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In Episode 21 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Paul Jervey, Founder and CEO of Jervey Genesis Solutions for a discussion on launching his own independent advisory practice with GVA. Paul shares how independence allowed him to build his brand, implement robust technology, and deliver deeper tax and financial planning value to clients. Key Takeaways: Independence & Growth: Paul’s transition to GVA enabled him to build his business his way, resulting in a seven-figure advisory practice centered on efficiency, transparency, and client value. Tech-Driven Value: A comprehensive tech stack—featuring tools like Holistiplan, Orion, Salesforce, and Schwab—supports advanced tax planning, portfolio management, and scalable client service. GVA Partnership Impact: GVA’s flexibility, support, and commitment to advisor autonomy empowered Paul to create his own brand, implement new ideas, and deliver a higher level of service to his clients.
Advisor Edge: The GVA Way - Episode 21
On a special edition of Market Insights, Eric and Evan sat down at the Emeline Hotel in Charleston, South Carolina during Great Valley Advisor Group’s Annual Advisor Conference. Government Shutdown Nears End: Senators reached a bipartisan deal to reopen the government after a 41-day shutdown, though the economic and social impacts, including lost output and delayed federal data, will linger. Fed Decision Uncertainty: The upcoming December 10 Fed meeting still carries a high probability of another 25-bps rate cut, but missing economic data from the shutdown could complicate the decision-making process. AI Trade Pullback: Major AI-related stocks slid in value last week amid profit-taking and concerns over rising, debt-financed capex, but subsequently rebounded this week on news of the U.S. government reopening.
Market Insight | 11.11.25
🎙️ Episode 20 of Advisor Edge: The GVA Way is live! James Spinelli sits down with Eric Hough, the newest member of the Great Valley Advisor Group Asset Management team. Eric brings a wealth of institutional experience in alternative investments and private markets — and in this episode, we dive into how GVA is building an alternative investment solution for our advisors that reflects the continued growth and evolution of our Asset Management platform. At GVA, we remain committed to delivering the tools, products, and support our advisors need to thrive. 🎧 Listen now and follow along: Advisor Edge: The GVA Way Key highlights from the discussion: Bridging the Alternatives Gap - Many high-net-worth clients want access to private investments, yet barriers such as high minimums and complex structures often limit participation. Eric’s focus is on helping GVA bridge that gap. The GVA Private Fund Initiative - The goal is to provide exposure to private equity, credit, real estate, infrastructure, and hedge funds. This semi-liquid structure is designed to offer diversification while maintaining a long-term investment mindset. Evolving the 60/40 Portfolio - With markets shifting, traditional allocations are changing. Institutions are increasingly adopting 60/30/10 models, incorporating alternatives for diversification and inflation protection. GVA’s approach brings that same innovation to our advisor network.
Advisor Edge: The GVA Way - Episode 20
- AI Dealmaking Frenzy – OpenAI’s latest billion-dollar deals with Broadcom, AMD, and Nvidia highlight record AI infrastructure spending, raising questions about whether this pace is sustainable or reminiscent of the dot-com era. - Tariff Talks Return – President Trump’s announcement of new 100% tariffs on Chinese imports reignited trade tensions, triggering a sharp market selloff and reminding investors how sensitive the current rally is to geopolitical shocks. - Rush to Precious Metals – Gold and silver have surged to record highs as investors seek safety and diversification, suggesting potential signs of broader market stress. 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.
Market Insight | 10.15.25
MoneyMattersTV | 10.13.25
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
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