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In Episode 19 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC® [@tag], 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 and enables business scaling. - Identifying core strengths while delegating tasks such as website management and investment operations enhances overall efficiency. - Importance of ensuring brand alignment and consistent client experience when hiring a Junior advisor.
Advisor Edge: The GVA Way - Episode 19
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 in equities with discounted valuations and potential rotations into alternatives.  What's the Most Likely Path Forward? - With labor weakness and inflation still a concern, the months ahead could bring very different outcomes for stocks and bonds. Whether the economy steadies, slips into recession, or struggles with sticky inflation will ultimately decide how investors fare.
GVA Market Insights | 9.16.25
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 Strength in community – Access to a network of like-minded professionals while leveraging shared infrastructure to accelerate growth Advisor Centric Leadership – GVA’s platform was built by advisors, for advisors and continues its commitment to that by implementing advisor feedback 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 18
• Markets Hot & Concentrated: S&P 500 near all-time highs at 6,460, led by top 10 stocks approaching 40% of index weight with elevated valuations. • Cooling Risks: Weak July jobs data, mixed inflation readings, and sluggish earnings growth outside Tech and Communication Services. • Fed Cut Ahead: Markets expect a 0.25% rate cut in September, though persistent inflation, a weakening dollar, and tariff effects raise caution. 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. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
GVA Market Insights | 8.14.25
In this episode, James J. Spinelli, ChFC® 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 long-term success. 🔑 Key Takeaways: The essential components of building a resilient, growth-oriented firm Why scale matters more than ever—and how to achieve it The critical role of leadership in creating lasting business stability Whether you're growing your practice or refining your leadership strategy, this episode offers a real-world perspective you won’t want to miss.
Advisor Edge: The GVA Way - Episode 17
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 and persistent fiscal pressure create a challenging environment for bonds, with risks skewed toward further downside in prices. Commodities/Currencies/Alternatives: Precious metals and select commodities remain strong diversifiers amid dollar weakness and global volatility, warranting a place in balanced portfolios. Eric Parnell and Evan Coffey are solely investment advisor representatives of Great Valley Advisor Group, and not affiliated with LPL Financial. Any opinions or views expressed by them are their 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 | 7.15.25
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