As the year comes to a close, we wanted to ask you, our customers and community members, which local nonprofit deserves our financial assistance. Through our Caring for Community Giveaway, we will randomly award $5,000 to a deserving, local, nonprofit organization nominated by the members of the community it serves.
As the year-end approaches, this is a good time to review your investment portfolio. It is important to maintain the desired risk and return levels and asset allocation in your portfolio.
We at Univest hope that as we send you this publication you are well under way with the recovery from the largest hurricane to reach the northeastern part of our country. We also hope that the impact on you was minimal, but more important, know that we are here to help you and our community in this time of need.
As more and more people and businesses
manage their finances online, the fight against Internet fraud
grows stronger. In fact, the federal government has released
new guidelines to help federally insured financial institutions,
like Univest, keep our customers' accounts more secure than