January 2024 With the beginning of the new year, we know you may have tax preparation on your mind. Please reference the general guide below to find out when you can expect to receive your tax forms. Form Purpose Expected Delivery Consolidated 1099 The Consolidated Form 1099 may include the IRS Forms 1099-INT, Read More →
This content is password protected. To view it please enter your password below: Password:
Every day we make thousands of decisions. Our brains absorb huge amounts of complex data, but we can’t possibly use all that information to make every decision. So sometimes our brains use mental shortcuts to make decisions more efficiently—maybe not optimal, but fast and easy. Maxine Cuffe, CFA, Senior Research Analyst, spoke to a Read More →
Overcoming Behavioral Biases in Search of Financial Security As human beings, we’re hard-wired to go with our gut, take action and sometimes overlook important details. It’s not always our fault; it is simply part of human nature. We call these tendencies behavioral biases, and they affect everything we do, including how we make decisions about Read More →
Nonprofit leaders face daily challenges carrying out their missions in an increasingly competitive environment. Ensuring an organization is positioned to succeed in the future requires having the appropriate resources and clearly defined strategies in practice today. The “New Nonprofit” must continually innovate and grow in order to survive and thrive in this constantly evolving Read More →
Investor’s don’t lack for issues to worry about. Foremost on the list are the FOMC and trade tensions with China. Issues that are less prominent but still meaningful include the potential waning of fiscal stimulus, a weaker housing market, automobile sales, consumer and corporate credit, geopolitical risks such as Brexit, the debt ceiling, and corporate Read More →
The goal of our 2019 HAVERFORD SPEAKER SERIES for WOMEN® events will be to challenge you to think about your Past, Present and Future. Our impressive slate of speakers will encourage you to think constructively about past decisions, while empowering you to achieve more in your present opportunities and inspire you to prepare for what’s ahead. Read More →
USA Today—Hank Smith, Co-Chief Investment Officer, commented in a USA Today article regarding the Fed interest rate hike and what it could mean for next year. Click to read article
Edward A. Turzanski On November 7th, Ed Turzanski, a professor, radio and TV contributor, and political and national security analyst, was the featured presenter for the final installment of the 2018 Haverford Intelligence Briefing series. Ed provided an in-depth look at how foreign states employed the espionage tradecraft of the day to try to Read More →
LAST WEEK: U.S. equities finished negative for the week: The Dow Jones Industrial Average (Dow) lost 576 points, or fell 2.22%, to 25,413. The Standard & Poor’s (S&P500) index decreased 45 points, to 2,736. The Nasdaq closed 2.15% lower at 7,248, while the 10-year Treasury ended the week at 3.07%. Economic Data Recap: Last Read More →
