Girard, a Univest Wealth Division

Girard, a Univest Wealth Division Girard, a Univest Wealth Division, is a full-service wealth advisory firm backed by the strength and

Happy ! All Girard offices will be closed today, September 7. We will resume regular business hours tomorrow, September...
09/07/2026

Happy ! All Girard offices will be closed today, September 7. We will resume regular business hours tomorrow, September 8.

How can advisors help clients through the financial challenges of caring for both their parents and children? James Jaco...
08/26/2026

How can advisors help clients through the financial challenges of caring for both their parents and children? James Jacobson, Senior Vice President and Manager of Wealth Services at Girard, a Univest Financial Wealth Division, explains how you can still save for retirement and manage your household finances despite being part of the "sandwich generation." Check out his insight here: https://lnkd.in/ggm-725q

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Media disclosure: https://lnkd.in/eqHBg6bd

08/20/2026

AI continues to be one of the market's most powerful investment themes, driving unprecedented demand for semiconductor infrastructure and reshaping market leadership.

In our latest video, we explore the AI "Boom Loop," the memory-chip bottleneck fueling recent gains and the opportunities and risks investors should be watching as the AI supercycle evolves.

🎥 Check out the insight from Timothy Chubb and Thomas Miller.

During National Make-A-Will Month, consider how your estate plan fits into your overall financial strategy. 🧡 A thoughtf...
08/19/2026

During National Make-A-Will Month, consider how your estate plan fits into your overall financial strategy. 🧡 A thoughtful estate plan can help protect your family and preserve the legacy you've worked hard to build. 💸 Our team of experienced advisors can help align your estate plan with your financial goals. Schedule a conversation: https://appointments.meetgirard.com/s/

If you want to donate to nonprofits, do it strategically! 🎯 If you need to rebalance your portfolio and will be selling ...
08/17/2026

If you want to donate to nonprofits, do it strategically! 🎯 If you need to rebalance your portfolio and will be selling appreciated stock, capital gains tax will be triggered on profits. Instead of selling, you could consider donating shares directly to charities. Those nonprofits can then sell those stocks tax-free. This is a useful way to rebalance your portfolio while supporting causes important to you. 🤲

Our advisors can help you determine the best approach for your unique situation. Schedule an appointment to learn more: https://appointments.meetgirard.com/s/

08/12/2026

In our latest video, Chief Investment Officer Timothy Chubb and Director of Investment Strategy Thomas Miller discuss economic growth, inflation, the labor market and what the Fed's next moves could mean for markets.

🎥 Watch the full discussion:

A well-crafted estate plan is only part of the story. The real test? How it holds up over time. Even thoughtful plans ca...
08/12/2026

A well-crafted estate plan is only part of the story. The real test? How it holds up over time. Even thoughtful plans can run into challenges without clear ex*****on strategies.
Our latest article shares practical considerations to help ensure your plan works as intended. 👉 Learn more: https://www.meetgirard.com/blog/beyond-the-documents-ensuring-your-estate-plan-works-in-practice-MCRMW5HJT6OBFZ7ONYAPUYMCHQ5E?utm_campaign=2026-girard&utm_source=facebook&utm_medium=organic-social&utm_content=blog

A fiduciary financial advisor is legally required to act in your best interest, unlike non-fiduciary financial professio...
08/05/2026

A fiduciary financial advisor is legally required to act in your best interest, unlike non-fiduciary financial professionals who only need to recommend "suitable" products that may benefit themselves through commissions.

Learn more about the importance of choosing the right financial advisor: https://www.meetgirard.com/blog/what-is-a-fiduciary-financial-advisor-and-do-you-really-need-one-MCDR4TQT3K6RAHDMGSW6OPWTHQOM?utm_campaign=2026-girard&utm_source=facebook&utm_medium=organic-social&utm_content=blog

07/29/2026

The S&P 500 rebounded more than 16% from its March low to reach new record highs in Q2, fueled by easing geopolitical tensions, lower oil prices and strong corporate earnings. While the rally highlights how quickly markets can recover, ongoing geopolitical and energy-market risks remain worth watching.

🎥 Watch Timothy Chubb and Thomas Miller discuss the quarter's key market developments and what may lie ahead.

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Timothy Chubb does not hold a position in SpaceX. Girard does not invest in this company as part of a financial plan for its' clients. Timothy Chubb holds a position in Micron. Girard invests in this company as part of a financial plan for its' clients.

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