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- 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 face headwinds in a higher inflation environment. In contrast, sectors such as energy tend to perform better during inflationary periods. - Energy Sector’s Inflationary Correlation: Historically, energy stocks have shown a positive correlation with inflation, often outperforming technology stocks during periods of high inflation, as seen in the 1970s and 2022. However, future performance remains uncertain. - Diversification and Long-Term Strategy: To manage downside risks and achieve consistent long-term returns, it is essential to maintain diversified portfolios across sectors, asset classes, bonds, and commodities. 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 | 2.20.25
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 Guided Advisor The Integrated Advisor Profit and Partner Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we'll provide the insights and resources you need to thrive in your new venture. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Advisor Edge: The GVA Way – Episode 12
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.
Eric Parnell is back on Money Matters!
- 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 late January, it reported headline and core inflation below 3%, though recent increases require close monitoring. - Five-Year Breakeven Inflation Rate: It is currently at approximately 2.6%. A rise to 3% or higher could indicate inflation concerns, potentially leading to Federal Reserve rate hikes—an outcome that markets would likely react negatively to. - Market Strategy for 2025: With a new administration in Washington, headline risks and market volatility will remain prevalent. Maintaining discipline and adhering to a long-term investment strategy is essential for navigating short-term fluctuations and achieving long-term financial objectives. 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 | 2.4.25
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 vision for your - practice - Setting clear internal expectations - Developing a strong client experience Great Valley Advisor Group is a technology driven full-service RIA engineered to provide tailored solutions to independent advisors and advisory firms.
Advisor Edge: The GVA Way - Episode 11
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: - Context Matters: The tech sector declined on Monday, but the broader market remained stable. These drops follow significant prior gains and are part of a normal pullback. - Valuation Risks: Tech stocks are trading at historically high valuations, making sharp declines more common. Similar patterns occurred in the Biotech sector and the dotcom bubble before major corrections. - Avoid Emotional Investing: A pullback isn’t a buy signal—stay disciplined, analyze carefully, and consider historical trends before making investment decisions. - Diversification is Key: Maintain exposure to strong-performing sectors but ensure broad diversification to smooth returns and stay aligned with long-term goals.
GVA Market Insight | 1.29.25
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