Bryan Tracy, CFA, CFP® Vice President & Director of Wealth Planning Congress recently passed a bill that will make retirement saving more accessible for more Americans. The SECURE Act 2.0 builds on the SECURE Act, which was originally approved by Congress in 2019. The acronym SECURE stands for “Setting Every Community Up for Retirement Read More →
DELCO.TODAY - Haverford Head of Investment Strategy Hank Smith was recently featured in DELCO.TODAY following his appearance at the Philadelphia Business Journal Economic Forecast event. During the event, Smith joined other financial executives in the greater Philadelphia area to discuss predictions for 2023. Hank states that a recession in 2023 is likely, but “we think Read More →
Philadelphia Business Journal - Hank Smith, Head of Investment Strategy, participated in the Philadelphia Business Journal’s Economic Forecast event last week where he joined a panel of financial executives who weighed in on their thoughts about the state of the economy in 2023. Smith states that, “Even if we do go through a recession, even Read More →
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 →
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 →
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 →
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 →
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 →
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.
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 →
