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Check out articles on financial topics by Girard advisors.

Girard Investment Current Live - January 2022

Timothy Chubb, Chief Investment Officer, and Chris Briscoe, VP and Wealth Advisor, review financial performance for the fourth quarter of 2021 and share insight on...Watch the Video
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Employee Incentive in a Tight Labor Market: Offering a 401(k) Plan

More than 50% of U.S. business owners say it has gotten harder to find employees over the past year, especially with competition high for available workers. The need for...Read More

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Mistakes to Avoid During 401(k) and IRA Rollovers

It is hard to tell just how much the pandemic has changed the future of the way we work, but the past year has definitely seen a large number of people leaving their jobs for...Read More
Couple reviewing finances together at home.

IRS Announces Key Inflation Adjustments for 2022

Tax planning is all about thinking ahead. For many individuals, the approaching year end - and upcoming new year - is a time to explore efficient planning opportunities. On November...Read More

Planning for Charitable Giving

What is charitable giving and how might it fit into your financial plan? In this video, Eva Victor, Director of Wealth Planning, and Brian Hungarter, Vice President and Wealth Advisor, share important...Read More

Retirement Plan Contribution Limits Are Movin' On Up

As we cruise through the final quarter of 2021 and look forward to the holidays, we find that the IRS has given investors an early gift with their recent announcement of higher retirement plan contribution limits beginning...Read More
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It's Harvest Season - For Your Taxes

Farmers aren’t the only people who can benefit from a strong harvest at the end of every year. Investors, whether seasoned or new to the game, can take advantage of tax-loss harvesting as part of their end-of-year tax strategy for their taxable...Read More

Married couple looking at financial plans

Are Younger Investors Getting Sound Advice?

In the past few years, there has been a surge of online platforms and mobile apps that make investing in the stock market more accessible to average investors, and, in many cases, younger people. In fact, my 13-year-old son recently....Read More 
Couple discussing financial plans.

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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