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

With summer underway, families are planning their trips to the shore, from day trips to week-long getaways. For many, ex...
06/11/2026

With summer underway, families are planning their trips to the shore, from day trips to week-long getaways. For many, expenses can add up quickly amid higher costs for travel, lodging and dining. 🏖️

Chris Briscoe, Vice President and Director of Financial Planning at Girard, a Univest Financial Wealth Division, joined PHL17 to discuss what’s driving vacation inflation and share practical ways families can keep expenses manageable while still making the most of their summer plans. Watch the full clip here: https://phl17.com/phl17-news/phl17-segments-shows/sun-sand-and-savings-how-to-spend-less-at-the-shore-this-summer/

Media disclosure: https://www.meetgirard.com/media-disclosure

Many investors already have crypto exposure; they just don't know it. Timothy Chubb, Chief Investment Officer at Girard,...
06/10/2026

Many investors already have crypto exposure; they just don't know it. Timothy Chubb, Chief Investment Officer at Girard, a Univest Financial Wealth Division, explains that many well-known companies across financial services and trading have meaningful ties to the cryptocurrency market. That means a diversified portfolio may already be working for you in the digital asset space. As crypto ETFs and funds continue to expand, understanding how you're exposed is just as important as deciding if you want to be. Read the full* The Wall Street Journal article: https://www.wsj.com/finance/currencies/crypto-exposure-etfs-funds-a23ca52c

*A subscription may be required to view the article.
Media disclosure: https://www.meetgirard.com/media-disclosure

Reminder: Don’t miss this our free online webinar Wednesday, June 10, 2026, at 10:00 a.m. EST: Protecting Your Wealth Wh...
06/08/2026

Reminder: Don’t miss this our free online webinar Wednesday, June 10, 2026, at 10:00 a.m. EST: Protecting Your Wealth When You, Your Spouse or a Loved One Has Dementia. We'll walk you through the steps families often wish they'd taken sooner, from legal safeguards and asset protection, to spotting the warning signs of financial exploitation.

No matter where you are in the process, planning ahead or already navigating a diagnosis, this session was built for you. Register here: d03be1b8-0266-4074-9aef-3bea8c9582ed@b4b42b22-97c3-48ef-884d-2f237faa6a66" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/d03be1b8-0266-4074-9aef-3bea8c9582ed@b4b42b22-97c3-48ef-884d-2f237faa6a66

Money can be one of the hardest conversations for parents to have with adult children, especially when they want to help...
06/04/2026

Money can be one of the hardest conversations for parents to have with adult children, especially when they want to help without overextending themselves. Christopher Briscoe, Senior Vice President and Director of Financial Planning at Girard, a Univest Financial Wealth Division, spoke with Kiplinger about how parents can offer financial support while protecting their own savings.

Read more here: https://www.kiplinger.com/personal-finance/spending/helping-adult-child-without-hurting-your-nest-egg
Media disclosure: https://www.meetgirard.com/media-disclosure

If someone you love has been diagnosed with dementia, you're probably asking hard questions right now:• Who can make fin...
06/01/2026

If someone you love has been diagnosed with dementia, you're probably asking hard questions right now:

• Who can make financial decisions if they can't?
• How do we protect our assets?
• What happens to long-term care costs?
• Are they at risk of financial exploitation?

We're hosting a free online webinar Wednesday, June 10, 2026, at 10:00 a.m. EST to help you answer all of these with clarity, not confusion. Share this with anyone who may be in need of guidance. Register at the link below.
d03be1b8-0266-4074-9aef-3bea8c9582ed@b4b42b22-97c3-48ef-884d-2f237faa6a66" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/d03be1b8-0266-4074-9aef-3bea8c9582ed@b4b42b22-97c3-48ef-884d-2f237faa6a66

05/28/2026

Q1 2026 was anything but quiet.

From a Supreme Court ruling on tariff authority to military strikes closing the Strait of Hormuz and oil prices surging toward $120/barrel — the first quarter tested investors at every turn.

But here's what the headlines missed:
- Q4 2025 earnings grew 13.9% (nearly double initial forecasts)
- Market leadership broadened, with small caps and value stocks outperforming mega-cap tech
- Historically, markets are higher 12 months after geopolitical shocks ~70% of the time

Our CIO, Timothy Chubb, breaks down what happened, what it means, and what we're watching most closely heading into Q2.

Watch the full https://www.meetgirard.com/blog/watch-first-quarter-2026-market-economic-update-MCR6OPVGYFGJAKRMWUVMIJF7SIPE

A dementia diagnosis doesn't just affect memory; it can put your finances, legal protections and life savings at serious...
05/26/2026

A dementia diagnosis doesn't just affect memory; it can put your finances, legal protections and life savings at serious risk. Join us for a free online webinar Wednesday, June 10, 2026, at 10:00 a.m. EST and walk away with actionable next steps.

We'll cover powers of attorney, trusts, long-term care costs and how to protect against financial exploitation. Space is limited, register now ➡️ d03be1b8-0266-4074-9aef-3bea8c9582ed@b4b42b22-97c3-48ef-884d-2f237faa6a66" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/d03be1b8-0266-4074-9aef-3bea8c9582ed@b4b42b22-97c3-48ef-884d-2f237faa6a66

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