U.S. News & World Report — "Haverford Trust views bonds as providing three primary benefits to a portfolio. First, to generate income. Secondly, to preserve principal. Then to dampen the volatility of other asset classes." John Donaldson, Vice President & Director of Fixed Income, was featured in a U.S. News & World Report piece, The Read More →
The 25th Haverford Philadelphia PGA Classic was the subject of a one-hour special on Inside Golf. The special covered all of the major highlights from September’s tournament at Sunnybrook Golf Club, where Brian Bergstol walked away with a record winner’s check of $150,000, the largest first-place prize available from any event across the PGA Read More →
Reigning Philadelphia PGA Professional Champion Brian Bergstol of Shawnee Inn & Golf Resort in Shawnee on the Delaware, Pennsylvania, won the 25th Haverford Philadelphia PGA Classic at Sunnybrook Golf Club by tapping in a one-foot par on the first sudden death playoff hole to top Jeff Herb, PGA, of Waynesborough Country Club in Paoli, Pennsylvania. Read More →
Philadelphia Business Journal—Each year, the Philadelphia Business Journal recognizes partnerships between for-profit companies and nonprofit organizations that have teamed up to make a difference in the region. This year, the partnership between The Haverford Trust Company and Cristo Rey Philadelphia High School has been selected as a Faces of Philanthropy honoree. Since 2012, Haverford has Read More →
U.S. News & World Report — "Dividends don't lie. You can't make them up. It's not some accounting trick." Hank Smith, Head of Investment Strategy, weighed in on dividend sustainability and analysis in a S. News & World Report article about investing in dividend stocks. Click to read article
Philadelphia Business Journal — Vice President & Chief Marketing Officer Veronica McKee was recently featured in Philadelphia Business Journal to announce her appointment to Haverford’s Executive Committee. To view the full feature, click here.
MarketWatch - The S&P 500 index has surged by 6% in January following a rocky decline in 2022. While it is rare to see back-to-back yearly declines in the S&P 500, just how much it will rise, and if it will make up for last year’s losses, remains up for debate. Head of Investment Strategy Read More →
Bloomberg Radio: Drive to Close - Hank Smith, Head of Investment Strategy, was recently featured on Bloomberg Radio where he discussed economic expectations for the coming year. Smith shared his thoughts on recent Fed policy to curb inflation stating that “we should have confidence that they are doing the right thing and that it will 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 →
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 →
