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In Episode 28 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with our six summer interns to discuss what they learned, what surprised them, and how their perspective on the independent RIA industry evolved over the summer. One of the biggest takeaways from the conversation was how much happens beyond the advisor-client relationship. They discovered the depth and breadth of GVA and how our team helps advisors grow, scale and better serve their clients. It was great to hear directly from the interns about how their experience expanded their understanding of the industry, introduced them to the different career paths within wealth management, and gave them a new appreciation for the independent RIA model.
Interns: What We Learned, Surprises, and Perspective
In Episode 27 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with three advisors under GVA, Tim Weigel, CFP®, RICP®, CHFC®, CLU®, Michael Englund, CLU, ChFC, and Chuck Block, CHFC, CLU, for a discussion on how independent advisor brands can thrive under one shared office while benefiting from the collaborative support of Great Valley Advisor Group.  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 before making a decision.
Advisor Edge: The GVA Way - Episode 27
Equity markets have surged over 10% since April 1st amid strong earnings, though mega-cap concentration — particularly in semiconductors — remains a growing concern. The Fed held rates steady at its latest meeting, but a hawkish shift is emerging as inflation reaccelerates and rate hike expectations build for year-end. The IPO market is experiencing a historic resurgence, headlined by SpaceX's record-breaking offering, with several high-profile listings anticipated in the months ahead. 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 | Market Momentum
In Episode 26 of our podcast “Advisor Edge: The GVA Way,” James sits down with Paul and Peter Tourville, founders of Next Level Planning & Wealth Management, to discuss how Financial Wellness Done Right has become a powerful growth engine for their firm. 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.
Advisor Edge: The GVA Way - Episode 26
On May 16, Great Valley Advisor Group joined over 350 players and hundreds of volunteers at the 12th Berwyn Paoli Little League (BPALL) Challenger Day at the Field of Dreams in Berwyn. Beginning in 1991, the Challenger program is Little League's program for players with physical or mental disabilities, enabling them to participate in a variety of baseball-related activities. GVA team members were joined by the Phillie Phanatic and hundreds of other individuals and organizations from the community. Featuring local Challenger teams, a Home Run Derby, games, food and music, Challenger Day celebrates the Little League Challenger Division, offering hundreds of youth with physical and intellectual disabilities the chance to play baseball in an adaptive environment. For more information about BPALL and Challenger Day, please visit https://www.bpall.org/.
BPALL Challenger Day with GVA
Market Insights | Private Market Noise
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