As the Season Changes, So Should Your Bond Allocation As the Season Changes, So Should Your Bond Allocation

William F. Van Sant III, CFP®, Senior Vice President, Sales Manager, Univest Investments, Inc.

Bonds thrived as our economy experienced several downturns including the Great Recession of 2008. As a result, bonds produced higher-than-average returns and investors were very happy. Will this continue? Most likely not.

A Philanthropic Tool for Business A Philanthropic Tool for Business

Barry L. Stoltzfus, Executive Director, Univest Foundation

One often-overlooked philanthropic tool available during these difficult economic times is a donor-advised fund in the name of the giver's company. With a Univest Foundation business donor-advised fund, donations can be spread out over time.

Administration Delays Employer Mandate Until 2015

Administration Delays Employer Mandate Until 2015

Kristen Dougherty, Senior Vice President, Sales Manager, Univest Insurance, Inc.

A significant part of the Affordable Care Act (ACA) includes the employer mandate, which requires businesses with 50 or more employees to offer insurance to all employees working a minimum of 30 hours per week as of January 1, 2015, or pay a penalty. What should employers plan to do?

Expand Your Business
with International Exports Expand Your Business with International Exports

Hugh Connelly, CFA, President, Univest Capital, Inc.

As the United States continues through another 2% GDP growth year, many businesses are beginning to look overseas for sales growth, and for good reason.

Univest Investments Opens New Headquarters in Souderton

Univest Investments Opens New Headquarters in Souderton


Univest Investments, Inc., celebrated the opening of its new headquarters at 41 W. Broad Street, Souderton, with a traditional ribbon-cutting ceremony.

The New GASB Accounting Changes and Your Pension Plan

The New GASB Accounting Changes and Your Pension Plan

Michael Davisson, Vice President and Senior Financial Advisor, Municipal Pension Services, Univest Bank and Trust Co.

As the saying goes, "the only thing that is constant is change," and the municipal pension world is no exception.

Invest in Cash Management Services

Invest in Cash Management Services

Philip C. Jackson, President, Corporate Banking, Univest Bank and Trust Co.

One investment every company should make is in quality, cost-effective cash management services. Good cash management services can improve your operating performance in three key ways.

Ensure Your Safety Online
At Univest, we are committed to protecting your personal and financial information. As your financial partner, we strive to provide you with the tools you need to manage and safeguard your assets. Awareness is one of the best ways to help protect against fraud and identity theft. Please visit www.univest.net/security-center to learn more.

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