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 benchmark 10-year U.S. Treasury note rose by 80 basis points during the 3rd quarter to yield more than 4.6%, a Read More →
Thomas Bayer, Jr., CFP®, MT Senior Wealth Planner One of the greatest gifts or legacies you can provide to your loved ones is the gift of education. Such a gift not only provides them with the tools to succeed, but you’re also investing in a better future for your heirs. While seeking a higher Read More →
Once in a Blue Supermoon Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com Last Wednesday’s full moon was, according to the New York Times, a gem in the night sky. It is rare for a blue moon and supermoon to coincide[1], and according to NASA, the next blue supermoon will not occur until January 31, Read More →
We recently held our 2023 Midsummer Economic Outlook event in Avalon, NJ. Haverford CIO Tim Hoyle, CFA joined Partner and Head of Policy Research for Strategas Securities Daniel Clifton, to provide insights on policy, geopolitics, and their potential impact on the markets. Click on the segments below to see highlights from the event. Read More →
Christmas in July Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com I first remember hearing “Christmas in July” in Sunday School, when we would collect and send presents with ample time for the missionaries to receive them in December. According to Wikipedia, this tradition started in a Baptist church in Philadelphia in the early 1940’s. Read More →
By: Tim Hoyle, CFA, Chief Investment Officer We were delighted to welcome Dan Clifton, Head of Washington Research for Strategas Research Partners, as a featured guest at our Midsummer Outlook Brunch in Avalon. Dan thrived in the salt air as he provided a comprehensive overview of policy and politics, covering an extensive range of Read More →
Gina Parissi, CFP® Senior Wealth Planner When we hear the term “Estate Planning”, we may think it doesn’t pertain to us right now or it is a topic we would rather avoid. We tend to place it on the back burner with the intention of getting to it later. It can be uncomfortable to Read More →
Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com Economic Data and Earnings Support the Market’s Rise Last week’s economic data releases underscore the continued resiliency of the U.S. economy. Quarterly GDP rose 2.9% on an annualized basis, while weekly jobless claims remain very low, and inflationary data points continue to ebb. Corporate earnings have thus Read More →
Haverford executive, investment, and research leaders provided their broad perspectives about the market, the possibility of a recession, and what to expect in 2023 in our written Economic Outlook. We discuss these topics more fully, including reasons to be optimistic and opportunities for diversification, in several brief videos. Click below to read or watch Read More →
Building Strong Foundations for Your Financial Freedom A tree with strong roots can withstand the most violent storm, but the tree can’t grow roots just as the storm appears on the horizon. – Dalai Lama XIV Success in any given discipline requires the mastery of fundamentals. These skills and principles ensure we have Read More →
