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Insight on Recent Market Volatility

In our view, the recent stock market pullback is not consistent with our current fundamentally strong global economic environment. This sell-off has partially been the result of strong data, which has prompted the Federal Reserve to announce plans to raise rates more quickly in the coming quarters, in addition to periodic geopolitical friction with a focus on tariffs, China, and oil. We see this recent market performance as similar to a normal correction after a strong rally.

While many of these forces could present uncertainty in the markets in the near-term, we do not believe this downturn is here to…


Q4 Investment Outlook

The Investment Committee of the Univest Wealth Management Division, under the direction of Timothy Chubb, Chief Investment Officer, recently met to review and update key performance indicators in order to chart its strategy for the remainder of the year. In the final quarter of 2018, the Committee expects to see a healthy U.S. economy and continued geopolitical uncertainty which may limit asset returns.

The following is the updated outlook as we head into the fourth and final quarter of 2018.


Every forecast is predicated on the information currently available and subject to the…


Q3 2018 Investment Outlook

The Investment Committee of the Univest Wealth Management Division, under the direction of Timothy Chubb, Chief Investment Officer, recently met to review and update key performance indicators in order to chart its strategy for the remainder of the year. In the second half of 2018, the Committee expects to see a healthy U.S. economy and, at this point, continued geopolitical uncertainty which may limit asset returns.

The following is the updated outlook as we head into the third quarter of 2018.

Every forecast is predicated on the information currently available…


Is Market Volatility Back?

Over the last few weeks, I’ve been talking with clients, family and friends about their thoughts regarding the stock market. The majority of conversations have revolved around recent volatility. Many people cited resources such as CNBC, Facebook, Twitter and the radio warning of volatility. But are we truly in a volatile market?

A Google search for “definition of volatility” resulted in about 92 million results so let’s stick with the traditional dictionary definitions. Merriam-Webster says the definition of volatility is the quality or state of being volatile, such as a tendency to change quickly and unpredictably. The Oxford…


Q2 2018 Investment Outlook

The Investment Committee of the Univest Wealth Management Division, under the direction of Timothy Chubb, Chief Investment Officer, recently met to review and update key performance indicators in order to chart its strategy for the coming quarter. In the coming year, we expect to see a healthy U.S. economy and, at this point, modest equity returns given current stock market valuations.

The following is the Committee’s outlook for 2018.

Every forecast is predicated on the information currently available and subject to the risk of unforeseen events, and ours is no exception. Our outlook…


Investing 101: Fundamentals to Consider

Financial literacy is incredibly important, but a 2015 S&P Global FinLit survey covered by Forbes showcased alarming stats – only 57 percent of U.S. adults are financially literate. Individuals are much more likely to tee themselves up for financial success if they understand basic components of wealth management. In this article, we’ll dive into a primer about investing, the misconceptions surrounding this effort and how individuals can easily incorporate an investing strategy into their life.

One of the biggest mistakes we see investors make is chasing yield and not considering the underlying business or why the dividend yield is…


The Importance of Aligning with the Right Wealth Firm

Given recent industry headlines about other bank wealth management firms, we want to stress the importance of working with the right firm – it is the critical first step when it comes to your financial success. At Univest Wealth Management, our clients’ best interests are the number one priority. We operate under this standard every single day. It’s our fiduciary responsibility to make sure our clients are in a position to benefit from our advice.  

When choosing a wealth management firm, make sure it is with a company…


How a Basketball Bracket Can Guide Investing Strategy

Picking the right investment strategy to meet your financial goals may seem as challenging as predicting which team will win the annual NCAA tournament. However, there are a few ways that picking an accurate March Madness bracket parallels a successful investing strategy. Here are a few tips to keep in mind:

Look for a solid coach. A good way to successfully create a bracket is by selecting teams that have a coach with a solid track record. This is also true for your investment strategy – set yourself up for success by working with a qualified, experienced investment advisor. Think…


Insight on Market Volatility

After an exceptionally strong start to the year fueled by above-trend global economic and corporate earnings growth, the S&P 500 finished January with a 5.6% total return.

In the last two trading days, equity markets around the globe sold-off after digesting Friday’s very strong January payroll report, among other reasons. In addition to the economy adding 200,000 jobs, average hourly earnings jumped 2.9% on an annualized basis. This was the best gain since the early days of this remarkably sluggish recovery which began in March 2009.

While this wage growth is still markedly below the long-term average, it fueled investor worry…


2018 Investment Outlook

The Investment Committee of the Univest Wealth Management Division, under the direction of Timothy Chubb, Chief Investment Officer, recently met to review and update key performance indicators in order to chart its strategy for the coming quarter. In the coming year, we expect to see a healthy U.S. economy and, at this point, modest equity returns given current stock market valuations.

The following is the Committee’s outlook for 2018.

Every forecast is predicated on the information currently available and subject to the risk of unforeseen events, and ours is no exception….

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