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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….


Don’t Let History Derail Your Financial Future

The Great Recession had an enormous impact on our economy and while we’ve made strides since the downturn, there is one group that continues to feel the effects of this event. 56 percent of millennials report their investment decisions are strongly influenced by 2007-2008, according to a 2017 Legg Mason Global Investing Study. This was the first major pullback that this generation lived through, and it’s impacting their investment decisions today.

However, one recession shouldn’t drive future investment decisions. Investing, and starting early, is essential to securing one’s financial future. There are a few things millennials should focus on…


2017 Investing Outlook

Summer is always a good time to pause and get a sense of where the market stands and where it’s going. Therefore, we’d like to provide you with a brief mid-year update. At a glance, our outlook for 2017 is positive. Drilling down by sector, it’s no surprise that technology has stolen the show. I recently spoke with Reuters on this, noting that despite some apprehension about stretched valuations, we expect the tech sector to provide double-digit growth in the second quarter.

While the tech industry’s growth excites us, we do not simply rely on one over-performing sector to…


Should Estate Planning Be a Family Affair?

Over the last few years, there have been quite a few headlines that have brought estate planning to the forefront. Remember the unfortunate situations with Prince, Robin Williams or even James Gandolfini – when they passed they did not have solid estate plans in place, which inevitably led to a nightmare for their loved ones who were left to deal with lengthy legal battles and familial disputes. Below, we take a look at a couple of reasons why these plans are usually overlooked, and best practices that not only individuals should consider, but entire families as…

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