Olympic Metals

The Winter Olympics open this week in Milan, a global showcase of discipline, precision, and marginal gains measured in hundredths of a second. Yet one thing remains constant. Every event ends with athletes on a podium, medals draped in gold, silver, and bronze. The symbolism is universal. Gold represents supremacy. Silver rewards excellence just short of the peak. Bronze honors …

Tuesday’s Gone

“Tuesday’s gone with the wind”  –Tuesday’s Gone, Lynyrd Skynyrd, 1973   It has certainly been a rousing start to the New Year.  No sooner did the ball drop on Times Square and the President of Venezuela was making an unexpected visit to the United States, Iranian protesters were flooding into the streets, and sabers were rattling between the United States and …

Market Insights – A Noisy Start

Here are the highlights from the latest Market Insights video with Evan Coffey and Eric Parnell: Geopolitics have been noisy to start 2026 and could continue to produce headline risk, but financial markets continue to fade geopolitical shocks unless they become policy-driven.  Earnings remain supportive: Q4 results and forward EPS estimates point to continued growth, led by technology. Economic fundamentals will be …

Three Predictions for 2026

“Lengthy, uninterrupted booms, like the one in the 1920s, produce a collective delusion. Optimism becomes a drug, or a religion, or some combination of both. Propelled along by a culture of hot tips, one-of-a-kind deals, killer sales pitches, and irresistible slogans, people lose their ability to calculate risk and distinguish between good ideas and bad ones.”   – Andrew Sorkin, 1929  The …

2026 Outlook

As 2025 comes to a close and the holidays draw near, it is a good time to consider the economic and market outlook for the year ahead.  Let’s get right down to it. The economy.  For the last four calendar years, markets have been bracing for the inevitable economic recession that never seems to arrive.  “The second half of the …

Market Insights – Rate Cut

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 …

A Very Merry Melt-Up

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 …

Charleston

“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 …

7000

“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 …

How Soon Is Now?

“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 …