Stocks Gain for Second Month in a Row; Dow Exits Bear Market

The Wall Street Journal – Hank Smith, Head of Investment Strategy, was recently quoted in The Wall Street Journal where he reflected on news that the Fed may begin to slow interest rate hikes. Hank states that, “From the market’s perspective, there’s the chance of a soft landing as opposed to a hard landing that’s Read More →

2022-12-06T18:56:45-05:00December 6th, 2022|

I’m an Advisor. This Book Changed My Life.

Wealth Management.com – President Binney Wietlisbach was recently featured in Wealth Management.com’s “I’m an Advisor. This Book Changed My Life,” where she recommended reading The Psychology of Money by Morgan Housel. She states that, “The Psychology of Money teaches that the great intrinsic value of money is its ability to give you control over your Read More →

2022-09-15T21:06:49-04:00September 15th, 2022|

Best of 2022

The Legal Intelligencer – The Haverford Trust company is proud to be named one of the top wealth management firms of 2022 by The Legal Intelligencer in their 13th annual Best Of issue. Turn to page 9 to see our feature. Click here to see the full issue and the list of other winners.

2022-08-25T12:41:50-04:00August 24th, 2022|

A Simple Guide To Aligning Nonprofit Values And Investments

TalkMarkets - Josh Giacalone, Corporate Sustainability Analyst, recently contributed an article to the online publication TalkMarkets on how nonprofit organizations can align their investment portfolio with their mission and values. Josh explains the steps required to identify your values and priorities, and the importance of finding an experienced ESG-oriented investment manager to partner on your Read More →

2022-05-03T20:03:17-04:00May 3rd, 2022|

Hank Smith Drive to Close

Bloomberg Radio - Hank Smith, Head of Investment Strategy, spoke with Bloomberg Radio hosts Carol Massar and Tim Stenovec regarding recent market conditions, the strength of the U.S. consumer, and the likelihood of a recession in the coming months. “The consumer is in great shape―record incomes, record household wealth,” Smith stated. “We still believe [pent Read More →

2022-04-27T12:47:04-04:00April 26th, 2022|

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