Here are the highlights from the latest Market Insights video with Evan Coffey and Eric Parnell: The Federal Reserve: The Fed cut the effective federal funds rate by another 25 basis points at its December meeting. What may be more intriguing for investors is their Summary of Economic Projections, which outlines participants’ expectations for growth, unemployment, and inflation. Downside Risks: Three risks … Read More

November gave equity investors whiplash. The first three weeks were a grind lower with all three major indices slipping more than 2.50%. The tech-heavy Nasdaq was down more than 6%, while the S&P slid almost 3.50%. Then Thanksgiving week hit and markets ripped higher with the Dow leading the charge up 2.73%. What looked like the start of the worst … Read More

“Well we all need someone to lean on and if you want it, well you can lean on me”  –Let It Bleed, Rolling Stones, 1969  It has been a difficult past four weeks since late October through late November for the U.S. stock market.  After hitting new all-time highs less than 80 points shy of the 7000 mark back on October … Read More

“Charleston! Charleston! Made in Carolina. Some dance, some prance, I’ll say, there’s nothing finer. Than the Charleston, Charleston.”  –Charleston, James Price Johnson, 1923  Great Valley Advisor Group convened its latest Annual Advisor Conference at the Hotel Emeline in Charleston, South Carolina earlier this week.  The event was an opportunity for advisors, investment partners, and the GVA team to gather in one of … Read More

“There’s a point at 7000 RPM… where everything fades.  The machine becomes weightless.  Just disappears.  And all that’s left is a body moving through space and time.  7000 RPM.  That’s where you meet it.  You feel it coming.  It creeps up on you, close in your ear.  Asks you a question.  The only question that matters.  Who are you?”  –Carroll … Read More

“When you say it’s gonna happen “now”. Well, when exactly do you mean? See I’ve already waited too long. And all my hope is gone”  –How Soon Is Now?, The Smiths, 1985 The rapidly spinning revolving door of financial market news has its latest headline to transfix investor emotions.  The latest rumblings heading into the new trading week surround cracks in credit quality … Read More

Now you swear and kick and beg us that you’re not a gamblin’ man  Then you find you’re back in Vegas with a handle in your hand”  –Do It Again, Steely Dan, 1972  I recently had the opportunity to visit our GVA Advisors in Braintree, Massachusetts.  This week’s article is inspired by the great discussions we had about the melodic … Read More

Artificial Intelligence has moved from buzzword to backbone. It dominates headlines, moves markets, and is reshaping the future of technology and the economy. For most people, AI is already part of daily life, and its influence will only deepen. For equity markets the question is not whether AI matters but where the next wave of opportunity lies. The dominant players … Read More

Boy: “Hay una tormenta en camino.” Sarah Connor:  “What did he just say?” Gas Station Attendant: “He said there’s a storm coming in.”  Sarah Connor:  “I know.” –The Terminator, 1984  A different storm. Yes, Artificial Intelligence is increasingly taking over the world.  And while I’m not sure that NVIDIA will have perfected the chips in the next four years to … Read More

James Bond: “I admire your courage, Miss…?”Sylvia Trench: “Trench, Sylvia Trench. I admire your luck, Mr…?”James Bond: “Bond. James Bond.” –Dr. No, 1962 SPECTRE. The U.S. stock market is a relentless winner.  For nearly two decades since the financial crisis, stocks have been repeatedly confronted with all measures of danger and tight spots seemingly impossible to escape.  Whether facing down the … Read More