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Information to help prepare for the tax season

January 2020 With the beginning of the new year, we know you may have tax preparation on your mind. Please reference the general guide below to find out when you can expect to receive your tax forms. Form Purpose Expected Delivery 1099-R The Form 1099-R reports distributions from Individual Retirement Accounts (IRAs). Late [...]

2020-01-02T15:36:36+00:00January 2nd, 2020|

Behavioral Finance: What affects our decisions?

Every day we make thousands of decisions. Our brains absorb huge amounts of complex data, but we can’t possibly use all that information to make every decision.  So sometimes our brains use mental shortcuts to make decisions more efficiently—maybe not optimal, but fast and easy. Maxine Cuffe, CFA, Senior Research Analyst, spoke to a [...]

2019-06-14T15:35:49+00:00March 19th, 2019|

Pearls of Wisdom: Behavioral Finance

Overcoming Behavioral Biases in Search of Financial Security As human beings, we’re hard-wired to go with our gut, take action and sometimes overlook important details. It’s not always our fault; it is simply part of human nature. We call these tendencies behavioral biases, and they affect everything we do, including how we make decisions about [...]

2019-03-12T18:19:58+00:00March 8th, 2019|

The New Nonprofit: Leadership, Collaboration, and Impact

Nonprofit leaders face daily challenges carrying out their missions in an increasingly competitive environment. Ensuring an organization is positioned to succeed in the future requires having the appropriate resources and clearly defined strategies in practice today. The “New Nonprofit” must continually innovate and grow in order to survive and thrive in this constantly evolving [...]

2019-02-14T19:38:17+00:00January 15th, 2019|

Haverford 2019 Outlook

Investor’s don’t lack for issues to worry about. Foremost on the list are the FOMC and trade tensions with China. Issues that are less prominent but still meaningful include the potential waning of fiscal stimulus, a weaker housing market, automobile sales, consumer and corporate credit, geopolitical risks such as Brexit, the debt ceiling, and corporate [...]

2018-12-28T19:52:00+00:00December 28th, 2018|

Announcing the 2019 Haverford Speaker Series for Women

The goal of our 2019 HAVERFORD SPEAKER SERIES for WOMEN® events will be to challenge you to think about your Past, Present and Future. Our impressive slate of speakers will encourage you to think constructively about past decisions, while empowering you to achieve more in your present opportunities and inspire you to prepare for what’s ahead. [...]

2019-10-10T13:28:41+00:00December 20th, 2018|

The War to End All Wars: Foreign Intelligence and Espionage in the U.S. During WWI and Today

Edward A. Turzanski On November 7th, Ed Turzanski, a professor, radio and TV contributor, and political and national security analyst, was the featured presenter for the final installment of the 2018 Haverford Intelligence Briefing series.  Ed provided an in-depth look at how foreign states employed the espionage tradecraft of the day to try to [...]

2018-12-04T20:12:29+00:00December 3rd, 2018|

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