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

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

Rising Treasury yields are putting pressure on the dividend stocks many retirees rely on for income. Chief Investment Of...
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

10/05/2026

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.

Start early, stay organized and finish the year with confidence! 📝 Take a look at important milestones in your tax-plann...
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

How is the AI data center boom affecting municipal bonds? Timothy Chubb, Chief Investment Officer at Girard, a Univest F...
09/16/2026

How is the AI data center boom affecting municipal bonds? Timothy Chubb, Chief Investment Officer at Girard, a Univest Financial Wealth Division, recently shared his perspective on the potential impact on borrowing costs and what the trend could mean for neighboring communities and investors with Forbes.
Read more: https://www.forbes.com/sites/brandonkochkodin/2026/09/14/the-strange-way-data-centers-are-showing-up-in-the-muni-bond-market/
Media disclosure: https://www.meetgirard.com/media-disclosure

Amid earnings, the AI boom and the war in the Middle East, investors continue to face uncertainty in the market. Timothy...
09/11/2026

Amid earnings, the AI boom and the war in the Middle East, investors continue to face uncertainty in the market. Timothy Chubb, Chief Investment Officer of Girard, a Univest Financial Wealth Division, weighs in on these concerns with The Wall Street Journal. Read more here: https://www.wsj.com/finance/stocks/u-s-stocks-fall-as-war-escalation-oil-spike-continues-8e83817c?mod=author_content_page_1_pos_1

*A subscription may be required to view the article.
Media disclosure: https://lnkd.in/eqHBg6bd

Address

555 Croton Road
King Of Prussia, PA
19406

Telephone

+16102282805

Website

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.

Shortcuts

Share

Category