Quality Insights for Smarter Investing
Market Commentary: January 22, 2024
There is Value in Dividend Growers Dividend paying stocks significantly underperformed the broader markets in 2023. The S&P Dividend Growers Index[1] returned a respectable 14% on an absolute basis, which paled in comparison to Read More →
Haverford 2024 Annual Outlook
Haverford's research and executive leaders analyze the current market landscape, outlining key expectations for 2024, and Chairman & CEO Joe McLaughlin shares his Haverford State of the Union. Our expert team explores the previously Read More →
Wealth Planning Resources: Year-End Reminders
As we approach the end of the year, it is the opportune time to review your personal wealth picture, strategically plan for the future, and make any last-minute contributions or financial moves before year-end Read More →
Market Commentary: November 21, 2023
Happy Thanksgiving The markets have been given a genuine reason to be thankful due to a handful of benign economic data points following a less than stellar third quarter earnings season. Almost everywhere we Read More →
Market Commentary: October 24, 2023
Confidence Amidst Uncertainty By Tim Hoyle “A range of uncertainties, both old and new, complicate our task of balancing the risk of tightening monetary policy too much against the risk of tightening too little,” Read More →
Haverford 2023 Fall Outlook
By: Tim Hoyle, CFA, Chief Investment Officer Markets suffered losses in the third quarter as investors navigated a series of incrementally negative economic data points[1] and rising bond market yields. The yield on the Read More →