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- What will the FED do?: Markets expect the FED to hold rates steady through the summer, with a growing probability of a rate cut by September (54.9%), driven by cooling inflation, softening labor data, and political pressure. - Liberation Day 2.0: With the July 9th tariff deadline nearing, markets face a pivotal moment that could bring extensions, trade deals, or steep tariffs—setting the stage for potential volatility on July 10th and beyond. - Tensions Rise in the Middle East: Israel’s strike on Iran sparked a sharp market selloff, unlike past Middle East tensions—raising the question: why did this event trigger such a visceral reaction, and will rising oil prices really have no impact on inflation?
GVA Market Insights | 6.24.25
- AI is poised to be a transformative economic force, revolutionizing industries by automating routine tasks, increasing productivity and creating new investment opportunities. - Infrastructure demands from AI (like energy needs) present investment potential, but municipalities currently play a limited direct role; overall AI enables faster data processing and decision making, enhancing business profitability and operational efficiency - The evolving economy involves reshoring select industries with higher value jobs, balancing efficiency with national security and supply chain resilience, while displaced workers typically find new roles aligned with their skills. 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, Jeff Watkinson 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. Compliance Tracking # – 754034
AI on Money Matters TV | 6.18.25
In Episode 16 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Charlie McNamara, Founder of Paragon Wealth Management, for conversation about the journey to independence and building a thriving RIA. Here are four key takeaways from their discussion: ✅ The Leap to Independence: Charlie shares what drove him to take the leap — a desire for more control, flexibility, and the ability to build something that aligned with his long-term vision. 📊 Infrastructure That Empowers: From marketing and tech to operational and compliance support, having the right systems in place was essential to making independence achievable — and sustainable. 📈 Support that Matters: From marketing and tech to operational and compliance infrastructure, having access to the right support systems was critical to making independence possible — and sustainable. 🤝 The Power of Community: Surrounding yourself with a network of like-minded advisors creates space for collaboration, learning, and shared success.
Advisor Edge: The GVA Way - Episode 16
Markets Love Certainty: Equity markets have rallied since mid-April as fears over new tariffs have eased. With a temporary reprieve in trade policy uncertainty, investors rotated back into risk assets. The market’s appetite for stability is clear – but the biggest lingering risk may lie in the long bond. Buying Opportunity in the Long Bond: Yields on the 30-Year Treasury have climbed above 5%, driven by Moody’s recent U.S. credit rating downgrade and the new tax and spending bill. The question now: Is this rise in long yields a signal of broader market stress – or a chance to buy long duration at attractive levels? Hard vs. Soft Data: A persistent disconnect remains between economic data and consumer sentiment. On paper inflation, unemployment, and GDP growth remain solid, yet Americans still report feeling economic pressure. This highlights the gap between how the consumer feels about the economy and what’s actually going on. 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. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
GVA Market Insight | 5.29.25
In Episode 15 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Ben Haas, CFP®, CRPC®, ABFPTM, Wealth Manager at Haas Financial Group, for a thoughtful conversation on financial planning through the lens of behavioral finance. James and Ben explore why true planning goes beyond numbers, highlighting the importance of understanding each client’s personal motivations. Topics touched on include: 💡 Behavioral finance and the human side of financial planning are central – By understanding a client's why, such as wanting time freedom or reduced stress, advisors can better align financial strategies with meaningful life goals. ⚙️ Implementation and accountability drive real success – This includes using clear, actionable planning steps and emphasizing accountability. 🎯 Fit matters in advisor-client relationships – Relationships built on mutual understanding and shared philosophy lead to better long-term outcomes.
Advisor Edge: The GVA Way - Episode 15
Market Outlook: Post-Trade War Developments Markets have largely absorbed recent developments, with a shift in policy tone and improved sentiment across equities and broader capital markets. Technical Progress and Market Signals S&P 500 Breakout: The index has decisively broken above its 20-day moving average, clearing resistance levels last seen in February 2025. Volatility Decline: The VIX has dropped from highs near 60 to the low 20s following the 90-day pause announcement, indicating growing investor confidence. Treasury and Dollar Trends: The 10-year U.S. Treasury yield is retreating from its peak, while the U.S. dollar index is rebounding—both signaling stabilizing conditions. Inflation & Fed Policy: Easing inflation expectations provide the Federal Reserve with flexibility to cut rates if recession risks rise, a move typically welcomed by markets. Earnings Sentiment: Corporate earnings outlooks are improving on aggregate, suggesting resilience and optimism amid easing tariff concerns. 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.
GVA Market Insight | 4.30.25
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