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COVID-19 Information Hub

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 your wealth advisor about how you may assist those for whom the storm still rages... Continue Reading

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... Read More

What We're Hearing from Our Clients

Our advisory team has been receiving questions from our clients during this recent market volatility associated with the COVID-19 pandemic. Drawing on our combined years of experience... Continue Reading

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

Girard Town Hall Call

Listen as Tim Chubb, Chief Investment Officer, and Jim Jacobson, SVP and Wealth Advisor, discuss the global economy and capital markets amid the COVID-19 outbreak as well as provide context and perspective to the recent market volatility.*


Rest Assured. We Are Here.

As you are aware, the Centers for Disease Control (CDC) is responding to an outbreak of respiratory disease caused by a novel (new) coronavirus that was first detected in Wuhan City, Hubei Province, China and which has now... Read More


*This video is for general informational purposes only and is not intended to provide legal, tax, accounting or financial advice. The information in this video, and any opinions expressed therein, do not constitute a recommendation or an offer to buy or sell any security or financial instrument. Viewers should consult with their financial and/or legal professionals before making any financial decisions.