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Blog

Check out articles on financial topics by Girard advisors.

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

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

Five Ways to Use Your Stimulus Check

Beginning last week, millions of Americans who qualified for a COVID-19 “Economic Impact Payment” began receiving these stimulus checks via direct deposit. Now what? Considering this is a one-time, tax-free payment, you must have a game plan on how you will...Read More

What's New Is Old and What’s Old Is New

The year 2020 began with much news and many “news.” It was not just a new year, but a new decade bringing with it new innovations, new candidates (and some old), new streaming services...Read More

What Does the CARES Act Mean for Retirement Accounts

The CARES Act was signed into law on March 27, 2020. We've addressed some of the relief provisions contained within the law that focus on retirement accounts affecting many investors...Read More

VIDEO: March Market Update from Tim and Jim

Tim Chubb, Chief Investment Officer, and Jim Jacobson, SVP and Wealth Advisor, discuss the current economic climate...Watch the Video
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Implications of the Coronavirus for Investors

The impact of COVID-19 will be felt in the coming months both from weakened demand, but also potentially leaving an impression on the global supply chain...Read More

VIDEO: February Market Update from Tim and Jim

Tim Chubb, Chief Investment Officer, and Jim Jacobson, SVP and Wealth Advisor, discuss timely topics that could impact investors...Watch the Video

VIDEO: Market Update from Tim and Jim

Tim Chubb, Chief Investment Officer, and Jim Jacobson, SVP and Wealth Advisor, sit down to discuss the January jobs report, climate change and retirement changes going into effect...Watch the Video
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New Year...New IRA Rules

The SECURE Act went into effect on January 1, 2020 and will most likely impact retirement planning for many individuals. We've addressed several of the key positive highlights...Read More

Hold a Financial "State of the Union" with your Partner

When planning the future with your partner, finances should be a top priority. I suggest couples hold a financial “State of the Union” meeting...Read More
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Learn from the Ghosts of your Financial Past, Present and Future

Don’t let the ghosts of your financial past haunt your financial future. By taking initiative today to correct early mistakes, you can create a blueprint that can help lead to financial stability...Read More
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Retire Early? What You Need to Do Today

According to Gallup, the average retirement age in America is 66. But what about those individuals and couples who want to retire early...Read More
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Why Investors Shouldn't Just Rely on the Dow

While we don’t want to demonize the Dow, we caution investors to avoid fixating on this particularly popular index...Read More
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Why Millennials Shouldn't Worry About a Possible Recession 

The Great Recession in 2008 “conditioned” millennials to become cautious when it comes to investments and financial plans...Read More
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Building a Financial Plan for a Child with Special Needs

If you have a child with special needs, failing to plan for the future can have a drastic impact on your child's security down the road. Creating an estate plan with a qualified attorney and building a financial plan can help secure your child’s financial future...Read More