Great Valley Advisor Group

Day 3 of GVA’s Annual VAST Conference started with Michael Conrath, Managing Director and Chief Market Strategist at J.P. Morgan Asset Management. Michael shared his expert take on guiding your clients to retirement. Next up, we heard from our new friends at Easterly Asset Management! Arnim H. Global Macro Strategist and Manager & Founder of the AB Correlation Deference Index – CDI, joined us to discuss drawdown management and diversification – specifically addressing how to make portfolios resilient. We closed the conference portion of the day with an audience participation-driven Think Tank on M&A led by Jeremy Holly EVP of LPL Financial Capital Partners, and our CEO James J. Spinelli, ChFC®.    After lunch, and some free time (that seemed to lead many of us to the vines), we all ventured to Inglenook! This legendary estate and vineyard, fully restored by Francis Ford Coppola Winery and his family, was the perfect setting for us to close out a magical 2024 VAST Summit!    In the coming weeks, we’ll share photos and videos of the VAST Summit – until then, we want to again thank our advisors and sponsors for joining us!    Victory Capital, State Street Global Advisors, FS Investments, Easterly Asset Management, and J.P. Morgan Asset Management – we thank you! 🍇

Day Two of the Annual VAST Conference included a morning full of insightful discussions and presentations. After a kickoff delivered by our CEO James J. Spinelli, ChFC® we moved right into a Fireside Chat focused on Thriving During Challenging Seasons of Growth. This Chat was led by moderator Cynthia C. Spigel, JD, CFP® and included participants Alex Weiss, CFP® of Napier Financial, Mike Laatsch of Innovative Planning Group, and John Jonas and Paul Tourville of Next Level Planning & Wealth Management. An insightful Market Outlook featuring Michael Arone, Chief Investment Strategist at State Street Global Advisors and our own Chief Market Strategist Eric Parnell, CFA discussed the current state of the markets. And we closed out our Monday presentations with Sam Ushio, Founder of Ikigai Lab (sponsored by Victory Capital). Sam led us in a fascinating exercise on Igniting Innovation with Intentionality – providing tips not only for financial purpose, but also for improving our personal lives as well.  After lunch the group split down the middle – our golfers going left, and our wine tasters going right. No matter which group you fell in, all thoroughly enjoyed the beautiful Napa weather! We all meet later for a delicious dinner overlooking Silverado’s award-winning golf course. Stay tuned for an update on Day Three coming soon! We'd like to thank our Conference Sponsors: Victory Capital, State Street Global Advisors, FS Investments, Easterly Asset Management, and J.P. Morgan Asset Management. 🍇

We’ve got a big election coming up in the United States that’s now less than two weeks away. While a presidential election is always a big deal, some are proclaiming that the 2024 election is “the most important in history”. Given that the winners of the election that includes control not only of the White House but also the U.S. Senate and House of Representatives play an important role in directing fiscal policy, many investors are fixated on what the potential impact on financial markets may be. But if long-term history is any guide, investment markets simply do not care who wins the election. Read the full Great Valley Advisor Group Economic & Market Report from Eric Parnell, CFA here - https://lnkd.in/e4WFEyWG

Today we welcomed our top advisors and trailblazers to Silverado Resort in Napa, CA to kick off our annual VAST event! We’re hosting the 2024 Summit at Silverado Resort & Spa – set on 1,200 rolling acres of oak groves and vineyards, the resort combines luxurious accommodations with outstanding dining, two championship golf courses, a full-service spa, tennis, bocce, biking, and more.    The VAST subset of the Great Valley Advisor Group family includes the top advisors – additionally, we invited a handful of Trailblazers to join this distinguished group. Trailblazers are stand-out, up-and-coming advisors with a passion for innovation and growth. We are honored that each of our attending advisors has taken time from their practice and family to come together.   VAST is an incredible opportunity for the best of the best within the GVA family to discuss strategy, share best practices, and celebrate successes. Summit topics include but are not limited to the high-net-worth marketplace, practice management, premium practice, positioning strategies, tools for efficiency, M&A experiences, and behavioral finance.   We are so excited to be here connecting & learning with all our attending advisors! Additionally, we could not do this without the support of our generous sponsors – Victory Capital, State Street Global Advisors, FS Investments, Easterly Asset Management, and J.P. Morgan Asset Management – we thank you! 🍇

Great Valley Advisor Group is a proud corporate sponsor of To Love a Canine Rescue, Inc.! Last weekend, the Spinelli and Schmauk families participated in TLCR’s annual Miles for Mutts event. This event is one of their biggest fundraisers, and the money raised allows TLCR to properly care for every dog that enters their doors.   James J. Spinelli, ChFC®, Robert Schmauk Jr., CFP®, Rob Schmauk Sr., along with their families – and Piper, Whiskey, Leyla, Sunshine, and Hank – were all in attendance. Thank you for representing GVA and putting your best paw forward in the race!

Great Valley Advisor Group is pleased to announce position updates on our leadership team. After being the driving force to propel GVA to over $10B AUM we congratulate James J. Spinelli, ChFC® on the much deserved role of Chief Executive Officer. Additionally, our co-founder Ryan Todd, CPA moves to Chief Financial Officer and President. Great Valley Advisor Group is a technology driven full-service Registered Investment Advisor engineered to provide tailored solutions to independent advisors and advisory firms - https://lnkd.in/eme8Se2s

Great Valley Advisor Group is proud to make Forbes ranking of America’s Top RIA Firms (developed by SHOOK Research) two years in a row – of the 46,212 nominations GVA landed in the top 130!   While many factors are considered, leadership, principals, and client experience are all highly important. SHOOK refers to this list as “rankings of role models—firms that are leading the way in offering best practices and providing a high-quality experience for clients.”    GVA’s values and goals are completely aligned with the criteria. We thank Forbes and SHOOK for recognizing our firm as striving to be the best while not losing sight of the most important things—honesty, integrity, and accountability. Onward 🚀! Check out the full article here - https://lnkd.in/dnJWpuB2

The U.S. stock market continues to claim new all-time highs. But another segment of capital markets is also glistening brightly as we continue through 2024. It is the precious metals market including gold and silver. Even if you are not allocated to these more specialized categories, they can still provide important information to guide investor decision-making with their traditional investments. Read the full Great Valley Advisor Group Economic & Market Report from Eric Parnell, CFA here: https://lnkd.in/eQhn-NXk

Great Valley Advisor Group is excited to welcome Erin Freund, CFP® and Nicole Schwab of OakPoint Wealth Management to the GVA family! Erin’s 18-years of experience, broad financial expertise, and client-centric values allow Erin and her team to deliver highly efficient, tailored financial plans while offering exceptional client service. Maintaining offices in Atlantic and Shenandoah, IA, OakPoint Wealth values their strong connections with their community. Erin and Nicole, we are so excited to have you both on board. Welcome to GVA 😊 GVA is a technology-driven, full-service Registered Investment Advisor. We invite you to learn more about our customized solutions here: https://lnkd.in/enqnKPB9

This week, Eric Parnell, CFA joined Michael Dever of Brandywine Asset Management to co-host MoneyMattersTV. Eric and Mike discussed the current market environment and what to expect moving forward and answered viewer questions. Check out the full episode here - https://lnkd.in/eWH_ZpgR