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Should You Stay Invested This Summer?

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June investments eblast chartAs many know, there is an old saying that goes “Sell in May and Go Away” urging investors to sell their holdings in May and remain out of the market through October. The belief is that the summer months of the year produce lower gains than winter months. However, the truth in this theory has yet to be proven by market technicians.

It is important to remember that ...

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Dave Geibel was quoted in a Forbes article

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Dave Geibel was quoted in a Forbes article

“Get Your Millennials Off Your Payroll.”

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Why Work With Us?

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Why Work With Us?

We focus on what you value, not on what you’re worth.

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The Benefits of Working with a Millennial Financial Advisor

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The Benefits of Working with a Millennial Financial Advisor

As our industry sees the average age of a financial advisor rising, it is important to cultivate the next generation. At Univest, make it a priority to attract younger, diversified talent and are lucky to have a strong team of millennials who are poised to serve clients well into the future. Beyond longevity, there are a number of benefits for clients when they work closely with a millennial financial advisor. This generation of advisors tend to have a strong ...

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Millennials & Mentoring: The Importance of Workplace Connections

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Millennials & Mentoring: The Importance of Workplace Connections

For part two of our three-part series on millennial financial advisors, I asked our “next generation” of advisors the importance of mentorship which is a career element that seems especially significant to millennials. My team weighed in on how relationship-building with more experienced colleagues has begun to shape their careers and how a strong mentorship can propel a young advisor forward in today’s industry. 

  Nathan Rosenberg, wealth advisor associate
Muay Thai kickboxer, rock climber, ...

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Financial Services as a Career? Insight from Millennial Advisors

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Financial Services as a Career? Insight from Millennial Advisors

It’s no secret the financial services sector is an aging industry. According to industry reports and analysts, there are currently more financial professionals aged 70 and older than there are younger than 30. The inclusion of millennials into the financial sector is critical – both from a succession planning standpoint and because this unique generation offers a strategic relationship-building opportunity with young investors and clients over the long-term.

I checked-in with some of the millennial professionals here at Univest ...

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Behind the List with Bill Van Sant

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Behind the List with Bill Van Sant

Our Bill Van Sant answers “Behind the List” questions in Lehigh Valley Business and gives some insight on the ever-changing market and provides advice to investors

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How March Madness Can Guide Your Investment Strategy

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How March Madness Can Guide Your Investment 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 ...

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Love & Money: Tips to Avoid Financial Conflict

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Love & Money: Tips to Avoid Financial Conflict

This Valentine’s Day, couples might be wise to forego the extravagant presents and take the opportunity to get on the same financial page. According to a recent survey by the American Psychological Association, 31 percent of adults with a partner said money is a major source of conflict in the relationship. Most people know that money is a common area for couples to disagree, but few couples take the necessary steps to prevent money conflicts or right the financial ship ...

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Social Security Strategy

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Social Security Strategy

Deciding when to begin taking social security benefits is an extremely important decision in your retirement planning process. The optimal age to begin receiving your benefits depends on factors such as your income needs, life expectancy and your desired date of retirement. You are eligible to receive full social security benefits at your full retirement age which varies depending on your date of birth as shown below:

Year of Birth                                 Full Retirement Age

1943-1954                                      66
1955                                               66 and 2 months
1956                                               ...

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