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In Episode 13 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Leif Briel, Founder of Endeavr Financial Planning and Wealth Management for a discussion on becoming and independent advisor and partnership with GVA. A few key takeaways from this episode: 1. Drivers of going independent 2. Advantages of being a business owner 3. Building your vision in the independent advisor space Great Valley Advisor Group is a technology driven full-service RIA engineered to provide tailored solutions to independent advisors and advisory firms.
Advisor Edge: The GVA Way – Episode 13
U.S. Equity Indexes - S&P 500: Despite recent volatility and pullbacks, the market remains stable and has found support at the 150-day moving average. This will be a key level to watch to determine if the uptrend that began in October 2023 will continue. - Nasdaq 100: The index is holding the 200-day moving average, and it will be important to monitor whether this support level remains intact. Market Indicators & Trends: - U.S. Small Caps: Small-cap stocks, which often serve as a leading indicator for large-cap stocks, are showing signs of weakness. They have broken below several key trend lines but are still holding above the 400-day moving average. - International Stocks: International stocks have performed well this year, reaching recent highs. Much of this strength has been driven by the recent weakness in the U.S. dollar. - U.S. Treasuries: There are positive signs in the bond market, as the 10-year Treasury yield has declined to 4.15%. All major moving averages have converged just above the current yield level, and the 10-year Treasury yield has recently broken below these lines. Key Watchpoint – Treasury Yields: - If Treasury yields continue to decline, this could provide a tailwind for stocks, helping to stabilize recent volatility and potentially fueling a market rebound.
GVA Market Insights | 3.5.25
- Downside Risk and Inflationary Forces: Inflation expectations have reached their highest levels since 2023, with monthly readings consistently exceeding forecasts. Additionally, tariffs and the recovery from California wildfires are expected to contribute to inflationary pressures into 2025. - Investment Strategy Amid Rising Inflation: The technology sector, which has led the market since the mid-2010s, may face headwinds in a higher inflation environment. In contrast, sectors such as energy tend to perform better during inflationary periods. - Energy Sector’s Inflationary Correlation: Historically, energy stocks have shown a positive correlation with inflation, often outperforming technology stocks during periods of high inflation, as seen in the 1970s and 2022. However, future performance remains uncertain. - Diversification and Long-Term Strategy: To manage downside risks and achieve consistent long-term returns, it is essential to maintain diversified portfolios across sectors, asset classes, bonds, and commodities. Eric Parnell is solely an investment advisor representative of Great Valley Advisor Group, and not affiliated with LPL Financial. Any opinions or views expressed by Eric Parnell are his 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 | 2.20.25
In Episode 12 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Kate Quinn, Manager of Business Strategy and Advisor Development for a discussion on how GVA has streamlined their 3 distinct paths for advisors joining the firm. Click here to learn more about each of the below paths. The Guided Advisor The Integrated Advisor Profit and Partner 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 12
MoneyMattersTV is a 30-minute business program, produced and distributed by Comcast and available in over 680,000 homes in the greater Philadelphia region. The purpose of the show is to encourage investors to think calmly and rationally, refresh their perspective on the long-term and recent history of the market, and encourage them to review their investment strategy. GVA was honored Eric was invited back to the show, and we are thrilled to share his segment with you. 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. Mike Dever, Eric Parnell, and any guest speakers are independent entities and not affiliated with Great Valley Advisors or LPL Financial. MoneyMattersTV, Great Valley Advisors and LPL Financial are separate entities.
Eric Parnell is back on Money Matters!
- Tariffs, Inflation, and Market Stability: While tariffs contribute to inflation, the primary focus should be on the broader economic impact of the new administration’s policy measures. Market stability depends on adequate liquidity and strong corporate earnings, but persistent inflationary pressures could threaten financial markets. - Key Inflation Metrics to Watch: Personal Consumption Index: Released in late January, it reported headline and core inflation below 3%, though recent increases require close monitoring. - Five-Year Breakeven Inflation Rate: It is currently at approximately 2.6%. A rise to 3% or higher could indicate inflation concerns, potentially leading to Federal Reserve rate hikes—an outcome that markets would likely react negatively to. - Market Strategy for 2025: With a new administration in Washington, headline risks and market volatility will remain prevalent. Maintaining discipline and adhering to a long-term investment strategy is essential for navigating short-term fluctuations and achieving long-term financial objectives. Eric Parnell is solely an investment advisor representative of Great Valley Advisor Group, and not affiliated with LPL Financial. Any opinions or views expressed by Eric Parnell are his 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 | 2.4.25
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