Market Commentary: March 26, 2024
The “Wealth Effect” Maxine Cuffe, CFA, Vice President & Director of Global Strategies As the stock market continued to reach new highs last week, the Federal Reserve is facing a new challenge in their fight to rein in inflation. The “Wealth Effect” is an economic theory that says consumers feel more confident and tend Read More →
Wealth Planning Resources: 5 Common Financial Mistakes People Make
Gina Parissi, CFP® Senior Wealth Planner As we welcome the arrival of spring and look forward to longer days ahead, New Year’s resolutions are likely long forgotten, if they were made at all. While you may not have stepped foot into the gym, or scratched the surface of a reading list, it’s never too Read More →
Announcing the 2024 Haverford Speaker Series for Women
"The future depends on what you do today." - Mahatma Gandhi Today positions us to design our “someday.” The decisions we make now and the information we choose to learn helps pave our path personally and professionally. This year’s Haverford Speaker Series for Women highlights opportunities to influence your own trajectory and define your Read More →
Best Practices for Protecting the Safety of Your Personal Information
Protect your Privacy For your protection, please do not include account numbers, Social Security numbers, credit card numbers, passwords, or other nonpublic information in your email. For more information regarding how we protect client information, you may review a copy of our Privacy Policy. Transaction Instructions Instructions with respect to securities transactions such as trade Read More →
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 the S&P 500’s 26% return. Based on these returns, you may have expected to see a large fundamental divide between Read More →
Haverford Trust Kicks off Season 2 of Podcast Series “Speaking of Quality: Wealth Management Insights with Hank Smith”
Haverford Trust is pleased to announce the launch of Season 2 of the “Speaking of Quality: Wealth Management Insights with Hank Smith” podcast. The eight episode season will run from January through April. New episodes will be available on all major podcast platforms, including Apple Podcasts, Spotify, and Google Podcasts, in addition to haverfordquality.com. The Read More →
