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Check out articles on financial topics by Girard advisors.

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Should You Leave Assets to a Loved One with Special Needs?

For more than 20 years, I’ve been fortunate to work with families who have children and adults with special needs. It is heartbreaking work at times because I am witness to the day-to-day challenges of life with a disability and for those providing...Read More
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Investment Currents: The Federal Reserve's Monetary Policy

Timothy Chubb, Chief Investment Officer, shares insight on what was discussed and what the Federal Reserve aims to accomplish with monetary policy tools...Watch the 10-minute video
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Investment Currents: Status of Economic Recovery and Inflation

Timothy Chubb, Chief Investment Officer, shares insight from the Girard Investment Committee on the economy and GDP as well as the state of the labor market and outlook for inflation...Watch the 10-minute video

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Investment Currents: Factors Driving Market Volatility 

Timothy Chubb, Chief Investment Officer, and Chris Briscoe, VP and Wealth Advisor, share insight on factors driving recent stock market volatility as well as expectations for the global economy and upcoming earnings...Watch the 7-minute video
Screenshot of third quarter 2021 investment currents video

Investment Currents LIVE - October 2021

Timothy Chubb, Chief Investment Officer, and Chris Briscoe, VP and Wealth Advisor, review financial performance for the third quarter of 2021 and share insight on the economic recovery, inflation, Federal Reserve monetary policy and recent stock market volatility....Read More
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Considering Real Estate as Part of Your Estate Plan

One of the most significant assets that people own at death is real estate – whether that be a primary home, vacation home, rental property, or any combination. For the most part, a basic estate plan and a family that gets along should be enough to...Read More
Photo of Timothy Chubb and Chris Briscoe discussing fixed income.

Fixed Income's Place in a Portfolio

What role does fixed income play in an investment portfolio? In this video, Timothy Chubb, Chief Investment Officer at Girard Advisory Services, LLC, shares his insight on...Watch the Video
Photo of Brian Hungarter and Chris Briscoe discussing when to contact a wealth advisor

Do You Need a Wealth Advisor?

Do you need a wealth advisor? Check out this video for some insight on if you should work with a wealth advisor and the factors to consider...Watch the Video

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Business Owners: Do You Know You're a Fiduciary?

The Secure Act 2.0 proposals regarding retirement programs and savings plans for employees have brought the administration of employer-sponsored retirement plans to the forefront of many business owners’ minds. This new legislation will...Read More 
Screenshot of Life Insurance Video showing Brian Hungarter and Curt Johnston

Demystifying Life Insurance

Does the topic of life insurance seem daunting? In this video, Curt Johnston, Vice President and Wealth Advisor, and Brian Hungarter, Vice President and Wealth Advisor, review the...Watch the Video
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Do You Know Where All Your Money Is?

When you think about where your money is located, what is the first thing that comes to mind? A bank checking account? An online savings account? An investment account? A workplace 401(k)? The motorcycle collection slowly growing...Read More
July 2021 Investment Currents Video Screenshot

Girard Investment Currents LIVE - July 2021

Timothy Chubb, Chief Investment Officer, and Chris Briscoe, VP and Wealth Advisor, review financial performance for the second quarter of 2021, provide market outlook and share insight on...Watch the Video

How Risk Tolerance Influences Your Financial Plan

This past year, market volatility prompted many investors to think about how much risk they’re willing to tolerate. An investor’s risk tolerance is how comfortable they are with potentially losing money in hopes of higher gains, depending on...Read More

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