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+00:00August 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+00:00May 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+00:00April 26th, 2022|

Optimism Underscores HTSA 2022 Economic Outlook

CePro - Hank Smith, Head of Investment Strategy, recently presented at the HTSA 2022 spring conference on the outlook for the markets and reasons to stay positive amidst rising inflation, neutral monetary policy, and some forecasts of a recession in the next year.  Smith stated, “Some economists are forecasting a recession by the end of Read More →

2022-04-06T13:53:38+00:00April 6th, 2022|

Investors See Bullish Signals Under the Stock Market’s Surface

The Wall Street Journal - According to The Wall Street Journal, it’s been a rocky spell for stocks, but under the market’s surface, some investors see promising signs. Head of Investment Strategy Hank Smith weighed in on this optimism, “Even with this being another down week, what you’re seeing is there is buying power Read More →

2022-03-07T18:06:32+00:00March 7th, 2022|

Peloton Investor Blackwells Said to Seek Sale

Hank Smith, Head of Investment Strategy, spoke with Bloomberg Radio hosts Carol Massar and Tim Stenovec to acknowledge the S&P 500’s recent shift since entering correction territory for the first time in nearly two years. “Stocks still look much more attractive than bonds. Even though rates have come up, they’re still - relative speaking - Read More →

2022-01-27T19:36:09+00:00January 27th, 2022|

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