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 →
CNBC — John Donaldson, Vice President & Director of Fixed Income, was quoted in a CNBC Squawk on the Street segment highlighting the results of a recent CNBC Federal Reserve Survey. John stated of the uncertainties around Fed policy and the economy, “To engineer a soft landing, the Fed will need to eliminate job openings, Read More →
Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com Last week, a collection of economic data points reminded us that inflation concerns have not yet been completely quelled and consumers are still spending at a strong rate. It is widely anticipated that the Federal Open Market Committee will keep interest rates unchanged when they meet later 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 →
Noah Fisher, CFA, Senior Research Analyst nfisher@haverfordquality.com The saying ‘sell in May and go away’ is an axiom that suggests the stock market gets most of its gains between November and April. While many of us take it easy in the summer months, that is not always the case for the markets. With 2nd 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 →
U.S. News & World Report — "Haverford Trust views bonds as providing three primary benefits to a portfolio. First, to generate income. Secondly, to preserve principal. Then to dampen the volatility of other asset classes." John Donaldson, Vice President & Director of Fixed Income, was featured in a U.S. News & World Report piece, The Read More →
The 25th Haverford Philadelphia PGA Classic was the subject of a one-hour special on Inside Golf. The special covered all of the major highlights from September’s tournament at Sunnybrook Golf Club, where Brian Bergstol walked away with a record winner’s check of $150,000, the largest first-place prize available from any event across the PGA Read More →
