> archive
Univest
In a society where emailing and text messaging have become the common means of communication, our ability to effectively connect with customers on a certain level has been impacted. This reliance on technology to communicate may have caused some of us to overlook the power of the sales call. In sales, our main objective is to satisfy a customer’s needs, desires, and issues. There is no better way to do that than by connecting directly through a phone call.

Continue reading …
Univest
Do you ever feel like you are running on a financial treadmill, exerting effort yet seemingly getting nowhere? Here are ten tips to stay in great financial shape:

Continue reading …
Univest
Following the financial media can often cause a chuckle – we can find conflicting answers to any question about the markets! However, this uncertainty also creates frustration for many investors.

Continue reading …
Univest
With all of the activity surrounding open enrollment and year-end responsibilities, it’s easy to overlook the plan documents that are the origination of your employee benefits plans. These plan documents are not just required at the time of origination of your plans, but must be kept up to date to reflect the way your plans exist currently.

Continue reading …
Univest
You may find it hard to believe, but we are just days away from closing the books on the first quarter of 2015. And since setting our clocks ahead an hour, you will notice that the sun is out a little longer, the weather is getting warmer, and the ice and snow are finally melting. All of these signs are great reminders that old man winter has departed, spring is here, and your taxes are due on April 15.

Continue reading …
Univest
Do you ever wonder why it seems that the news media concentrates on negative news, rather than the positive? Researchers conducted an experiment in an attempt to explain this phenomenon. The results offered evidence of a so called “negativity bias” which is psychologists’ term for our collective tendency to hear and remember bad news. In our opinion, the media is aware of this tendency and, as a result, saturates our negativity bias with ever increasing amounts of bad news. This has the potential to create fear which can lead to poor decision-making including situations related to investing and financial plans.

Continue reading …
Univest
To celebrate the grand opening of our newest financial center located at 15 Swamp Road in Newtown, we’re hosting a community event at the new office from 10:00 a.m. to 1:00 p.m. on Saturday, March 21. We hope you can join us for free fun for the whole family that will include:

Continue reading …
Univest
During the last month, our group has come across investors who seem confused about advertisements and free lunch seminars promising a retirement strategy that is protected against market crashes. So, what exactly is this? The solution being offered is a fixed indexed annuity through an insurance company. While fixed indexed annuities may offer positive client benefits, an investor needs to know all of the details to make an informed decision on whether to invest or not.

Continue reading …
Univest
It’s always summer somewhere in the world, so don’t wait to start putting aside cash to finance your next warm-weather trip. Here are five ways to ensure your finances are healthy enough to handle a vacation.

Continue reading …
Univest
As the month of February came to a close, it was one of the coldest Februarys on record in the northeast United States dating back to the late 1800’s. New England had record amounts of snow and on average temperatures were 10 degrees below normal. The good news, energy prices have remained low, as oil and natural gas have come down significantly in price since peak highs in the middle of last year. Brent Crude, which is a measure of seaborne oil, peaked in July at about $107 per barrel, while today the level is near $52. The free fall in oil prices stems from oversupply and a world economy that is not growing and consuming oil as fast as supply output.

Continue reading …
Univest
Thinking about buying your first home? There are lots of resources available just for you – special mortgage programs, monetary grants to help with closing costs and the down payment, second mortgages, tax credits, and free education on buying, owning and maintaining a home. Below is an overview of some of the resources available. To learn more about what would work best for your situation it is a good idea to work with a trusted mortgage professional who can guide you through the process.

Continue reading …
Univest
Fraudulent tax returns were estimated to cost the IRS $5.2 billion in 2014, according to an audit by the Government Accountability Office. So far this year, Intuit, the company that makes Turbo Tax, and some states have seen an increase in suspicious filings and attempts by criminals to use stolen tax information to file fraudulent state tax returns and claim tax refunds. The risk is real.

Continue reading …
> archive
Other ways
to get Social


  • Univest
  • Univest
  • Univest
  • Univest