Univest
A study conducted by The Vanguard Group in March of this year found that investors who utilize the services of an investment advisor can add 3% or more to investment returns versus do-it-yourself investors. The study, “Putting a Value on Your Value: Quantifying Vanguard Advisors Alpha,” examined the value an investment advisor brings to investment returns. The study found that there are five factors influencing this extra return:

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Univest
From the Target security breach to Russian hackers, the news has been inundated with reports of fraud and identity theft. These crimes are on the rise and pose a valid concern for consumers. So, how does fraud happen? And, what do we do to protect our customers?

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Univest
Thinking about getting your first credit card? Or, maybe you have a child headed off to college? Here are some tips to make your first credit experience a step toward a strong financial future.

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Univest
Millions of freshmen are about to embark on what may be the most exciting experience in their lives so far. Along with making new friends and picking classes, many of these students will also need a crash course in financial responsibility. Here are five tips to help budding scholars make smart decisions about money.

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Univest
As online shopping and electronic payment have become more commonplace, so has the number of identity thefts. According to a 2013 study completed by Forrester Research, 14.9 million US adults have been victim of identity theft in the 12 months prior to the completion of the study.

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Univest
As your wealth grows and portfolio management becomes increasingly complex, having someone assist you in preserving what you have built or assisting you in meeting retirement goals is important. Choosing a wealth management firm is an important decision that will not only affect you, but those who depend on you as well. Below is a list of six must-have traits for a financial advisor:

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Univest
Girard Partners, acquired by Univest earlier in 2014, is a wealth management firm dedicated to providing objective, unbiased advice, holistic planning and high-touch proactive service. Each month, one of Girard’s advisors will provide recent economic insights. For July’s recap, we welcome, Tim Chubb.

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Univest
After growing my wealth management business for 15 years, Univest acquired my firm, Girard Partners, in early 2014 executing upon its plan to grow its wealth management business and diversify its revenue and earnings sources.

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Univest
Summer is in full swing and thunderstorms can wreck some havoc. And, before we know it, winter will be here with snow and freezing rain that is tough on tree branches. So,if a tree does come down on your property, who is responsible for the cost of cleaning-up and repairing any damage caused by them? Here is a general summary of what your homeowners insurance may or may not cover.

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Univest
Have you ever rented a vehicle and found yourself being asked by the car rental agent, “Would you like to purchase our physical damage insurance?” If you’re like most people, you ask how much their insurance will cost and then upon hearing the daily insurance fee, you decide against it and hope for the best. This could be a mistake.

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Univest
In the state of Pennsylvania, two tort options are offered to personal auto policyholders – full tort and limited tort. Policyholders are required to choose one of the two tort options; however, they may not fully understand the difference between them. Since the premium for full tort is much higher, it is important to understand exactly what you are getting with the two options.

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Univest
Earlier this year, we launched a new program called Connecting with Community, an initiative that provides organized volunteer opportunities for our employees. Community is one of our core values and we continually strive to get involved and give back to the communities we serve. We have challenged our employees with a goal of volunteering 17,000 hours in 2014 and this new program is a great way to help us reach that goal while benefiting local organizations throughout our market area.

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