2022 Midsummer Outlook

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 →

2023-03-01T21:50:26+00:00July 25th, 2022|

Haverford 2022 Annual Outlook

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 →

2023-04-11T15:45:23+00:00January 10th, 2022|

Announcing the 2022 Haverford Speaker Series for Women

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 →

2022-10-21T12:44:00+00:00December 14th, 2021|

Leading Through Crisis: Turning Challenges into Opportunities

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 →

2021-12-03T21:44:43+00:00November 30th, 2021|

Responsible Investing at Haverford Trust

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 →

2021-11-11T14:18:48+00:00November 8th, 2021|

2021 Haverford Book Club: The Psychology of Money

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 →

2021-10-11T20:13:48+00:00September 29th, 2021|

Financial Freedom and Making the Right Choices

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 →

2021-09-15T15:40:24+00:00September 9th, 2021|

When Women Lost the Vote: The Complex History of Female Property Ownership

On April 7, 2021, the Haverford Speaker Series for Women hosted When Women Lost the Vote: The Complex History of Female Property Ownership, a virtual tour and discussion about the impact of female property ownership past and present. Click below to view the full recording of the program or the separate segments. Read More →

2021-04-19T21:27:19+00:00April 12th, 2021|

Pearls of Wisdom: Modern Day Lessons From a Revolutionary Role Model

By Binney Wietlisbach, President of The Haverford Trust Company Throughout our nation’s history, property ownership has been a coveted aspect of American life. Women today are amassing assets, both physical and financial, at a fast-growing pace. Today, women control one-third of household financial assets[1] in the U.S. The percentage of female real estate owners Read More →

2021-04-12T16:47:55+00:00April 5th, 2021|

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