Wealth Planning Resources: Estate Planning Essentials
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 →
PGA Member Brian Bergstol Wins 25th Haverford Philadelphia PGA Classic and $150,000 Prize in Sudden Death Playoff
Reigning Philadelphia PGA Professional Champion Brian Bergstol of Shawnee Inn & Golf Resort in Shawnee on the Delaware, Pennsylvania, won the 25th Haverford Philadelphia PGA Classic at Sunnybrook Golf Club by tapping in a one-foot par on the first sudden death playoff hole to top Jeff Herb, PGA, of Waynesborough Country Club in Paoli, Pennsylvania. Read More →
Market Commentary: May 17, 2023
Passing a Debt Ceiling Deal May be the Easy Part Jeff Bagley, CFA, Vice President, Senior Research Analyst, & Portfolio Manager jbagley@haverfordquality.com Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com President Biden and Congressional leadership met yesterday for a second round of talks on a plan to raise the debt limit. Although it appears both Read More →
The Philadelphia Business Journal’s Faces of Philanthropy 2023
Philadelphia Business Journal—Each year, the Philadelphia Business Journal recognizes partnerships between for-profit companies and nonprofit organizations that have teamed up to make a difference in the region. This year, the partnership between The Haverford Trust Company and Cristo Rey Philadelphia High School has been selected as a Faces of Philanthropy honoree. Since 2012, Haverford has Read More →
How to Analyze a Stock’s Dividend
U.S. News & World Report — "Dividends don't lie. You can't make them up. It's not some accounting trick." Hank Smith, Head of Investment Strategy, weighed in on dividend sustainability and analysis in a S. News & World Report article about investing in dividend stocks. Click to read article
