Finances on Tap - 2026 Market Outlook with Eric Parnell, CFA
2026-01-21 18:00 - 20:00 (America/New_York) | Pj Whelihan’s Pub, 4379 W. Swamp Rd, Doylestown, PA, 18901, United States
Event Recap
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Finances on Tap: Navigating Aging & Caregiving
2026-05-13 17:30 - 20:00
You’re invited to join us for a special edition of our Finances on Tap series—an evening designed to support those navigating the complexities of caring for aging parents or loved ones.
We’re pleased to welcome Karen Blutgen, LTC Supervisor with the Bucks County Area Agency on Aging, as our guest speaker. Karen brings extensive experience helping families understand the resources available to them and how to plan for the evolving needs of aging loved ones.
Please RSVP by 5/6 to reserve your spot.
We look forward to seeing you there!

Finances on Tap: Mid-Year Market Outlook | The Comeback, the Crowding, and the Caution Signs
2026-06-10 18:00 - 20:00
Markets have had quite a ride so far in 2026. After a tough stretch in March, major indexes have come roaring back, investor enthusiasm has returned, and certain areas of the market, especially companies tied to artificial intelligence and memory chips, have moved sharply higher.
But as we look toward the second half of the year, the picture is not quite that simple.
Join Ricardo Ferreira, Founding Partner and Portfolio Manager at Paragon Wealth, and Eric Parnell, CFA, Chief Market Strategist for Great Valley Advisor Group, for our next Finances on Tap event as we discuss what has been driving the market rebound, where investor enthusiasm may be getting a little crowded, and which caution signs we are watching as inflation, interest rates, energy prices, Fed policy, and election-year uncertainty remain in focus.
As always, this will be a practical, plain-English conversation designed to help you better understand what is happening in the markets, why it matters, and how we are thinking about portfolio positioning through the rest of 2026.

“Time is your friend, impulse is your enemy. ” – Jack Bogle

What We’ll Discuss
During this event, we’ll cover:

The market’s rebound after a difficult March
The surge in AI-related and memory-chip stocks
What a new Federal Reserve Chairman may mean for interest rates and policy
Why inflation and energy prices remain important risks
How mid-term election years have historically affected markets
What risks may not be fully priced into the market today
How investors can stay disciplined without ignoring real opportunities
and much more…
