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 →
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 →
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 →
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 →
