A Message from Binney Wietlisbach
Binney Wietlisbach shares the below message with the Haverford Trust community as she transitions to Vice Chair and the company welcomes a new president.
Celebrating 30 Years with Betty Tafel
Senior Investment Officer Betty Tafel recently celebrated her 30th anniversary working with Haverford Trust. We sat down with Betty to take a look back on her time here thus far, highlight some of her fondest moments, and congratulate her on this incredible milestone. We thank Betty for 30 years of hard work, dedication, and Read More →
Market Commentary: January 4, 2023
Silver Linings and Fresh Starts for 2023 By: Tim Hoyle, CFA, Chief Investment Officer January 3, 2023 marked the one-year anniversary of the S&P 500’s peak value. 2022’s market upheaval was not unique to equities: for the first time in history both stocks and bonds fell more than 10% in the same year. The Read More →
Investors should be encouraged the Fed is serious about inflation, says Haverford’s Hank Smith
CNBC: Squawk Box - Hank Smith, Head of Investment Strategy, joined Bill Smead, CIO of Smead Capital Management, on CNBC’s Squawk Box where they discussed their predictions of the markets for 2023. Hank Smith states that “we are going to have more volatility in ’23 for sure,” but despite this we “should remain optimistic investors.” Read More →
Celebrating 20 Years with Bob Gormley
Senior Operations Officer and Team Lead Robert J. Gormley, recently celebrated his 20th anniversary working with Haverford Trust. We took some time to talk with him, look back on his time here thus far, and highlight some of his proudest accomplishments and lessons learned along the way. We thank Bob for 20 exceptional years Read More →
Market Commentary: December 20, 2022
The FOMC Plays Grinch By: Tim Hoyle, CFA, Chief Investment Officer It appears that the Grinch stole the much hoped for Santa Claus rally in the wake of the Federal Open Market Committee (FOMC) meeting last week. Historically, the months of November and December bring strong equity returns, with the weeks around Christmas Read More →
Announcing the 2023 Haverford Speaker Series for Women
Building Strong Foundations for Your Financial Freedom A tree with strong roots can withstand the most violent storm, but the tree can’t grow roots just as the storm appears on the horizon. – Dalai Lama XIV Success in any given discipline requires the mastery of fundamentals. These skills and principles ensure we have Read More →
Investors Without a Financial Plan May Be Losing More Than Money
This infographic shows why neglecting to have a financial plan costs investors. This content was published in partnership with Philadelphia Business Journal. To see the original article, click here.
Celebrating 15 Years with David Moniz
Portfolio Manager David T. Moniz, CFA, CFP®, recently celebrated his 15th anniversary working at Haverford Trust. We sat down with him to look back on his time here thus far and highlight some of his favorite lessons and accomplishments. We thank Dave for 15 exceptional years of providing Quality service to our clients and Read More →
Wealth Planning Resources: 2022 Year-End Reminders
Bryan Tracy, CFA, CFP® Vice President & Director of Wealth Planning Before you ring in the New Year, below are some financial reminders to consider. If you have any questions, please reach out to your Portfolio Management team for more information. Review or Update Beneficiary Information Many common assets, such as life insurance, IRAs, Read More →
