Recent News and Insights
Market Commentary: November 13, 2026
AI-related stocks have been volatile both before and after the U.S. election. Even before voters went to the polls, investors were questioning the return on investment from massive capital spending and the growing debt obligations tied to data center buildouts. However, we expect strong demand for compute to continue as enterprises increasingly recognize the outsized potential that AI can provide.
Market Commentary: November 4, 2026
AI's dominance has resulted in an extremely narrow equity market driven by a handful of mega-cap tech names, creating concern that corrections in these stocks will drag down the broader market. However, October proved different. Although the AI trade weakened, the rest of the market finally began to carry more of the load.
Market Commentary: October 21, 2026
With just days until the U.S. midterm elections, it is nearly impossible to escape the political news cycle. However, election results historically have had less impact on market performance than political candidates would have one believe.
CNBC - Responding to the CNBC Fed Survey, John Donaldson, Vice President, Director of [...]
MarketWatch - Hank Smith, Director and Head of Investment Strategy, was quoted in a [...]
Bloomberg | Yahoo! Finance – A Bloomberg article examining how upcoming jobs and inflation data [...]
Leadership Appointments Reflect Firm's Commitment to Developing Talent and Delivering Exceptional Client Service RADNOR, [...]
The 28th Haverford Philadelphia PGA Classic was the subject of a one-hour special on [...]
Main Line Today - Main Line Today recently featured an article by Bryan Tracy, [...]
Philadelphia Business Journal - Joe McLaughlin, Chairman and CEO, served as a featured panelist [...]
Bloomberg | Yahoo! Finance – Hank Smith, Head of Investment Strategy, is quoted in [...]
