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With community as one of Univest’s core values, we strive to provide meaningful volunteer opportunities for our employees through our Connecting with Community initiatives. Last week, a group of our employees volunteered with Mitzvah Circle Foundation in Lansdale, a non-profit organization that provides support, hope and dignity to individuals and families during times of crisis, poverty, homelessness and serious illness.

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Univest
Imagine an environment where you can sell based on the merit and importance of your products instead of how much your products cost. If a customer sees value in your product and thinks it will help their business there should be no reason for them not to make the purchase. The one factor that always prevents this from becoming a reality is price.

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Univest
In theses first couple months of 2015 we have seen a steady rise in debit and credit card fraud. From security breaches at retailers to online hackers, these crimes pose a valid concern for consumers. At Univest we take strict measures to protect your personal information and we actively monitor accounts utilizing sophisticated fraud detection software. However, it is also important for you to monitor your account activity for any suspicious or unauthorized charges. We offer a variety of tools to help you identify, prevent or deter incidents of fraud and identity theft, including:

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Univest
With six weeks of 2015 behind us, it is clear that we are beginning to see some economic growth. Many econometric measures are starting to reveal consistent growth. If this growth is sustainable, it is important to prepare for the liquidity requirements that will be necessary to support and grow your business. One of the key sources of liquidity is having access to bank credit. A working capital line of credit is an important tool to have available when the growth comes.

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Univest
We have seen in the employee benefits world that the Affordable Care Act (ACA) has initiated new employee counting, coverage tracking and reporting requirements for employers. Although the actual reporting will not be provided until early 2016, some of the data must be classified by month. So, now is the time to begin tracking this data.

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Univest
It’s easy for us to think of this year’s tax refund as free money coming to us courtesy of Uncle Sam. However, the truth of the matter is that the check you receive is a return of your own hard earned money. And since you’re going to get your own money back, why not use it to get ahead of your financial goals?

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Univest
As a financial planner, I find great joy in helping clients understand the ways they can achieve their goals. Univest Foundation, a 501 (c)(3) organization, provides an important bridge between individual donors and the charitable causes they want to support.

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Univest
As we head into the spring housing market, there is good news for homebuyers. Fannie Mae has recently announced two new loan products that can help homebuyers that have limited funds for a down payment.

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Univest
Over the holiday season, we saw the Dow finish up the year at 7.5%, the S&P 500 rose 11.4%, and NASDAQ soared 13.4%. 2014 was the third straight year that the S&P 500 scored double-digit gains. A winning streak like this has not occurred since the late 1990s. Since the start of the year, we have experienced volatility in the market with the Dow shedding 3.7%, the S&P 500 down 3.1%, and NASDAQ dropping 2.1%. Most affected by the increased volatility was the energy sector.

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Univest
It’s hard to believe one month of 2015 is already behind us. While 2014 was generally good to both stock and bond investors, 2015 will present different challenges and opportunities and you’ll want to make sure that you are prepared. To help do so, schedule a review of your investment assets. During the review, it is important to discuss the following:

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Univest
We are proud to support a variety of nonprofit organizations throughout our service area. In the past year, through our Committed To Local philanthropic giving program, Univest made contributions totaling more than $1.1 million dollars to support groups that make a positive difference in the communities in which we live, work and play.

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Univest
Preparing for retirement can seem like a daunting task, especially since there are two unknowns that make retirement planning particularly challenging: how long your retirement will be, and how your investments will perform during that time. Fortunately, there are resources and tools available to help you make educated decisions and build a clear retirement roadmap.

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