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Check out articles on financial topics by Girard advisors.

VIDEO: Girard Investment Currents - July 2020

Tim Chubb, Chief Investment Officer, and Jim Jacobson, SVP and Wealth Advisor, recap the first half of the year...Watch the Video

Investment Currents: Rebuilding U.S. Infrastructure

Over the past few months, COVID-19 has brought about unprecedented and abrupt change and challenges to many aspects of our lives. It has changed how we work, how we travel...Read More

Investment Currents: COVID’s Impact on Real Estate

As the globe continues to grapple with the COVID-19 pandemic, we have seen our lives change in ways we never imagined. People can no longer meet, work, eat, shop and socialize...Read More

VIDEO: Girard Investment Currents - June 2020

Tim Chubb, Chief Investment Officer, and Jim Jacobson, SVP and Wealth Advisor, discuss recent market events as we head into...Watch the Video

To Roth or Not to Roth - That is the Question

Have you considered transitioning a traditional IRA to a Roth IRA? One potential silver lining to the recent market volatility is that the tax impact of doing that conversion could...Read More

Alternative Solutions to Help You Plan for the Unexpected

Liquidity. Debt. Cash flow issues. Market volatility. For many, thinking of these concepts invokes feelings of uneasiness or anxiety. Despite best efforts to plan for the contrary...Read More

Five Reasons Why a Financial Plan is Important During a Crisis

“Are we going to be OK?” This is a question many families and individuals are forced to ask themselves in an environment where the market remains volatile, the job market is...Read More

VIDEO: May Market Update from Tim and Jim

Tim Chubb, Chief Investment Officer, and Jim Jacobson, SVP and Wealth Advisor, discuss current market events...Watch the Video

Have You Considered Long-Term Care Insurance?

Being at home for the last few months has allowed us the time to review our insurance costs and coverages. Many of us are missing long-term care (LTC) insurance...Read More

Stuck at Home Estate Planning

There is no doubt that we are going through uncertain times but being stuck at home can provide the perfect opportunity to review your pertinent estate planning documents. While this may not sound glamorous...Read More

A Time for Philanthropy

As the clouds of the current economic storm become less dark and the rain less deafening for some of you, consider talking to...Read More

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