GVA Wealth Management

Recently, the GVA Marketing Team hosted a GVA ALPINE advisor conference call featuring Lisa Graham, Co-Founder and CEO of Graham Media Partners, to highlight the importance of investing in a marketing strategy to drive growth within advisory practices. This critical role of marketing is underscored by the latest findings from the Broadridge Financial Services annual financial advisor marketing survey. Key takeaways from this year's survey include: 🤝 Advisors are struggling with marketing due to a lack of time and expertise, but many are succeeding with personalized content and next-gen technology. 📑 Only 20% of advisors have a defined marketing strategy, the lowest in 5 years, yet those with one are 80% more confident in meeting their goals. 🔼 70% of advisors with a defined marketing strategy saw an increase in inbound requests, compared to just 44% without a strategy. 📢 Advisors who communicate frequently and personalize content are more confident in reaching their goals, with 40% using generative AI to create tailored content. Read the full article here - https://lnkd.in/ewsmAC8n

Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. The S&P 500 was still trading below 4800, emerging from a strong 2023, and while a good year ahead was anticipated, the idea of the benchmark index cresting 6000 to close out 2024 seemed a long shot at best. But as we move through the final three weeks of December, the S&P 500 managed to notch its first 6000 reading more than a month ago now and has 6100, if not 6200, in its sight by the time the ball drops in Times Square. With such a steadily robust performance throughout 2024, what could go wrong as we enter 2025? Check out the full episode here - https://lnkd.in/eqCfujHy

It has been a phenomenal year for the U.S. stock market in 2024. The S&P 500 was still trading below 4800, emerging from a strong 2023, and while a good year ahead was anticipated, the idea of the benchmark index cresting 6000 to close out 2024 seemed a long shot at best. But as we move through the final three weeks of December, the S&P 500 managed to notch its first 6000 reading more than a month ago now and has 6100, if not 6200, in its sight by the time the ball drops in Times Square. With such a steadily robust performance throughout 2024, what could possibly go wrong as we enter 2025? Eric Parnell, CFA, Chief Market Strategist for Great Valley Advisor Group explores the possibilities in the new year in this week's Economic and Market Report. Read the full report here - https://lnkd.in/ewpeYfWQ

🎉✨ We're incredibly grateful after a fantastic holiday party with the amazing Great Valley Advisor Group family! ✨🎉 Last night was about celebrating our hard work and the milestones we've achieved together this year and over the past 10 years as GVA. Seeing clients, advisors, employees, families, and friends travel near and far to come together, celebrate, laugh, and enjoy an incredible spread from Kooma in King of Prussia was heartwarming. A huge thank you to everyone who helped organize the event. As we look forward to the new year, we couldn't be more excited about the opportunities and everything we’ll accomplish together. Wishing everyone a joyful holiday season and a prosperous new year! 🎄🥳

Great Valley Advisor Group Marketing works closely with ANRO Inc. to select gifts for our Advisor Network and suggest thoughtful gifts for our advisors to present to their clients.    A few things we recommend:  🙋 Personalize it – this can be challenging with high-volume orders, but adding a handwritten note is a nice touch 🎁 Simple but Significant – it doesn’t have to be something extraordinary; it could be a practical everyday item that gets used often 💰 Make it Count – If you are going to spend the time and money to create an item, be sure to get something that is durable and that clients will want to use over & over   Read the full blog post here: https://lnkd.in/eANDDXVe, and check out some fun gift ideas below! GVA Advisors, if you are interested in placing an order, we invite you to contact Kathy Donohoe at ANRO. If you have initial questions, please email marketing@greatvalleyadvisors.com.

🍂🦃 Happy Thanksgiving from all of us at Great Valley Advisor Group! 🦃🍂 As we gather around the table this holiday season, we are reminded of the importance of gratitude. At GVA, we are thankful for our incredible clients, advisors, and team members who inspire us daily to do what we do. Wishing everyone a joyful Thanksgiving filled with love, laughter, friends, and family. Have a great holiday weekend!

Over the past three to four decades, the U.S. has faced numerous challenges, yet its economy has consistently rebounded: - Economic Growth: Robust growth over the years, now four times stronger than 40 years ago and nearly double its size at the turn of the millennium. 📈 - Financial Markets: Despite recent pullbacks, the S&P 500 is nearly ten times higher than it was 15 years ago. 🔟 - Lending Markets: A 40-year decline in ten-year Treasury yields has provided consistent access to capital at low interest rates. 🏦 It’s important to be grateful for both the past and present, while staying mindful of the future. While challenges are inevitable, disciplined investment strategies will be key to navigating uncertain times ahead. 🚀 Check out the full Great Valley Advisor Group episode from Chief Market Strategist, Eric Parnell, CFA, here - https://lnkd.in/eADJ9R7R

In this week's Great Valley Advisor Group Economic and Market Report, Eric Parnell, CFA, discusses how the market reacts to Treasury Secretary nominees. Historically, stock markets have performed well following the announcement of a nominee, as it provides investors with greater clarity on policy expectations, enabling more accurate predictions. He also discusses the impact on investor confidence: In the last four election cycles, the S&P 500 posted returns ranging from 1% to 18% in the days after the Treasury Secretary nomination, reflecting increased investor confidence in future policy direction. The upcoming Treasury Secretary nomination is expected to clarify U.S. economic and fiscal policies, potentially boosting S&P returns based on historical trends. Read the full report here - https://lnkd.in/eUUNKc-E

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