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In Episode 25 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down Ryan Patrick, Chief Technology Officer at Razor Technology, for a discussion on tech driving advisor growth.   Key Takeaways: Technology is a growth driver enabler Firms that scale efficiently treat technology as core infrastructure and a strategic asset. Those that view IT as an expense or afterthought are far more likely to hit operational bottlenecks as they grow. Strategic IT partnerships enable scalable, repeatable growth Proactive planning, standardized systems, and ongoing collaboration allow firms to add clients, advisors, or acquisitions seamlessly—rather than rebuilding each time. AI delivers value through efficiency Real impact comes from focused use cases that improve productivity and workflows.
Advisor Edge: The GVA Way - Episode 25
In this week's GVA Market Insights, our Asset Management team deep dives into the crisis in the Middle East: - Middle East escalation & Oil shock: Operation Epic Fury and the Strait of Hormuz disruption have driven oil near $100+ and injected geopolitical risk, but markets have reacted relatively calmly so far. - Macro impact remains contained: Inflation expectations and yields have ticked higher, equities modestly lower, and Fed rate cut expectations have been pushed back. - Credit market stress is the real risk: Widening CCC spreads, private credit redemption pressure, and loan markdowns signal potential cracks that could spill into broader financial markets if conditions worsen. 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 Insights | Crisis in the Middle East
In episode 24 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC sits down with Jared Krog, founder of Opulence Wealth Management, to discuss his journey from military service to building an independent advisory firm and why he chose to partner with Great Valley Advisor Group. The conversation explores how independence, supported by GVA’s infrastructure and advisor community, enables growth while keeping client service at the center of the practice. Key Takeaways: - Transitioning from a more captive platform to the independent space gave Jared the flexibility to build a firm centered on fiduciary advice and deeper financial planning for his clients. - Leveraging the infrastructure, support, and Asset Management capabilities of GVA enables the firm to scale efficiently by allowing the team to focus more time on clients and business growth. - Being part of the GVA advisor community provides access to experienced peers and meaningful collaboration across the network.
Advisor Edge: The GVA Way - Episode 24
- Supreme Court Ruling on Tariffs: The Supreme Court ruled that President Trump cannot unilaterally impose broad tariffs under IEEPA, creating uncertainty around effective tariff rates, potential refunds, and future enforcement. - State of the Union & Economic Backdrop: President Trump’s address emphasized patriotism and tariff resolve, while economic data shows moderating growth, slightly higher unemployment, and sticky inflation. - AI Trade Rotation, Not Collapse: Despite headlines warning that the AI boom is fading, market performance suggests rotation rather than systemic weakness, with equal weight indices, small caps, and cyclical sectors outperforming even as large cap technology faces valuation pressure. 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 Insights | 2.25.26
In Episode 23 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Nick Murphy, Manager, Advisor Technology, to discuss Secure Office—Great Valley Advisor Group’s enterprise-level technology foundation designed to integrate seamlessly into day-to-day practice operations while supporting long-term growth. Key takeaways: - Cybersecurity done right protects client data, reduces advisor burden, and shifts responsibility off the advisor and onto the RIA - Secure Office serves as the core technology infrastructure, including Microsoft E5 licenses, threat monitoring, MFA, Bookings, and 24/7 support - Purpose-built solutions for both hybrid and RIA-only advisors, with channel-specific compliance and supervision features - A one-tenant, mesh network environment enhances collaboration, communication, and efficiency across all GVA offices
Advisor Edge: The GVA Way - Episode 23
Geopolitics have been noisy to start 2026 and could continue to produce headline risk, but financial markets continue to fade geopolitical shocks unless they become policy-driven. Earnings remain supportive: Q4 results and forward EPS estimates point to continued growth, led by technology. Economic fundamentals will be critical to corporate earnings in 2026. The Fed has room to be patient: Cooling job growth and sticky inflation keep cuts on the table for 2026, but argue against aggressive easing.
Market Insights | 1.21.26
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