Girard, a Univest Wealth Division

Home
United States
King of Prussia, PA
Girard, a Univest Wealth Division

Call Directions Website

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

11/02/2026

In the latest Girard Insights article, we look past the political headlines to discuss election-year volatility, the outlook for taxes and interest rates and the economic developments that could matter most through year-end: https://www.meetgirard.com/blog/midterm-elections-and-the-stock-market-what-investors-should-know-MCLZJ3VH5SOZC2BDMBDFC7WJJ2BA?utm_campaign=2026-girard&utm_source=facebook&utm_medium=organic-social&utm_content=blog

📣 The message for investors? Review the plan, not the portfolio.

10/21/2026

Is your financial advisor looking beyond your portfolio? The right questions can uncover opportunities around taxes, benefits, estate planning and retirement readiness. 🤔💭 Explore how the right conversations can help bring clarity 👉 https://www.meetgirard.com/blog/is-your-financial-advisor-asking-the-right-questions-MCNI3K6O2EVVDQDAJHUAOJ5E5KMM?utm_campaign=2026-girard&utm_source=facebook&utm_medium=organic-social&utm_content=blog

10/19/2026

If you have aging parents, a spouse, or are planning for your own future, understanding senior living options is essential. Our team of financial planners will discuss:

✓ The true cost of senior living
✓ Common funding strategies
✓ Long-term care considerations
✓ Key planning decisions that can impact your family's financial future

Planning ahead can provide more choices and less stress when important decisions arise. Register today: 929c61cd-7c62-4b45-805e-25a7df5c76de@b4b42b22-97c3-48ef-884d-2f237faa6a66" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/929c61cd-7c62-4b45-805e-25a7df5c76de@b4b42b22-97c3-48ef-884d-2f237faa6a66

10/13/2026

Many families don't start planning for senior living until a health event forces a decision.
Join our upcoming webinar to learn:

• The differences between independent living, assisted living and memory care
• Current costs and funding strategies
• Medicare vs. Medicaid coverage
• How to evaluate your options before a crisis occurs

Gain practical insights that can help you and your loved ones prepare with confidence.
Register today: 929c61cd-7c62-4b45-805e-25a7df5c76de@b4b42b22-97c3-48ef-884d-2f237faa6a66" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/929c61cd-7c62-4b45-805e-25a7df5c76de@b4b42b22-97c3-48ef-884d-2f237faa6a66

10/08/2026

Rising Treasury yields are putting pressure on the dividend stocks many retirees rely on for income. Chief Investment Officer of Girard, a Univest Financial Wealth Division, Timothy Chubb, explains why selling quality dividend payers at depressed prices to chase yield elsewhere can work against retirees. Check out his insight in what to look at instead in this article on CNBC: https://www.cnbc.com/2026/10/06/dividend-stocks-bond-yields-retirement-income.html

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

10/06/2026

Whether you're a young professional, a growing family or someone approaching retirement, a financial advisor offers guidance at every stage of your life. However, not all financial advisors are created equal.

Learn what a fiduciary financial advisor is, and why it matters: 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

10/05/2026

Are you getting the full value from your financial advisor relationship?

Many investors use their financial institution for investment management alone, but may be missing valuable services such as financial planning, estate planning support, tax-efficient strategies and coordination with trusted professionals.

In this conversation, Chris Powers and Michael Litz discuss how families can unlock more value from their financial relationships and why one simple question can make all the difference:
❓ "What services do you offer that I'm not taking advantage of?"❓

▶️ Watch the video to learn how a holistic approach to wealth management can help you make more informed financial decisions and better align your resources with your goals.

10/02/2026

Following September’s weaker-than-expected jobs report, Timothy Chubb, Chief Investment Officer at Girard, a Univest Financial Wealth Division, spoke with CNBC about the Treasury market’s reaction and why interest rates could remain higher for longer. Read the full article: https://www.cnbc.com/2026/10/02/treasury-yields-bonds-nonfarm-payrolls.html

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

09/28/2026

Start early, stay organized and finish the year with confidence! 📝
Take a look at important milestones in your tax-planning calendar and visit the link for an in-depth checklist to reference throughout the year: https://bit.ly/3VPn5Lg

09/25/2026

What's the impact of Fed rate hikes on the stock market and why high-multiple technology stocks may be particularly vulnerable? Timothy Chubb, Chief Investment Officer at Girard, a Univest Financial Wealth Division, shared his insights with Bloomberg. Read more: https://www.bloomberg.com/news/articles/2026-09-15/traders-game-plan-what-10-year-yield-at-5-spells-for-us-stocks
Media disclosure: https://lnkd.in/eqHBg6bd

Address

555 Croton Road
King Of Prussia, PA
19406

Telephone

+16102282805

Website

http://www.meetgirard.com/

Alerts

Be the first to know and let us send you an email when Girard, a Univest Wealth Division posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.