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

Blog

Check out articles on financial topics by Girard advisors.

Girard Investment Currents LIVE - April 2021

Timothy Chubb, Chief Investment Officer, reviews financial performance for the first quarter of 2021 and provides insight on the economic recovery, inflation and potential tax reform...Watch the Video

Photo of middle-aged couple reviewing their finances together.

Don't Try to Time the Market - Focus on Time in the Market

Some people see investing as a trip to the casino: they try to put money in and take it out at just the right times to reap huge returns at the ideal moment. However, investing isn’t a game of shorts — it’s about the long haul...Read More
Couple walking their dog and laughing

Should You Consider Using the Backdoor Roth IRA Strategy?

Should you consider converting traditional IRAs to Roth accounts? With individual tax rates at a low by historical standards and a pending reversion in 2026 to the higher rates that preceded the current tax law, it could be...Read More
Image of Chris Briscoe, VP and Wealth Advisor, and Timothy Chubb, Chief Investment Officer

VIDEO: Girard Investment Currents - March 2021

What’s been driving volatility in the market? In this video, Timothy Chubb, Chief Investment Officer, shares his insight on the economy, interest rates, the bond market and...Watch the Video
Couple reviewing their finances

The Benefits of a Revocable Living Trust

As you age, planning must be done for potential reductions in mental capacity. A general power of attorney naming a spouse or family member as agent is sometimes appropriate. However, when you have complex circumstances or no family members with...Read More
Image of Brian Hungarter, VP and Wealth Advisor, and Jordan Sowhangar, VP and Wealth Advisor.

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
Married couple looking at financial plans

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

Archives

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