Making Winning Decisions

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 →

2022-11-03T18:43:07+00:00November 1st, 2022|

Impossible is Nothing

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 →

2022-10-04T19:25:51+00:00October 3rd, 2022|

Chart Your Own Path to Financial Success with Confidence

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 →

2022-09-21T18:48:55+00:00September 21st, 2022|

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|

Pearls of Wisdom: Spring Cleaning Should Be a Habit, Not a Chore

By Binney Wietlisbach, President of Haverford Trust Every year, when the days start to get longer and the temperatures start to rise ever so slightly, it signals to us that spring and summer are just around the corner. For some people, myself included, it’s also a signal for spring cleaning – a time to take Read More →

2022-08-18T18:26:12+00:00April 20th, 2022|

Spring Cleaning: Decluttering in Your Personal and Financial Life

On April 8, 2022, the Haverford Speaker Series for Women hosted the event Spring Cleaning: Decluttering in Your Personal and Financial Life. Professional organizer Janet Bernstein, CPO® shared methods for streamlining your belongings and maximizing personal spaces. Then Haverford Senior Investment Officer Elissa Faraglia provided tips on how to accelerate order in your financial Read More →

2022-08-18T21:41:08+00:00April 18th, 2022|

2022 Spring Outlook

What’s in store for the markets with rising inflation, increased volatility, and heightened international tensions? CIO Tim Hoyle discusses these factors and how we are positioning our portfolios amidst the uncertainty in Haverford’s 2022 Spring Outlook. Please click below to view the 2022 Spring Outlook Havercast. Click here for a copy Read More →

2022-06-06T12:46:21+00:00March 24th, 2022|

The Art of Negotiating

On February 8, 2022, the Haverford Speaker Series for Women hosted The Art of Negotiating featuring Leigh Thompson, PhD, acclaimed researcher and author. Dr. Thompson discusses principles and tactics for successful win-win negotiations that can be applied in personal relationships, the workplace, and even the virtual world. Please click below to view the full Read More →

2022-08-18T21:42:04+00:00February 14th, 2022|

Pearls of Wisdom – Making Your Voice Heard: The Rewards of Negotiating

By Binney Wietlisbach, President of Haverford Trust Negotiation is a word often associated with negative feelings for many women. 60% of women say that they’ve never negotiated with an employer about their salary, and yet 72% would leave an employer to get a raise somewhere else.[1] While workplace negotiations are the most obvious and Read More →

2022-02-02T13:32:07+00:00February 2nd, 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|

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