Market Commentary: January 21, 2020

Trade: Two Steps Forward, One Step Sideways World trade took center stage last week, hitting a number of milestones. Most significantly, the United States and China finally signed a “phase one” deal, with China committing to increase purchases of U.S. goods and services by $200 billion over the next two years. The Treasury department [...]

2020-01-21T17:13:51+00:00January 21st, 2020|

Market Commentary: January 13, 2020

Haverford Insights 2020: The Internet Fulfills its Promise It is hard to believe the World Wide Web is only 30 years old. In November of 1989, Tim Berners-Lee implemented the first successful communication between a Hypertext Transfer Protocol (HTTP) client and server via the internet. Netscape (NSCP) went public six years later at a [...]

2020-01-13T16:11:49+00:00January 13th, 2020|

Market Commentary: January 6, 2020

Swapping One Geo-Political Risk for Another Investors’ respite from macro concerns was very short-lived. Returning from the New Year’s holiday last Thursday, the market was celebrating the pending signing of a phase-one trade deal with China. Less than 24 hours later, the macro landscape changed dramatically following the airstrike on Major General Qassem Soleimani, [...]

2020-01-21T17:14:09+00:00January 6th, 2020|

Haverford 2020 Outlook

Everyone expects noisemakers to make an appearance for New Year's Eve celebrations around the world. Throughout 2019, however, the noise seemed ceaseless. Numerous and repetitive headlines shouted crisis and clamored for attention: impeachment, protests in Hong Kong, rising income inequality, mounting national debt levels, Brexit, and labor strikes just to name a few. The U.S. [...]

2020-01-02T18:53:23+00:00December 31st, 2019|

Financial Planning Resources: Developing Family Financial Confidence

During the holiday season, many of us celebrate with family, friends, and those who bring us joy. This kind of Quality time provides a chance to have meaningful conversations and plan for the future. Financial parenting/grandparenting can play an important, but sometimes overlooked, role in these exchanges. According to a study of 650 families with [...]

2019-12-20T20:22:17+00:00December 12th, 2019|

Weekly Highlights: December 2, 2019

Consumerism: Black Friday, Small Business Saturday, Cyber Monday, & Giving Tuesday The markets sold off on Black Friday, not because of a lack of consumer excitement for the holiday season, but due to news around the trade-deal — President Trump signed legislation supporting the pro-democracy efforts in Hong Kong, and a Reuters article on [...]

2019-12-20T20:21:34+00:00December 2nd, 2019|

Weekly Highlights: November 25, 2019

Happy Thanksgiving! The gateway to the most wonderful time of the year. The historical marker at 922 Spruce Street in Philadelphia states: Sarah Josepha Hale (1788-1879) One of America’s first woman editors, Hale greatly increased subscriptions to Godey’s Lady’s Book in her four decades as editor. She successfully promoted a national Thanksgiving Day to [...]

2019-12-20T20:17:40+00:00November 25th, 2019|

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