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.

Screenshot of Brian Hungarter and Marc Balcer discussing the intersection of emotions and investing.

How Do Emotions Influence Investing?

Are recent market changes triggering your fight or flight response? Learn more about the intersection of emotion and investing in this video with Marc Balcer, Director of...Watch the Video

Three Common Life Insurance Tax Pitfalls to Avoid

Life insurance is a staple of many financial plans for many reasons - and when structured properly, life insurance possess a number of unique favorable tax characteristics. Policyholders can...Read More
May 2022 Investment Current Video screenshot.

Girard Investment Currents - First Quarter 2022

With the first quarter of 2022 behind us, Timothy Chubb, Chief Investment Officer, provides insight into market performance and outlook in this five-minute video. He briefly...Watch the Video

Older couple sitting together at computer.

To Distribute or Not? That's the IRA Question

Effective January 1, 2022, the IRS issued new life expectancy tables. It makes sense because people are living much longer thanks to modern-day medical treatments. It has been two decades... Read More
Couple sitting together at home looking at a tablet.

Six Tips for Your Financial Plan

Many people begin the year with financial resolutions, but with the first quarter of 2022 behind us, it’s quite possible those good intentions have already fallen by the wayside. Now is a great time...Read More 
Screenshot of March wealth planning video with Brian Hungarter and Timothy Chubb.

Wealth Planning and Portfolio Management

How does portfolio management fit into your wealth plan? Timothy Chubb, SVP and Chief Investment Officer, and Brian Hungarter, Vice President and Wealth Advisor, share insight on recent...Watch the Video
Screenshot of portfolio management video with Timothy Chubb and Brian Hungarter.

Portfolio Management 101

What is portfolio management and why is it important? In this 5-minute video, Timothy Chubb, Chief Investment Officer, and Brian Hungarter, Vice President and Wealth Advisor, discuss...Watch the Video

Archives

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