GVA Wealth Management

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 and safeguard their business. Great Valley Advisor Group has found this partnership invaluable as we continue to expand and offer new opportunities to our advisors.??? ? A few key takeaways from this episode: 1. How advisors can best take advantage of the capital solutions LPL offers ?? 2.?Key drivers and metrics of determining valuation ??? 3.?Understanding the importance involved in the financing process during M&A transactions??? 4.?Importance of the LOI process ?? ? Check out our short preview clip below. We invite you to subscribe and listen to this podcast via Spotify or Apple, or watch the full episode here - https://lnkd.in/e54uWdnj

Changes to the political landscape continue to unfold after the Republican sweep in the 2024 elections.?The financial market reaction has also been dramatic, as U.S. stocks have rallied strongly since Election Day with the removal of the uncertainty of who will be running the executive branch as well as the U.S. Senate and House of Representatives for the next two years.?But one might also get the impression when following the financial media along the way that the anticipated policies from the new GOP-led Washington DC have already been put in place yesterday even though the transition of power won’t even start to begin for more than a month from now. #election2024 #equities #stockmarket Read the full Great Valley Advisor Group Economic & Market Report from Chief Market Strategist Eric Parnell, CFA here - https://lnkd.in/eeNqXnBt

What Happens When Innovation Meets Collaboration? The 2024 GVA VAST Summit in Napa! At Great Valley Advisor Group, we believe in creating transformative experiences for our advisors, and the 2024 GVA VAST Summit at the stunning Silverado Resort in Napa Valley was no exception.??? ? This year’s summit wasn’t just about learning but?elevating: ?? Personalized insights from industry leaders: We heard directly from experts who shared tailored strategies to help advisors thrive in the ever-changing landscape of building a financial advisory practice. Our presenters included Alex Weiss, CFP? of Napier Financial, Michael Arone from State Street Global Advisors, Sam Ushio of Ikigai Lab, Michael Conrath from J.P. Morgan Asset Management, Jeremy Holly from LPL Financial, Arnim H. from Easterly Funds, and Cynthia C. Spigel, JD, CFP?.? ?? Collaborative growth: Roundtable discussions and peer-to-peer learning were the heartbeat of this summit, with advisors exchanging ideas to shape the future of financial advisory. ?? Unforgettable moments: Set against Napa’s breathtaking backdrop, the summit wasn’t just inspiring but rejuvenating. And there’s more. This video captures the essence of the summit: the innovation, the connections, and the energy that define Great Valley Advisor Group. Check out the preview below and watch the full version here - https://lnkd.in/eyx-jtjN ??? ? Our mission.?Your success.?We’re not just a partner; we’re your biggest champion. Here’s to more growth, more collaboration, and more milestones together. #GVA2024 #VASTSummit #FinancialAdvisors #RIA #ProfessionalDevelopment???

In the latest episode of Great Valley Advisor Group Market Insights with Eric Parnell, CFA, Eric discusses the recent market rally amid political uncertainty, campaign promises, and historically how the market has performed after a political sweep. Watch the full episode here - https://lnkd.in/d4CZwiBS

Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist,?Eric Parnell, CFA. In this episode, Eric touches on recent concerns about the market, which have re-emerged following the recent all-time highs of the S&P 500. Watch the full episode here: https://lnkd.in/g2Pnw6zs

Happy Halloween from everyone at Great Valley Advisor Group! We hope our clients, partners, family, and friends have a fantastic night with those closest to them. Great Valley Advisor Group is a technology-driven full-service Registered Investment Advisor engineered to provide tailored solutions to independent advisors and advisory firms - https://lnkd.in/enqnKPB9

Day 3 of GVA’s Annual VAST Conference started with Michael Conrath, Managing Director and Chief Market Strategist at J.P. Morgan Asset Management. Michael shared his expert take on guiding your clients to retirement. Next up, we heard from our new friends at Easterly Asset Management! Arnim H. Global Macro Strategist and Manager & Founder of the AB Correlation Deference Index – CDI, joined us to discuss drawdown management and diversification – specifically addressing how to make portfolios resilient. We closed the conference portion of the day with an audience participation-driven Think Tank on M&A led by Jeremy Holly EVP of LPL Financial Capital Partners, and our CEO James J. Spinelli, ChFC?.? ? After lunch, and some free time (that seemed to lead many of us to the vines), we all ventured to Inglenook! This legendary estate and vineyard, fully restored by Francis Ford Coppola Winery and his family, was the perfect setting for us to close out a magical 2024 VAST Summit!? ? In the coming weeks, we’ll share photos and videos of the VAST Summit – until then, we want to again thank our advisors and sponsors for joining us!? ? Victory Capital, State Street Global Advisors, FS Investments, Easterly Asset Management, and J.P. Morgan Asset Management – we thank you! ??

Day Two of the Annual VAST Conference included a morning full of insightful discussions and presentations. After a kickoff delivered by our CEO James J. Spinelli, ChFC? we moved right into a Fireside Chat focused on Thriving During Challenging Seasons of Growth. This Chat was led by moderator Cynthia C. Spigel, JD, CFP? and included participants Alex Weiss, CFP? of Napier Financial, Mike Laatsch of Innovative Planning Group, and John Jonas and Paul Tourville of Next Level Planning & Wealth Management. An insightful Market Outlook featuring Michael Arone, Chief Investment Strategist at State Street Global Advisors and our own Chief Market Strategist Eric Parnell, CFA discussed the current state of the markets. And we closed out our Monday presentations with Sam Ushio, Founder of Ikigai Lab (sponsored by Victory Capital). Sam led us in a fascinating exercise on Igniting Innovation with Intentionality – providing tips not only for financial purpose, but also for improving our personal lives as well.? After lunch the group split down the middle – our golfers going left, and our wine tasters going right. No matter which group you fell in, all thoroughly enjoyed the beautiful Napa weather! We all meet later for a delicious dinner overlooking Silverado’s award-winning golf course. Stay tuned for an update on Day Three coming soon! We'd like to thank our Conference Sponsors: Victory Capital, State Street Global Advisors, FS Investments, Easterly Asset Management, and J.P. Morgan Asset Management. ??

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 House but also the U.S. Senate and House of Representatives play an important role in directing fiscal policy, many investors are fixated on what the potential impact on financial markets may be.?But if long-term history is any guide, investment markets simply do not care who wins the election. Read the full Great Valley Advisor Group Economic & Market Report from Eric Parnell, CFA here - https://lnkd.in/e4WFEyWG

Today we welcomed our top advisors and trailblazers to Silverado Resort in Napa, CA to kick off our annual VAST event! We’re hosting the 2024 Summit at Silverado Resort & Spa – set on 1,200 rolling acres of oak groves and vineyards, the resort combines luxurious accommodations with outstanding dining, two championship golf courses, a full-service spa, tennis, bocce, biking, and more.? ? The VAST subset of the Great Valley Advisor Group family includes the top advisors – additionally, we invited a handful of Trailblazers to join this distinguished group. Trailblazers are stand-out, up-and-coming advisors with a passion for innovation and growth. We are honored that each of our attending advisors has taken time from their practice and family to come together. ? VAST is an incredible opportunity for the best of the best within the GVA family to discuss strategy, share best practices, and celebrate successes. Summit topics include but are not limited to the high-net-worth marketplace, practice management, premium practice, positioning strategies, tools for efficiency, M&A experiences, and behavioral finance. ? We are so excited to be here connecting & learning with all our attending advisors! Additionally, we could not do this without the support of our generous sponsors – Victory Capital, State Street Global Advisors, FS Investments, Easterly Asset Management, and J.P. Morgan Asset Management – we thank you! ??