Charting Your Nonprofit’s Future with Strategic Planning
On November 15, 2023, nonprofit professionals from across the Philadelphia region joined us for a panel discussion on strategic planning hosted by the Haverford Educational Series for Nonprofits. Moderated by Toya Lawson, Partner with Bridge Partners, the panel featured Thomas A. Kardish, Ed. D., President at Salesianum School, Eric Pryor, President & CEO of 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 deadlines. From thinking about your investment strategy, to estate, retirement, and tax planning, each element is a vital part of 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 look, we see prices dropping. Oil prices are down over 20% from their recent peak. Producer prices are falling, and Read More →
Revenue vs. Profit: What’s the Difference?
U.S. News & World Report — Hank Smith, Head of Investment Strategy, was quoted in a U.S. News & World Report piece on key numbers that offer insight to investors about a company’s financial health. "For more mature, established companies, profit growth is as or more important than revenue growth," Smith says. "It must be 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,” Federal Reserve Chairman Jerome Powell at the Economic Club of New York. Thursday, October 19th, 2023 Jay Powell’s remarks in Read More →
A Timeline of Female Empowerment Through Knowledge
The Haverford Speaker Series for Women® began as an initiative to encourage women to take a seat at the table during financial conversations. More than a decade later, the Series continues to produce educational content and networking opportunities designed to accelerate the path to professional and personal development. We are pleased to announce the Read More →
Protected: October 2023 Board
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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 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 →
Wealth Planning Resources: Funding for Education
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 →
