Blog
Check out articles on financial topics by Girard advisors.
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VIDEO: Navigating Love and MoneyJordan 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
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Adapting Your Financial Plan Ahead of Changing PolicyMany 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
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VIDEO: Estate Planning ConsiderationsEva Victor, Director of Wealth Planning, and Brian Hungarter, Wealth Advisor, discuss the importance of estate planning...Watch the Video |
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Girard Investment Currents LIVE - January 2021Timothy 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 |
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Six Financial Blind Spots to Avoid in 2021The 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
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Three Questions Financial Advisors Hear the MostThere are some questions that are asked frequently by clients. Here are our answers to the three most common questions...Read More
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Ensure Your Beneficiary Designations are Integrated with Your Estate PlanEstate 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
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Estate Plan Review ChecklistThe 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
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VIDEO: Girard Investment Currents - December 2020In December’s Investment Currents, Tim Chubb, Chief Investment Officer, discusses the recent market moves in response to...Watch the Video
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Donor Advised Funds: Charitable Tax Benefit Today & Legacy For Years To ComeIn 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
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Estate Planning for SinglesEstate 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
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End of Year Financial Planning Tips - Pandemic StyleWhile 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
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