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Check out articles on financial topics by Girard advisors.

VIDEO: Estate Planning Considerations

Eva Victor, Director of Wealth Planning, and Brian Hungarter, Wealth Advisor, discuss the importance of estate planning...Watch the Video

Girard Investment Currents LIVE - January 2021

Timothy 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

Three Questions Financial Advisors Hear the Most

There 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 Plan

Estate 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

Estate Plan Review Checklist

The 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

VIDEO: Girard Investment Currents - December 2020

In December’s Investment Currents, Tim Chubb, Chief Investment Officer, discusses the recent market moves in response to...Watch the Video

Donor Advised Funds: Charitable Tax Benefit Today & Legacy For Years To Come

In 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

Estate Planning for Singles

Estate 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

End of Year Financial Planning Tips - Pandemic Style

While 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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