Market Commentary: February 16, 2023

Are you nearsighted or farsighted? By: John H. Donaldson, CFA, Vice President & Director of Fixed Income The global economy has proven much stronger than most believed possible over the past several months, despite negative headlines and rumors of an impending recession. Strong U.S. jobs creation has supported consumer spending. Mild weather and reduced Read More →

2023-02-16T19:56:23+00:00February 16th, 2023|

Market Commentary: January 31, 2023

Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com Economic Data and Earnings Support the Market’s Rise Last week’s economic data releases underscore the continued resiliency of the U.S. economy. Quarterly GDP rose 2.9% on an annualized basis, while weekly jobless claims remain very low, and inflationary data points continue to ebb. Corporate earnings have thus Read More →

2023-01-31T16:03:09+00:00January 31st, 2023|

Wealth Planning Resources: The SECURE Act 2.0 and Your Retirement Savings

Bryan Tracy, CFA, CFP® Vice President & Director of Wealth Planning Congress recently passed a bill that will make retirement saving more accessible for more Americans. The SECURE Act 2.0 builds on the SECURE Act, which was originally approved by Congress in 2019. The acronym SECURE stands for “Setting Every Community Up for Retirement Read More →

2023-01-26T17:10:25+00:00January 24th, 2023|

Haverford 2023 Annual Outlook

Haverford executive, investment, and research leaders provided their broad perspectives about the market, the possibility of a recession, and what to expect in 2023 in our written Economic Outlook. We discuss these topics more fully, including reasons to be optimistic and opportunities for diversification, in several brief videos. Click below to read or watch Read More →

2023-03-01T21:04:30+00:00January 19th, 2023|

Wealth Planning Resources: 2022 Year-End Reminders

Bryan Tracy, CFA, CFP® Vice President & Director of Wealth Planning Before you ring in the New Year, below are some financial reminders to consider. If you have any questions, please reach out to your Portfolio Management team for more information. Review or Update Beneficiary Information Many common assets, such as life insurance, IRAs, Read More →

2022-12-16T13:27:20+00:00December 15th, 2022|

Wealth Planning Resources: Financial Considerations for 2023

Bryan Tracy, CFA, CFP® Vice President & Director of Wealth Planning Higher inflation is cause for some positive updates for 2023 financial planning. The U.S. Treasury is set to make adjustments to tax brackets, standard deductions, and estate tax exemptions, as well as retirement contribution limits, in an effort to absorb some of the Read More →

2022-12-16T13:28:01+00:00December 15th, 2022|

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