craze has increasingly faded into to
- [Economic & Market Report: Why Bonds? Why Now?](https://greatvalleyadvisors.com/why-bonds-why-now/) - The U.S. stock market has had a banner year so far. The S&P 500 is higher by double-digits year-to-date, and what was shaping up to be a lousy August has been surging back toward breakeven as the month draws to a close. But while stocks continue to mend following a particularly difficult 2022, the bond
- [Economic & Market Report: Red Alert](https://greatvalleyadvisors.com/red-alert/) - The U.S. stock market has hit a rough patch in recent weeks. Just as notable has been the sharp rise in U.S. Treasury yields over the past month. While it is understandable for U.S. investors to look inward in seeking explanations for why both stocks and bonds are performing poorly as of late despite a
- [Economic & Market Report: The Dog Days of Summer](https://greatvalleyadvisors.com/economic-market-report-dog-days-of-summer/) - The dog days of summer have descended on capital markets in recent weeks. Following a blistering rally that began with the government resolution to the banking crises in March and accelerated as we moved into the summer months, U.S. stocks have been fading to the downside since the start of August. What can we take
- [Accelerate Growth & Efficiency with GVA](https://greatvalleyadvisors.com/accelerate-growth-efficiency-with-gva/) - Great Valley Advisor Group’s unique structure helps advisors build their business by creating an efficient office structure and providing access to an incredible network of advisors, and resources, to support growth. “Over the years, what was happening with our firm was that we were growing quickly from a revenue perspective, but our expenses were rising
- [What Is Basecamp?](https://greatvalleyadvisors.com/what-is-basecamp/) - A basecamp is defined as a place providing supplies, shelter, communications, and an opportunity to prepare for the journey ahead. Great Valley Advisor Group Basecamp meetings are monthly expeditions designed to update GVA Advisors on the latest developments in the GVA network, highlight guest speakers, share new experiences and best practices, and discuss opportunities for
- [AI and Machine Learning Opportunities in Finance](https://greatvalleyadvisors.com/ai-and-machine-learning-opportunities-in-finance/) - Artificial Intelligence (AI) has had a drastic effect on our entire society and will continue to impact our lives in ways we can’t predict; and the finance and investing world is no different. With the ability to analyze vast amounts of data in near real time, AI has enabled investors to make more informed decisions
- [Are You a Financial Advisor That’s Considering Going Independent?](https://greatvalleyadvisors.com/are-you-a-financial-advisor-thats-considering-going-independent/) - At some point, most successful financial advisors will consider going independent—either setting up their own RIA or affiliating with an already established RIA. According to InvestmentNews Research, more advisors than ever are breaking away from the Wall Street wirehouses in search of independence and autonomy. This transition can be a powerful step in an advisor’s
- [Economic & Market Report: Cool Inflation Summer](https://greatvalleyadvisors.com/economic-market-report-cool-inflation-summer/) - The primary risk for financial markets in the second half of the year in this Chief Market Strategist’s view is a renewed rise in inflation. Over the past year, capital markets have been cheered by the notion that the surge in inflation that began in 2021 and peaked in mid-2022 is increasingly fading into the
- [Economic & Market Report: Strange Market Bedfellows Worth Monitoring](https://greatvalleyadvisors.com/economic-market-report-strange-market-bedfellows-worth-monitoring/) - When monitoring capital markets, strange and unexpected relationships can exist between two market segments. Correlation without causation? Perhaps, but these bedfellows often come together for understandable reasons when considered more thoughtfully. Three particular relationships stand out today as worth monitoring for risk and opportunity as we continue through the second half of the year and
- [Economic & Market Report: Putting Junk to Good Use](https://greatvalleyadvisors.com/economic-market-report-putting-junk-to-good-use/) - The debate remains ongoing across the economic landscape and financial markets. Will the economy fall into recession between now and the end of the year? And will any looming economic slowdown push the U.S. stock market back into bear market territory? While a number of indicators are flashing conflicting signals, one historically reliable reading within
- [Economic & Market Report: A Closer Look at Corporate Earnings Season](https://greatvalleyadvisors.com/economic-market-report-closer-look-at-corporat-earnings-season/) - Corporate earnings season is underway once again. With the second quarter of 2023 having just drawn to a close at the end of June, publicly traded companies will soon be coming forward to not only reflect on their recent operating results, but perhaps more importantly to update their projections on performance through the remainder of
- [Economic & Market Report: Outlook from Jackson Hole](https://greatvalleyadvisors.com/economic-market-report-outlook-from-jackson-hole/) - On Wednesday, I had the opportunity to attend the GIC Teton Economic Outlook conference in Wyoming. The event brought together some of the best and most thoughtful economic and financial minds in the industry today for an interactive discussion about the broader macroeconomic and investment outlook as well as more focused discussions on labor markets and cryptocurrencies.
- [Economic & Market Report: The Four Horses for Portfolio Gains](https://greatvalleyadvisors.com/economic-market-report-the-four-horses-for-portfolio-gains/) - The outlook is strong for asset allocation portfolios heading into the second half of 2023. From a broad diversification perspective, markets are providing good reasons for optimism across the key asset class spectrum. Of course, the outlook is not without risks that must also be considered. Stocks. The trend for stocks as measured by the S&P
- [Economic & Market Report: Implications of the Recession Outlook](https://greatvalleyadvisors.com/economic-market-report-implications-of-the-recession-outlook/) - It has arguably been the most anticipated and predicted economic recession in U.S. history. It has many of the classic trappings leading up to the event including aggressively tightening central bank, inverted yield curve, contracting manufacturing activity, declining leading economic index, and tightening bank lending standards just to name a few. The only twist is
- [Economic & Market Report: Bonds Are Back](https://greatvalleyadvisors.com/economic-market-report-bonds-are-back/) - Summary The bond market is regaining its footing as inflationary pressures continue to wane, with investors showing confidence in improving conditions for the asset class. Favoring U.S. Treasuries over investment-grade corporate bonds and mortgage-backed securities is recommended for the second half of 2023 due to the current market environment. The yield premium for owning corporates
- [Economic & Market Report: Blue Skies for Now](https://greatvalleyadvisors.com/economic-market-report-blue-skies-for-now/) - Investors are being provided with some meaningful signals for optimism as the sun brightens and the weather warms with the summer about to begin. This does not mean, however, that we should be ready for blue skies from now on, as the blue days that made markets challenging at times over the last eighteen months
- [Economic & Market Report: Hold In May and Stay To Trade](https://greatvalleyadvisors.com/economic-market-report-hold-in-may-and-stay-to-trade/) - “Sell in May and go away” is an age-old stock market adage. It’s based on the principle that stocks historically have performed better during the period from November to April versus the stretch from May to October. Does this maxim still hold up today? Meaningful historical outperformance. The notion of “sell in May and go away”
- [Economic & Market Report: Surface Pressure](https://greatvalleyadvisors.com/economic-market-report-surface-pressure/) - Summary The S&P 500 hit a new high for the year, but several signs of downside pressure continue to accumulate under the surface. U.S. mid-caps and small-caps are lagging, and the stock market rally has an increasingly narrowing breadth. The potential exists for this pressure to pull stocks back to the downside, but it also
- [GVA's Technology Stack: Customized Tools to Drive Growth](https://greatvalleyadvisors.com/gvas-technology-stack-customized-tools-to-drive-growth/) - At Great Valley Advisor Group, our focus on technology is intentional. It is in our mission statement, and at the forefront of everything we do. Our goal is for our advisor partners to up-level their practices by providing them with the tools and resources they need to better engage their clients and streamline their business.
- [GVA Bulletin - Credit Suisse](https://greatvalleyadvisors.com/gva-bulletin-credit-suisse/) - So what has happened on the SVB Financial front since markets reopened on Monday morning? We already had Long-Term Capital Management and Lehman Brothers among others, and now we have SVB Financial. Awesome. Thing looked precarious at first when the markets first reopened on Monday. It was mentioned that three stocks should be watched most closely
- [GVA Bulletin - SVB Financial](https://greatvalleyadvisors.com/gva-bulletin-svb-financial/) - What happened at SVB? During the trading day on Friday, banking regulators closed SVB Financial and appointed the FDIC as receiver. The parent company of Silicon Valley Bank, SVB was the 16th largest bank in the U.S. and was the key financial institution for venture capital tech companies. Is this the beginning of a repeat
- [Economic & Market Report: Don’t Sweat the Technique](https://greatvalleyadvisors.com/gva-economic-market-report-dont-sweat-the-technique/) - Let’s trace the hints and check the file. You’ve got to hand it to the U.S. stock market. The U.S. Federal Reserve keeps throwing monetary policy haymakers, and the S&P 500 takes the hits in stride. The cooling of inflationary pressures has ground to a halt, and in some respects pricing pressures are reaccelerating, yet
- [New Call Series: GVA Market Update & Strategy Session](https://greatvalleyadvisors.com/new-call-series-gva-market-update-strategy-session/) - The GVA Asset Management Team has recently launched a new bi-weekly call series, GVA Market Update & Strategy Session, led by Eric Parnell, CFA, GVA’s Chief Market Strategist, and Marc Poulos, GVA’s Senior Portfolio Trader. The 30-minute calls provide GVA Advisors economic and market updates, with an interactive strategy session in the last 10 minutes.
- [Economic & Market Report: Who’s Next](https://greatvalleyadvisors.com/gva-economic-market-report-whos-next/) - Meet the new bank crisis. NOT the same as the old bank crisis. This is not the Great Financial Crisis II. It’s not the collapse of Long-Term Capital Management in 1998. It’s not the Great Depression either. A lot of what is taking place today has some rhymes with various past episodes, but we are charting
- [2023 Q2 Outlook](https://greatvalleyadvisors.com/2023-q2-outlook/) - It has been an eventful start to 2023 for the economy and capital markets. Many investors came into the year anticipating that the onset of a mild mid-year recession would finish the job of bringing inflation back down, providing the U.S. Federal Reserve with the flexibility to get back to the lower interest rates that
- [Economic & Market Report: The Return of Diversification](https://greatvalleyadvisors.com/gva-economic-market-report-return-of-diversification/) - Summary It has been a recently tough stretch for traditional asset allocation strategies. Both stocks and bonds plunged sharply to the downside since late 2021. The economic and market environment is increasingly returning toward conditions that support bonds once again providing a diversification benefit relative to stocks. It has been a recently tough stretch for
- [A Tribute to Alan Peters](https://greatvalleyadvisors.com/a-tribute-to-alan-peters/) - It is with heavy hearts that we share the passing of one of GVA’s closest family members, Alan E. Peters, 77, of Wilmington, Delaware, on March 22, 2023. He was surrounded by his loving family including his wife of 52 years, Claudia, and daughter Meghan Geary who is also part of the GVA family working
- [Economic & Market Report: Flashing Lights](https://greatvalleyadvisors.com/gva-economic-market-report-flashing-lights/) - The stock market has been remarkably resilient so far in 2023 despite a steady stream of challenging news. Whether it has been persistently high inflation readings, a Federal Reserve continuing to raise interest rates longer and farther than expected, a set of sudden bank failures, or the lingering threat of arguably the most anticipated economic
- [Economic & Market Report: The Path Forward for Cryptocurrencies](https://greatvalleyadvisors.com/gva-economic-market-report-the-path-forward-for-crypto/) - Summary Learning about cryptocurrency from the experts in the field. Three key takeaways about cryptocurrencies. Winners and when. I recently had the opportunity to attend a two-day conference in Sarasota, Florida hosted by the Global Interdependence Center. The topic was Cryptocurrency and the Future of Global Finance. Given that it included some of the leading research
- [Economic & Market Report: When The Levee Breaks](https://greatvalleyadvisors.com/gva-economic-market-report-when-the-levee-breaks/) - Summary The U.S. banking system is caught in a major storm and the flood waters continue to rise. How much is the banking system at risk going forward? What are the implications for the broader economic and financial markets? If it keeps on rainin’. It was nearly a century ago when the Great Mississippi Flood resulted
- [Economic & Market Report: No Clear and Present Danger](https://greatvalleyadvisors.com/economic-market-report-no-clear-and-present-danger/) - Investors have no shortage of things to worry about in the current environment. The threat of a looming economic recession, banking crises, and the ongoing debt ceiling debate are just a few of the current threats. As a result, investors are understandably nervous about getting blindsided by a sudden and sharp downside move in the
- [Economic & Market Report: The Path of Least Resistance](https://greatvalleyadvisors.com/economic-market-report-the-path-of-least-resistance/) - As good as it gets? The U.S. stock market has been in rally mode dating back to last October. This includes an impressive bounce since mid-March in the wake of the collapse of a handful of major U.S. banking institutions. The stock market resilience has indeed been impressive. But despite these various positives, the path
- [Economic & Market Report: Reality Check](https://greatvalleyadvisors.com/economic-market-report-reality-check/) - Summary Fundamental check: Stocks are still expensive as corporate earnings continue their descent. Technical check: Stocks are testing key support levels. Fed check: Not fighting the Fed cuts both ways. We’ve traveled a long way through today’s bear market but more work lies ahead before the journey is complete. After a blazing start to 2023,
- [Economic & Market Report: Good As Gold](https://greatvalleyadvisors.com/economic-market-report-good-as-gold/) - Summary Gold has a history of adding meaningful diversification in a broad portfolio asset allocation strategy. Gold is historically uncorrelated with other major asset classes such as stocks and bonds. Gold has been in a sustained uptrend dating back to the mid-2010s. The gold-to-S&P 500 ratio continues to trade near its lows over the past
- [Economic & Market Report: Falling Slowly](https://greatvalleyadvisors.com/economic-market-report-falling-slowly/) - Summary The rate of inflation continues to decline, but it is likely falling too slowly to encourage the Fed to shift their monetary policy stance from tightening to easing any time soon. Stocks have been remarkably resilient in the face of this increasing reality. Segments outside of the stock market are signaling mounting near-term pressures
- [Economic & Market Report: Don’t Go Away](https://greatvalleyadvisors.com/dont-go-away/) - Summary The Fed is likely to raise rates higher and keep them higher for longer than the market currently expects. Persistent Fed hawkishness is positive for investors in the long-term, as it helps ensure that inflationary pressures are fully extinguished. Why investors are best served to remain fully allocated to equities despite ongoing inflationary pressures
- [Economic & Market Report: Time to Study Abroad](https://greatvalleyadvisors.com/time-to-study-abroad/) - Summary Developed international and emerging market stocks have been surging relative to the U.S. in recent months. Are non-U.S. stocks finally ready to take the sustained lead over their U.S. counterparts? A closer look reveals that non-U.S. stock performance may not be as impressive as it seems at first glance. Non-U.S. stocks have been on
- [Economic & Market Report: Investing’s Rich Pageant](https://greatvalleyadvisors.com/investings-rich-pageant/) - Summary The bear market continues, but such challenges are all part of investing’s rich pageant. The looming debt ceiling battle is a likely non-event for capital markets. A new secular phase may be underway. How long will the current cycle last? Remain true to your long-term investment philosophy. Maria: “You should get out of these clothes
- [Economic & Market Report: The Other Side Of The Mountain](https://greatvalleyadvisors.com/the-other-side-of-the-mountain/) - Summary Inflation is increasingly coming down the other side of the mountain. The benefit to stocks will likely take some time. The sustained rebound in bonds may already be underway. We have begun the descent down the other side of the mountain. The long dormant inflationary pressures that erupted nearly two years ago are increasingly
- [2023 Outlook: The Tempest](https://greatvalleyadvisors.com/2023-outlook-the-tempest/) - What begins as tragedy . . . Whereof what’s past is prologue; What to come, In yours and my discharge Antonio, The Tempest, William Shakespeare, c. 1610-11 We are currently in the midst of a storm across financial markets. Global stocks remain mired in a bear market, and bonds failed to ballast investor portfolios by falling
- [Disrupting the Routine: Change is the Best Way to Grow Your Business](https://greatvalleyadvisors.com/disrupting-the-routine-change-is-the-best-way-to-grow-your-business/) - Driving change or creating disruption in your firm can be challenging, but we would argue it is one of the best ways to spur significant growth. Disruption forces you out of your comfort zone and requires you to do things differently, which can open doors to new opportunities. Change for many RIA firms often comes
- [Strength in Members](https://greatvalleyadvisors.com/strength-in-members-how-a-well-curated-advisor-network-drives-growth-and-empowers-advisors-in-todays-environment/) - How a Well-Curated Advisor Network Drives Growth and Empowers Advisors in Today’s Environment Advisors’ worlds have been completely revolutionized within the past two years, as they’ve navigated shifting terrain in the regulatory landscape, managed a transition to remote work and subsequent return to the office, and faced mounting pressure from clients concerned about the ongoing
- [RIA M&A Activity Continues to Reach Record Levels: What Sell-Side RIAs Are Seeking](https://greatvalleyadvisors.com/ria-ma-activity-continues-to-reach-record-levels-what-sell-side-rias-are-seeking/) - Mergers and acquisition activity in the RIA industry continues to grab headlines and make history. Despite early setbacks from the coronavirus pandemic, 2020 dealmaking activity bounced back, and Echelon Partners recorded a record-high 205 deals closed last year. The pace has not slowed in early 2021, with Q1 activity achieving a 65% increase over the
- [Don’t Be Afraid of the Stack – GVA’s Simple Steps to Growth Through Technology](https://greatvalleyadvisors.com/dont-be-afraid-of-the-stack-gvas-simple-steps-to-growth-through-technology/) - Technology continues to dominate the conversation around advisor growth strategies, and the ability to leverage it as a growth tool remains an important focus for the future. Technology is my passion, and I have always been keenly focused on its role in helping businesses grow and adapt, as well as its ability to revolutionize how
- [M&A Leaders by Design: How GVA Has Proactively Built an Attractive Partnership Brand](https://greatvalleyadvisors.com/ma-leaders-by-design-how-gva-has-proactively-built-an-attractive-partnership-brand/) - RIA dealmaking activity continues to break records. While the pace of transactions slowed in early 2020 as the pandemic took hold, acquirers produced strong numbers in the latter half of the year. According to research from ECHELON Partners, 2020 dealmaking activities outpaced those of the prior year and fourth quarter 2020 activity was up 25%
- [Key Trends Shaping the 401(k) Landscape in 2021](https://greatvalleyadvisors.com/key-trends-shaping-the-401k-landscape-in-2021/) - 2020 was a record-breaking year for the markets. Following March lows as the pandemic emerged, the major indexes produced historic returns for investors by year-end. The market rally helped support 401(k) account balances too, with the Employee Benefit Research Institute reporting that the average balance for older workers was up 15.5% at year-end. 401(k)s continue
- [Is M&A Your Best Path to Growth in 2021? What Aspiring Acquirers Should Know](https://greatvalleyadvisors.com/is-ma-your-best-path-to-growth-in-2021-what-aspiring-acquirers-should-know/) - Dealmaking momentum in the RIA space continues to build, and Echelon data reports it reached record levels in the third quarter of 2020 despite earlier pullbacks from the pandemic. Evolving client demands and quickly shifting technology and resource needs, coupled with outsized valuations and a lack of proper succession planning by independent advisors, have all
- [Crafting Your Legacy: 4 Succession Planning Considerations for Advisors](https://greatvalleyadvisors.com/crafting-your-legacy-4-succession-planning-considerations-for-advisors/) - There is no doubt that 2020 has been a challenging year, as advisors shifted to mostly digital practices and navigated market volatility alongside their clients. Year-end will represent a welcome relief for many advisors who were forced to reevaluate their approaches over the last several months. But as the new year beckons, succession planning is
- [Advice for RIAs to Manage Cybersecurity Risk in Today’s Environment: An Exclusive Q&A with Align Cybersecurity’s John Araneo](https://greatvalleyadvisors.com/advice-for-rias-to-manage-cybersecurity-risk-in-todays-environment-an-exclusive-qa-with-align-cybersecuritys-john-araneo-2/) - Cybersecurity continues to be an important focus for RIAs, particularly as more firms embrace the virtual and largely decentralized workplace, and both the SEC and the ODD community tighten the prevailing standards and expectations regarding properly safeguarding client data. Our team remains dedicated to providing the tools and resources you need to succeed, and we
- [Cybersecurity Best Practices for RIAs: Your Action Plan to Protecting Your Clients and Your Practice](https://greatvalleyadvisors.com/cybersecurity-best-practices-for-rias-your-action-plan-to-protecting-your-clients-and-your-practice/) - In the last several years, investors have increasingly turned to virtual environments to engage with their professional partners, checking account balances, initiating trades and carrying out complex financial transactions all online. As the pandemic took hold, the trends shifted significantly toward an all-digital world, and it appears the RIA industry is embracing the new normal
- [Turning Uncertainty into Opportunity: How Post-Pandemic Trends Will Prompt Advisors to Consider Going Independent](https://greatvalleyadvisors.com/turning-uncertainty-into-opportunity-how-post-pandemic-trends-will-prompt-advisors-to-consider-going-independent/) - This year is presenting unprecedented challenges for financial advisors, with the pandemic impacting businesses of all sizes, the election and market volatility spooking investors, and Schwab's acquisition of TD Ameritrade forcing change in the brokerage model. We are engaged with financial advisors every day, both in and outside of our GVA network, who are closely
- [Practice Management Comes Into Focus as RIAs Return to the Office: How AdvisorBOB Can Increase Transparency and Drive Operational Efficiency for Advisors](https://greatvalleyadvisors.com/practice-management-comes-into-focus-as-rias-return-to-the-office-how-advisorbob-can-increase-transparency-and-drive-operational-efficiency-for-advisors/) - The COVID-19 pandemic prompted a wave of change for the financial services sector, namely accelerating the industry’s ongoing shift to digital. Firms are showing they’re willing to invest in technology that improves practice management efficiency and overall workflow. Nearly three-quarters of advisors surveyed by leading financial industry publisher Arizent said their firms were investing in
- [Designing the Post-COVID-19 Workplace: Essential Considerations for RIAs Ready to Return to the Office](https://greatvalleyadvisors.com/designing-the-post-covid-19-workplace-essential-considerations-for-rias-ready-to-return-to-the-office/) - The coronavirus pandemic prompted a sudden and widespread shift to a remote workforce, and groups that traditionally conducted all business in person had to quickly adjust to a new virtual environment. Financial advisors rose to the occasion and maintained normal business practices amid the changes. As the pandemic took hold in the spring, Arizent, the

## Pages

- [Home](https://greatvalleyadvisors.com/) - Great Valley Advisor Group is a technology-driven, full-service RIA engineered to provide tailored solutions to independent advisors and advisory firms.
- [Media](https://greatvalleyadvisors.com/about/media/) - Independence should have a voice. Explore how Great Valley Advisor Group — and the advisors on our platform — show up in the industry conversation, from the trade press to national media.
- [Network of Advisors](https://greatvalleyadvisors.com/about/network-of-advisors/) - Explore our robust network of 190+ advisors, across 20 states, 10B+ AUM.
- [Our Team](https://greatvalleyadvisors.com/about/our-team/) - We empower advisors with the resources, technology, and strategic support they need to focus on what matters most—serving their clients and growing their practice.
- [About](https://greatvalleyadvisors.com/about/) - Great Valley Advisor Group’s mission is to empower independent financial advisors to grow and scale their businesses. Through an open infrastructure built on leading technology, integrated operational support, comprehensive compliance, and strategic guidance, GVA helps advisors build lasting enterprise value while delivering an elevated client experience.
- [Choose Your Path](https://greatvalleyadvisors.com/prospective-advisors/choose-your-path/)
- [What We Do](https://greatvalleyadvisors.com/whatwedo/)
- [Onboarding & Transitions](https://greatvalleyadvisors.com/solutions/onboarding-transitions/)
- [Marketing & Branding](https://greatvalleyadvisors.com/solutions/marketing-branding/)
- [Technology](https://greatvalleyadvisors.com/solutions/technology/) - Build your practice for scale with GVA Technology – built by independent advisors, for independent advisors.
- [Solutions](https://greatvalleyadvisors.com/solutions/)
- [Contact Us](https://greatvalleyadvisors.com/about/contact-us/) - Whether you’re an advisor exploring your next move, a potential partner looking to collaborate, or simply want to learn more about Great Valley Advisor Group and our platform — our team is here to help.
- [Career Opportunities](https://greatvalleyadvisors.com/about/career-opportunities/) - The team at GVA has been growing since 2014 and we are always looking for top talent. Internally we are dedicated to helping our employees thrive as we work together to help our advisors reach their goals.
- [2B Questionnaire](https://greatvalleyadvisors.com/2bquestionnaire/)
- [Advisor Referrals](https://greatvalleyadvisors.com/referrals/) - Do you know an advisor that would be a good fit to join GVA? For every advisor you refer that joins our team you will earn a payout through GVA’s Enhanced Referral Program.
- [Ways We Give](https://greatvalleyadvisors.com/about/ways-we-give/) - Our commitment to service extends into our communities. The GVA team is proud to support organizations and nonprofit companies of all sizes across the nation.
- [Asset Management](https://greatvalleyadvisors.com/solutions/asset-management/)
- [Affiliation Options](https://greatvalleyadvisors.com/prospective-advisors/affiliation-options/)
- [Prospective Advisors](https://greatvalleyadvisors.com/prospective-advisors/) - At Great Valley Advisors, we don’t believe in one-size-fits-all. Whether you’re seeking full independence or partial support, our tech-first platform adapts to your vision.
- [Mergers & Acquisitions](https://greatvalleyadvisors.com/solutions/mergers-acquisitions/)
- [Commissions & Payouts](https://greatvalleyadvisors.com/prospective-advisors/commissions-payouts/)
- [Insurance Brokers](https://greatvalleyadvisors.com/solutions/insurance-brokers/)
- [GVA Retirement Partners](https://greatvalleyadvisors.com/solutions/gva-retirement-partners/)
- [Compliance](https://greatvalleyadvisors.com/solutions/compliance/)
- [Succession Planning](https://greatvalleyadvisors.com/prospective-advisors/succession-planning/)
- [DBA Marketing Launch Strategy Guide](https://greatvalleyadvisors.com/dba-marketing-launch-guide/)
- [Job Openings](https://greatvalleyadvisors.com/about/career-opportunities/job-openings/)
- [Thank You](https://greatvalleyadvisors.com/thank-you/)

## Events

- [GVA Office Closed](https://greatvalleyadvisors.com/event/gva-office-closed/)
- [MLK Day - GVA Office Closed](https://greatvalleyadvisors.com/event/mlk-day-gva-office-closed/) - MLK Day - GVA Office Closed
- [November Basecamp](https://greatvalleyadvisors.com/event/november-basecamp/) - Please join CEO James Spinelli for this month’s Basecamp call, A Year in Review & 2026 Look Ahead, as we reflect on the past year and prepare for 2026. We look forward to bringing our community together as we close out 2025 and set the stage for a strong, intentional start to 2026. James will
- [GVA Tech Forum](https://greatvalleyadvisors.com/event/gva-tech-forum/) - GVA is thrilled to announce a new monthly call for our advisors. Beginning September 4th at 11am, we will be hosting a GVA Tech Forum call on the first Thursday of every month. GVA and Razor Technology representatives will join to highlight some key aspects of the GVA Tech Stack, and review methods to use
- [Annual Advisor Conference](https://greatvalleyadvisors.com/event/annual-advisor-conference/)
- [GVA ALPINE - October](https://greatvalleyadvisors.com/event/gva-alpine-october/) - Please join us for our October ALPINE call featuring Torie Happe, Head of Partnerships, Holistiplan. GVA is thrilled to partner with Holistiplan, financial planning software designed to help advisors automate tax planning by quickly analyzing clients’ tax returns. This call will demonstrate how Holistiplan generates detailed, white-labeled tax reports and identifies personalized planning opportunities in
- [GVA Operations Town Hall - Senior Investor Training](https://greatvalleyadvisors.com/event/gva-operations-town-hall-senior-investor-training/) - Please join us for this month’s Operations Town Hall featuring Amanda Ordemann, AVP, Senior Investors at LPL. With the increase in an aging population, we have seen an increase in seniors being taken advantage of and potential capacity concerns. LPL’s Senior Investor Protection group is there to guide you through these potential concerns with your
- [GVA Quarterly Compliance Meeting](https://greatvalleyadvisors.com/event/gva-quarterly-compliance-meeting-july-8/) - Please join the GVA Compliance team today at 11 am ET for the July Quarterly Compliance Meeting. The GVA Quarterly Compliance Meeting is held on the second Tuesday of every 3 months. As a reminder, you are required to attend at least one live GVA Quarterly Compliance Meeting per year. The other meetings can be attended live, or recording
- [Market Update & Strategy Session](https://greatvalleyadvisors.com/event/market-update-strategy-session-2/) - Please join us for the GVA Market Update & Strategy Session, led by Eric Parnell, CFA, GVA’s Chief Market Strategist and held on the first and third Tuesday of every month at 1 pm ET.This 30-minute call will provide economic and market updates along with Q&A.Contact: GVA Asset Management
- [GVA Quarterly Compliance Meeting](https://greatvalleyadvisors.com/event/gva-quarterly-compliance-meeting/) - The GVA Quarterly Compliance Meeting will be held on the second Tuesday every 3 months. As a reminder, you are required to attend at least one live GVA Quarterly Compliance Meeting per year. The other three meetings can be attended live, or recording links can be accessed from our Compliance page on the GVA Intranet after each meeting. Our annual compliance questionnaire requires
- [LPL Focus](https://greatvalleyadvisors.com/event/lpl-focus-2/) - LPL Financial’s annual flagship conference delivers dynamic days of learning, networking, and thriving for financial professionals in practices and institutions of all types and sizes. Renowned throughout the financial industry, Focus is a prime opportunity to learn from experts, influencers, and peers, gain new insights, expand networks, and be energized by acclaimed keynote speakers and
- [June Basecamp](https://greatvalleyadvisors.com/event/june-basecamp/) - In observation of Juneteenth, our monthly Basecamp call has been rescheduled to Thursday, June 26th @ 11am. Our guest speaker on this month’s call will be Lance Humphrey, CFA, Head of portfolio management with the VictoryShares and Solutions team. In this educational session, we’ll explore how exchange-traded funds (ETFs) have reshaped modern investing—from their foundational
- [GVA Transitioning Advisor/Support Staff Weekly Call](https://greatvalleyadvisors.com/event/transitioning-advisor-weekly-call/) - The purpose of this call is to provide new advisors with an open forum to ask any questions they may have during the transition process regarding various aspects of their practice. Whether it’s related to paperwork, navigating LPL systems, networking strategies, or understanding GVA policies—such as operations, compliance, or marketing—we are here to offer high-level
- [GVA Asset Management - Monthly Call](https://greatvalleyadvisors.com/event/gva-asset-management-monthly-call/) - Please join us for our monthly call series for the advisors that utilize GVA Asset Management, led by Eric Parnell, CFA, GVA’s Chief Market Strategist and the GVA Asset Management team. The 30 minute call will provide market condition updates, GVA Asset Management program updates, discussions, and Q&A opportunities. If the invitation is not on
- [GVA Basecamp](https://greatvalleyadvisors.com/event/gva-basecamp/) - GVA Basecamp meetings are a monthly expedition updating you on what’s happening around GVA, guest spotlights, and partner highlights and how they support you and your business. We will spend the first half informally chatting with our guests and then open the floor to a shared learning environment segment where we encourage you to share your best practices, engage
- [Market Update & Strategy Session](https://greatvalleyadvisors.com/event/market-update-strategy-session/) - Please join us for the GVA Market Update & Strategy Session, led by Eric Parnell, CFA, GVA’s Chief Market Strategist and held on the first and third Tuesday of every month at 1 pm ET.This 30-minute call will provide economic and market updates along with Q&A.Contact: GVA Asset Management

## Real Estate

- [North Point Advisor Group](https://greatvalleyadvisors.com/about/network-of-advisors/npagllc/)
- [DSB Rock Island Wealth Management, LLC](https://greatvalleyadvisors.com/about/network-of-advisors/dsb-rock-island-wealth-management-llc/)
- [Endeavr](https://greatvalleyadvisors.com/about/network-of-advisors/endeavr/)
- [Innovative Planning Group](https://greatvalleyadvisors.com/about/network-of-advisors/innovative-planning-group/) - https://innovativeplanning.com/
- [Wealth Ridge Planning](https://greatvalleyadvisors.com/about/network-of-advisors/wealth-ridge-planning/)
- [Nexa Financial Group](https://greatvalleyadvisors.com/about/network-of-advisors/nexa-financial-group/) - https://innovativeplanning.com/
- [Boca Raton Office](https://greatvalleyadvisors.com/about/network-of-advisors/gva-boca/)
- [Weddington Advisors](https://greatvalleyadvisors.com/about/network-of-advisors/weddington-advisors/)
- [Willow River Wealth Management](https://greatvalleyadvisors.com/about/network-of-advisors/willow-river-wealth-management/)
- [LPL Woodbury](https://greatvalleyadvisors.com/about/network-of-advisors/lpl-woodbury/)
- [Formation Financial](https://greatvalleyadvisors.com/about/network-of-advisors/formation-financial/)
- [Balanced Investment Strategies, Inc.](https://greatvalleyadvisors.com/about/network-of-advisors/balanced-investment-strategies-inc/)
- [Waite Wealth Management](https://greatvalleyadvisors.com/about/network-of-advisors/waite-wealth-management/)
- [US Wealth Management](https://greatvalleyadvisors.com/about/network-of-advisors/us-wealth-management/)
- [The RidgeView Group](https://greatvalleyadvisors.com/about/network-of-advisors/the-ridgeview-group/)
- [The Ready Group - Middletown](https://greatvalleyadvisors.com/about/network-of-advisors/the-ready-group-middletown/)
- [The Capital Legacy LLC](https://greatvalleyadvisors.com/about/network-of-advisors/the-capital-legacy-llc/)
- [Swan Wealth Management Group, Inc.](https://greatvalleyadvisors.com/about/network-of-advisors/swan-wealth-management-group-inc/)
- [Stonebridge Wealth Management](https://greatvalleyadvisors.com/about/network-of-advisors/stonebridge-wealth-management/)
- [Smiler Financial](https://greatvalleyadvisors.com/about/network-of-advisors/smiler-financial/)
- [Simplified Financial, LLC](https://greatvalleyadvisors.com/about/network-of-advisors/simplified-financial-llc/)
- [Sapphire Wealth Advisory, Inc.](https://greatvalleyadvisors.com/about/network-of-advisors/sapphire-wealth-advisory-inc/)
- [Sal Stanzione & Team](https://greatvalleyadvisors.com/about/network-of-advisors/sal-stanzione-team/)
- [Rope Financial](https://greatvalleyadvisors.com/about/network-of-advisors/rope-financial/)
- [P.M.A. Wealth Management](https://greatvalleyadvisors.com/about/network-of-advisors/p-m-a-wealth-management/)
- [Opulence Wealth Management](https://greatvalleyadvisors.com/about/network-of-advisors/opulence-wealth-management/)
- [Optimal Wealth Services](https://greatvalleyadvisors.com/about/network-of-advisors/optimal-wealth-services/)
- [OC Wealth Management, Inc.](https://greatvalleyadvisors.com/about/network-of-advisors/oc-wealth-management-inc/)
- [Millstone Wealth Management](https://greatvalleyadvisors.com/about/network-of-advisors/millstone-wealth-management/)
- [Knight Wealth Management, Inc.](https://greatvalleyadvisors.com/about/network-of-advisors/knight-wealth-management-inc/)
- [Kave Family Financial](https://greatvalleyadvisors.com/about/network-of-advisors/kave-family-financial/)
- [Karp Financial Services, Inc.](https://greatvalleyadvisors.com/about/network-of-advisors/karp-financial-services-inc/)
- [J W Josephs Financial](https://greatvalleyadvisors.com/about/network-of-advisors/j-w-josephs-financial/)
- [Jeffrub Wealth Management](https://greatvalleyadvisors.com/about/network-of-advisors/jeffrub-wealth-management/)
- [Haas Financial Group](https://greatvalleyadvisors.com/about/network-of-advisors/haas-financial-group/)
- [GVA Wealth Management](https://greatvalleyadvisors.com/about/network-of-advisors/gva-wealth-management/)
- [Griffiths Financial Services](https://greatvalleyadvisors.com/about/network-of-advisors/griffiths-financial-services/)
- [Gornitzky Sage Wealth Management Group, Inc.](https://greatvalleyadvisors.com/about/network-of-advisors/gornitzky-sage-wealth-management-group-inc/)
- [Gaines Financial Group, Inc.](https://greatvalleyadvisors.com/about/network-of-advisors/gaines-financial-group-inc/)
- [First Light Financial Planning](https://greatvalleyadvisors.com/about/network-of-advisors/first-light-financial-planning/)
- [Jervey Genesis Solutions](https://greatvalleyadvisors.com/about/network-of-advisors/jervey-genesis-solutions/)
- [Paragon Wealth Management](https://greatvalleyadvisors.com/about/network-of-advisors/paragon-wealth-management/)
- [Doylestown Wealth Management](https://greatvalleyadvisors.com/about/network-of-advisors/doylestown-wealth-management/)
- [Next Level Planning & Wealth Management](https://greatvalleyadvisors.com/about/network-of-advisors/next-level-planning-wealth-management/)
- [Braintree Office](https://greatvalleyadvisors.com/about/network-of-advisors/gva-braintree/)
- [Wilmington Office](https://greatvalleyadvisors.com/about/network-of-advisors/gva-wilmington/)
- [GVA Corporate HQ](https://greatvalleyadvisors.com/about/network-of-advisors/gva-corporate/)
- [Diversified Wealth Management of OK LLC](https://greatvalleyadvisors.com/about/network-of-advisors/diversified-wealth-management-of-ok-llc/)
- [Chris Smith Wealth Management](https://greatvalleyadvisors.com/about/network-of-advisors/chris-smith-wealth-management/)
- [Chester Springs Financial Group](https://greatvalleyadvisors.com/about/network-of-advisors/chester-springs-financial-group/)
- [Cappy's Financial Planning LLC](https://greatvalleyadvisors.com/about/network-of-advisors/cappys-financial-planning-llc/)
- [Boyar Wealth Management, Inc.](https://greatvalleyadvisors.com/about/network-of-advisors/boyar-wealth-management-inc/)
- [Blossom Financial](https://greatvalleyadvisors.com/about/network-of-advisors/blossom-financial/)
- [Beyond Wealth Financial Advisors](https://greatvalleyadvisors.com/about/network-of-advisors/beyond-wealth-financial-advisors/)
- [Alliance Wealth Management, Inc.](https://greatvalleyadvisors.com/about/network-of-advisors/alliance-wealth-management-inc/)
- [Alan E. Peters & Associates](https://greatvalleyadvisors.com/about/network-of-advisors/alan-e-peters-associates/)
- [Bantz Financial Group](https://greatvalleyadvisors.com/about/network-of-advisors/bantz-financial-group/)

## Careers

- [Operations Associate, Asset Management](https://greatvalleyadvisors.com/about/career-opportunities/job-openings/operations-associate-asset-management/)
- [Associate Financial Advisor](https://greatvalleyadvisors.com/about/career-opportunities/job-openings/associate-financial-advisor/)
- [OSJ Delegate](https://greatvalleyadvisors.com/about/career-opportunities/job-openings/osj-delegate/)
- [Client Service Associate (CSA)](https://greatvalleyadvisors.com/about/career-opportunities/job-openings/client-service-associate-csa/)

## Categories

- [Videos + Podcasts](https://greatvalleyadvisors.com/category/videos-podcasts/)
- [Insights](https://greatvalleyadvisors.com/category/insights/)
- [Company News](https://greatvalleyadvisors.com/category/company-news/)

## Tags

- [advisors](https://greatvalleyadvisors.com/tag/advisors/)
- [digital](https://greatvalleyadvisors.com/tag/digital/)
- [growth](https://greatvalleyadvisors.com/tag/growth/)
- [RIA](https://greatvalleyadvisors.com/tag/ria/)
- [tech](https://greatvalleyadvisors.com/tag/tech/)
- [technology](https://greatvalleyadvisors.com/tag/technology/)
- [workplace](https://greatvalleyadvisors.com/tag/workplace/)
- [acquisition](https://greatvalleyadvisors.com/tag/acquisition/)
- [M&A](https://greatvalleyadvisors.com/tag/ma/)
- [news](https://greatvalleyadvisors.com/tag/news/)
- [wealth management](https://greatvalleyadvisors.com/tag/wealth-management/)
- [acquisitions](https://greatvalleyadvisors.com/tag/acquisitions/)
- [mergers](https://greatvalleyadvisors.com/tag/mergers/)
- [operations](https://greatvalleyadvisors.com/tag/operations/)
- [Leadership](https://greatvalleyadvisors.com/tag/leadership/)
- [development](https://greatvalleyadvisors.com/tag/development/)
- [CPA](https://greatvalleyadvisors.com/tag/cpa/)
- [Innovation](https://greatvalleyadvisors.com/tag/innovation/)
- [Q&A](https://greatvalleyadvisors.com/tag/qa/)
- [cybersecurity](https://greatvalleyadvisors.com/tag/cybersecurity/)
- [culture](https://greatvalleyadvisors.com/tag/culture/)
- [compliance](https://greatvalleyadvisors.com/tag/compliance/)
- [team](https://greatvalleyadvisors.com/tag/team/)