On October 20, 2022, former world champion poker player and best-selling author Annie Duke spoke with Vice President & Director of Global Strategies, Maxine Cuffe, CFA, about the cognitive psychology and biases that impact us in our decision making. Drawing from her academic studies, experience at the poker table, and her books, Ms. Duke Read More →
On September 22, 2022, Judge Renée Cardwell Hughes gave us a glimpse into what it takes to achieve not one, not two, but three successful careers using her "Impossible is Nothing" mindset. Her journey saw her consistently evolving and pushing herself to achieve her goals despite obstacles that she may have faced along the Read More →
By Binney Wietlisbach, President of Haverford Trust The definition of success lies in the eyes of the beholder. True of every type of success, it’s especially true in wealth management. Financial success looks different and the roads to achieving it are dynamic and unique. Some may say, the path seems impossible. Taking inspiration from Read More →
Is the U.S. currently in a recession? When might rising inflation rates subside? How is Haverford Trust constructing portfolios in an effort to protect against down markets? The Haverford 2022 Midsummer Outlook is now available for on-demand viewing. These segments address questions and topics our clients most frequently want to discuss. Click below for Read More →
The 2022 Annual Outlook is available for on-demand viewing in a series of brief, topic-specific videos. Click on the images to expand and watch. State of the Union - Joe McLaughlin takes us through highlights from 2021 and expectations for 2022 at Haverford. Outlook Presentation - Tim Hoyle and Halie O'Shea present our full Read More →
Decisions, decisions. In our lives we face millions of choices and transitions. This year, the Series aims to arm you with new techniques and skills to improve your decision-making preparedness and help you optimize opportunities. Join us this year as we uncover hidden potential and improve our odds for success. An invitation will be Read More →
On November 30, 2021, Rob Stiles, Vice President, Business Development and Director, Endowments and Foundations, hosted this year’s Educational Series for Nonprofits annual event. Moderated by Scott Schultz, President of Schultz & Williams, the panel featured Marcus Allen, CEO at Big Brothers Big Sisters Independence, and Toni Pergolin, President/CEO of Bancroft, as they discussed Read More →
On November 3, 2021, Halie O'Shea, Vice President & Director of Research, and Josh Giacalone, Corporate Sustainability Analyst, were joined by Jon Hale, Ph.D., CFA, Director, ESG Strategy at Morningstar, and Emilio Tenuta, Senior Vice President and Chief Sustainability Officer at Ecolab to have an informative discussion about ESG investing. Click below for a Read More →
On September 21, 2021, Binney Wietlisbach, President at The Haverford Trust Company, was joined by Morgan Housel, former finance columnist at The Motley Fool and The Wall Street Journal, to discuss his book The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness. Click below to view a recording of the Read More →
By Binney H.C. Wietlisbach, President of Haverford Trust As Morgan Housel states in his book, The Psychology of Money: Timeless lessons on wealth, greed, and happiness, freedom is “the highest form of wealth.” I couldn’t agree more with this sentiment as research has shown time and again that freedom – not possessions, career success Read More →
