Girard, a Univest Wealth Division

How have current events played a role in recent market activity? Timothy Chubb, Chief Investment Officer at Girard, a?Univest?Wealth Division, shares his thoughts on S&P and megacap performance with Reuters:?https://lnkd.in/g4_GzPXz Tim Chubb does not hold a position in NVIDIA, Girard Advisory Services does not invest in this stock as part of a financial plan for their clients. Disclosure:?https://brev.is/JcsWQ

Curious about the Girard experience? Join Kelly Regan as she sits down with Bill Van Sant and Chris Powers to discuss what sets our advisor relationships apart. From personalized strategies to specialized support, Girard's dedicated team can help lay the path for a meaningful financial journey. Watch now to see why transparency and trust are at the heart of everything we do: https://lnkd.in/gAx92EwM

“When we have an election that’s as divided and controversial as we’re currently experiencing, it’s important to take a step back. Be selective.” Timothy Chubb, Chief Investment Officer at Girard, a Univest Wealth Division, discusses how investors can navigate the market amid election concerns. Watch on Yahoo! Finance: https://lnkd.in/enmWK-SX Disclosure: https://brev.is/JcsWQ

A changing investment landscape has meant relying on just interest and dividends for retirement cashflow might no longer be enough. Total Return investing offers several valuable benefits including diversification, tax efficiency, inflation protection and flexibility. By supplementing traditional income sources with proceeds from investment portfolio sales, investors can build a sustainable and flexible long-term retirement approach. For more information on the Total Return Approach or if you have questions regarding your own strategy, visit meetgirard.com today.

As retirement approaches, many Americans believe they have missed the opportunity to work with a financial advisor. But no matter your age or stage in life, pursuing financial guidance can help transform uncertainty into a well-defined plan. Get insight on how to feel more secure in your future in this article: https://brev.is/gmjgc

The third quarter was a game-changer! Strong earnings, a solid, but slowing economy, and the first Fed rate cut fueled a surge in stocks and bonds. Investors embraced optimism, taking on more risk despite geopolitical tensions. As the quarter wrapped up, markets hit new highs, setting the stage for an exciting year-end! Watch this installment of Investment Currents for a thorough recap on the third quarter from Marc Balcer, SVP and Director of Investment Strategy for Girard, a Univest Wealth Division.

“I think rates are moving durably lower over the next 12 months.” Timothy Chubb, Chief Investment Officer at Girard, a Univest Financial Wealth Division, discusses expectations for the Fed to pull off a soft landing for the economy with MarketWatch. https://lnkd.in/etQcbAat *A subscription may be required to view the article. Disclosure: https://lnkd.in/eq5bQJq9

With 75% of Gen Z learning personal finance tips from YouTube and TikTok, Vice President and Wealth Advisor, Jordan Sowhangar, CFP?, weighs in the dangers of following those directions without doing personal research or consulting a financial expert. Read the interview with Money here:?https://lnkd.in/e69Tf6w9 Disclosure:?https://lnkd.in/eq5bQJq9

We had a great time at our annual State of Univest meeting which brings together officers from across the #UnivestFamily. This is an important tradition that allows us to live out #UnivestWay Fundamental #4 - Invest in Relationships. We also embraced Fundamental #18 - Have Fun, with a hilarious game of Univest Family Feud. We then shifted gears to focus on excellence with a motivational keynote presentation from Afterburner featuring the fighter pilot mindset and methods for flawless execution. We are incredibly grateful for the opportunity to have an afternoon of connection, education and fun.

Todd Feder, Vice President & Senior Retirement Plan Consultant at Girard, a?Univest?Wealth Division, discusses why hiring a 401(k) fiduciary is key for plan sponsors to stay compliant & up-to-date: “If they do not have the expertise to oversee or monitor investments, then hiring a fiduciary can help ensure they meet ERISA guidelines.”:?https://lnkd.in/epH7HBdu Disclosure:?https://lnkd.in/eq5bQJq9