Save the Date!
5th Annual Univest Capital 5K
Saturday, April 27

Neshaminy State Park in Bensalem
Visit www.UC5k.com for details!

Tips for First-Time HomebuyersTips for First-Time Homebuyers

Barton Skurbe, Area Sales Manager, Mortgage Banking, Univest Bank and Trust Co.

There’s a lot to think about when buying your first home, but it doesn’t have to be overwhelming. By going into homeownership prepared, you’ll be assured you’re making a wise decision.


Dog Owners: Understand Your Liability Coverage

Christy D. Lightfoot, Senior Vice President, Univest Insurance, Inc.

For many people, dogs are a part of the family. So when dog bites occur, the associated liability claim and outcome – potentially having to give the dog away – can be heartbreaking.


Are Exchange-Traded Funds Right for Your Portfolio?

Randy Faulkner, Financial Advisor, Univest Investments, Inc.

If you listen to the financial news or pick up a financial magazine, you are sure to have seen or heard about exchange-traded funds (ETFs). Here is a brief overview of ETFs and mutual funds and how they differ.

computer keyboardProtect Yourself with Strong Passwords

Secure passwords are all about length and complexity. To help you to remember longer, more complex passwords, consider using a passphrase instead of a password.


Committed to Local

Your Partner in Financial Education

It is important for children to learn the value of money and importance of saving at an early age. And there’s more to understanding finances than putting change in a piggy bank and occasionally visiting the bank.


Planning for the Unexpected

John Kazary, Esq., CTFA, Vice President and Senior Financial Advisor, Univest Bank and Trust Co.

Although you expect and hope that you will never need anyone’s assistance in managing your affairs, an accident or unanticipated illness can quickly turn your life upside down. The time to plan for such contingencies is now.


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