Skip Navigation Download Adobe® Acrobat Reader to view Portable Document Format (PDF).
aerial view of 2 individuals shaking hands across a table.


Check out articles on financial topics by Girard advisors.

VIDEO: Navigating Love and Money

Jordan Sowhangar, Wealth Advisor and Certified Financial PlannerTM, and Brian Hungarter, Wealth Advisor, share their advice for how to navigate discussing money with your loved ones so you can...Watch the Video

Adapting Your Financial Plan Ahead of Changing Policy

Many people are unsure how the incoming administration’s economic policy will impact them and are concerned about rising taxes. While Biden has committed to not raising taxes for individuals earning less than $400,000 per year, it may be a good idea to...Read More

VIDEO: Estate Planning Considerations

Eva Victor, Director of Wealth Planning, and Brian Hungarter, Wealth Advisor, discuss the importance of estate planning...Watch the Video

Girard Investment Currents LIVE - January 2021

Timothy Chubb, Chief Investment Officer, and Chris Briscoe, VP and Wealth Advisor, as they review 2020, discuss the state of the economy and share expectations for the year ahead...Watch the Video

Man and woman embracing on beach.

Six Financial Blind Spots to Avoid in 2021

The start of each year provides a great opportunity to set new goals. Given the hardships of 2020, many people experienced financial setbacks which makes it even more important to review where you have been and to look forward and create objectives that can...Read More

Three Questions Financial Advisors Hear the Most

There are some questions that are asked frequently by clients. Here are our answers to the three most common questions...Read More
Mother holds her son as father smiles upon them from behind.

Ensure Your Beneficiary Designations are Integrated with Your Estate Plan

Estate planning involves the use of many tools to transfer assets to beneficiaries and heirs. However, the disposition of many assets following an individual's death may be directed not by Will, trust...Read More

Estate Plan Review Checklist

The start of the year is a great time for reflection. It’s an opportunity to assess the past year and focus on important decisions about the future...Read More

VIDEO: Girard Investment Currents - December 2020

In December’s Investment Currents, Tim Chubb, Chief Investment Officer, discusses the recent market moves in response to...Watch the Video

Donor Advised Funds: Charitable Tax Benefit Today & Legacy For Years To Come

In a year where the need for holiday cheer is at a highpoint, it’s finally that magical time of year. While the logistics of celebrating may look slightly different in 2020 as compared to years past, one thing that...Read More

Estate Planning for Singles

Estate planning for married couples is often quite elementary. Wills are written giving all property to the surviving spouse or, if your spouse predeceases, to the children. If incapacity planning is desired...Read More

End of Year Financial Planning Tips - Pandemic Style

While we have focused on social distancing, masks, and media headlines for most of this year, it is time to direct our attention to our finances. It is important to review what should be done by year-end...Read More


For additional articles about financial topics from Girard advisors, click here.