Girard, a Univest Wealth Division

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Girard, a Univest Wealth Division

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

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

05/29/2026

Despite inflation data, markets continue to rally, being outshone by strong earnings and Iran-U.S. peace deal news. Timothy Chubb, Chief Investment Officer for Girard, a Univest Financial Wealth Division, details what investors need to be mindful of beyond the headlines with Reuters: https://www.msn.com/en-us/money/markets/s-p-500-nasdaq-gain-on-report-of-middle-east-peace-deal-progress/ar-AA24ilds

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

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

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

05/25/2026

Today we remember and honor those who made the ultimate sacrifice for our country. In observance of Memorial Day, all Girard offices will be closed today, May 25.

05/19/2026

Your home is likely the largest asset you own. It also has a lot of sentimental value, so you need to be thoughtful about what you will do with it as you age. In this video, we explore the key differences between selling your property versus gifting it to loved ones, and how trusts can play a strategic role in your plan.

With the guidance of experienced advisors, you can create a roadmap that aligns with your financial goals and family needs. Connect with an advisor today: https://appointments.meetgirard.com/s/

05/13/2026

The old rules of retirement investing no longer apply. 🧓 In this article, we explore why the traditional retirement strategy of living solely off bond income is not doable for most in today’s economic environment: https://bit.ly/4qASWd9

05/11/2026

With AI driving the majority of economic and market growth, where can investors get involved, and what risks are associated with this imbalance? Timothy Chubb, Chief Investment Officer of Girard, a Univest Wealth Division, joins Schwab Network to share his insights: https://schwabnetwork.com/video/timothy-chubb-on-ai-driving-markets-and-the-risks-beneath

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

Timothy Chubb holds financial interests in NVIDIA and Micron. Girard invests in these companies as part of a financial plan for its' clients.

05/05/2026

Planning for retirement is important but planning for the legacy you want matters just as much. Recently, we helped a couple gain peace of mind by creating a holistic financial plan. Check out their story: https://bit.ly/4qLo1el

04/27/2026

Timothy Chubb, Chief Investment Officer at Girard, a Univest Financial Wealth Division, spoke with CNBC about the sharp market rotation in 2026, as tech and communication services rebound strongly since late March, while earlier leaders like energy, materials and consumer staples have lost momentum.

Read more here: https://www.cnbc.com/2026/04/22/the-much-hyped-great-rotation-out-of-tech-for-2026-may-be-over-already.html
Media disclosure: https://www.meetgirard.com/media-disclosure

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Telephone

+16102282805

Website

http://www.meetgirard.com/

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