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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 conversation covers the strategic and operational choices that shape the client journey today—and in the future. Key Takeaways: 💡 Building a team culture where client experience is the central focus 🎯 Personalization: How tailored processes and customization drive deeper client connections ⚙️ How to leverage your tech stack to elevate every stage of the client experience 📤 Translating a lead planner’s vision into actionable steps for the entire team ✅ Mechanisms that ensure accountability, alignment, and consistency
Advisor Edge: The GVA Way - Episode 14
The S&P 500 has rebounded from double-digit recent lows, reaching key technical levels and signaling early signs of recovery, though near-term volatility remains likely. Rising U.S. Treasury yields and a weakening dollar following tariff announcements suggest potential capital outflows, underscoring the importance of maintaining a broadly diversified portfolio across regions. Eric Parnell is solely an investment advisor representative of Great Valley Advisor Group, and not affiliated with LPL Financial. Any opinions or views expressed by Eric Parnell are his own and are not those of LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth may not develop as predicted.
GVA Market Insight | 4.15.25
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 – we encourage you to watch the video in its entirety to hear them all!
GVA In One Word
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 now offer compelling valuations, particularly as U.S. large-cap stocks dominate investor attention. • Municipal bonds remain an attractive option for income-focused investors seeking tax-advantaged, locally driven opportunities. Dividend and Long-Term Investment Strategy • Defensive sectors such as consumer staples, health care, and utilities continue to show relative strength and offer consistent dividend income during market volatility. • The ideal dividend yield range is 2–4%, with a preference for companies that have a proven track record of increasing dividends over time. MoneyMattersTV 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 the show is to encourage investors to think calmly and rationally, refresh their perspective on the long-term and recent history of the market, and encourage them to review their investment strategy. GVA was honored Eric was invited back to the show, and we are thrilled to share his segment with you. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth may not develop as predicted. Mike Dever, Eric Parnell, and any guest speakers are independent entities and not affiliated with Great Valley Advisors or LPL Financial. MoneyMattersTV, Great Valley Advisors and LPL Financial are separate entities.
Market Uncertainty Brings Eric Back To MoneyMattersTV
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 be viewed in the right context. Adjustments, particularly related to gold, suggest the outlook is better than the initial data implies. - New York Fed Now Forecast: Economic projections remain strong, with first-quarter growth exceeding 2% and continued strength expected throughout the second quarter of 2025. - Corporate Earnings: Despite market uncertainty, corporate earnings forecasts for the remainder of 2025 continue to project double-digit growth. This reflects confidence from corporations that 2025 will be a strong year. - Inflation: Market expectations indicate inflation remains under control, with the five-year average projected well below 3%. - Overall Outlook: Hard data tells a more optimistic story than some financial media narratives suggest. Eric Parnell is solely an investment advisor representative of Great Valley Advisor Group, and not affiliated with LPL Financial. Any opinions or views expressed by Eric Parnell are his own and are not those of LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth may not develop as predicted.
GVA Market Insights | 4.1.25
Your Adventure, Your Decisions, Your Story. We’re here to listen and understand your vision for the ideal financial practice. We’ll explore what’s motivating your potential move and identify the key aspects of your business you’d like to enhance. By uncovering your needs and goals, we’ll help you find the path that best aligns with your future. 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 you are part of a team, a family, and you are never alone. GVA is a technology-driven full-service Registered Investment Advisor. We invite you to learn more about GVA’s customized solutions here: https://www.greatvalleyadvisors.com/whatwedo/
Our Culture | Great Valley Advisor Group
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