By: Maxine Cuffe, CFA, Vice President & Director of Global Strategies Periods of economic slowdown are a regular part of the business cycle. There are several reasons why this recession might be more “garden-variety” than the “Great Recession” of 2008, which is the only recession that many people reading this are old enough Read More →
When it comes to your investments, you want to make sure that you are making the smartest decisions you can. In order to do that, it is important to be equipped with the right tools in your toolbelt when it comes to making these choices. Having a financial plan is an important step whether Read More →
Investors often use the terms wealth management and financial planning interchangeably. Yet, they each have specific purposes and benefits. Wealth management is the activity focused on identifying and using the right investments. A wealth management advisor works to ensure each investor has the proper asset allocation to gain the best chance at reaching their Read More →
Despite paying close attention to the stock market, most investors don't have a detailed plan for growing and managing their money. Just three in 10 investors said they have a comprehensive wealth strategy or financial plan developed by a professional that is in great shape, according to a recent Philadelphia Business Journal survey, commissioned Read More →
By: Binney Wietlisbach – President, Haverford Trust While everyone has likely heard of the gender pay gap, there’s another pressing financial issue facing women that must be addressed — the gender retirement gap. Women have made great strides in the workplace over the past several decades. They’re climbing corporate ladders, becoming successful entrepreneurs, Read More →
A few years ago, Binney Wietlisbach was sitting in a meeting when her assistant knocked on the door and delivered an urgent message. A long-time client had called and said they needed to speak with her about a family emergency. The president of The Haverford Trust Company stepped out of the meeting and answered Read More →
Do you wonder if you need a financial plan developed by a professional when there’s so much free advice to do it yourself? This video can help answer that common question. The data presented in the video is based on a survey conducted by The Haverford Trust Company and Philadelphia Business Journal. Read More →
Dividend Payers Have Delivered During a Volatile 2022 By: Tim Hoyle, CFA, Chief Investment Officer Markets continue their volatile path towards the New Year. If you feel like markets (not just equities, but fixed income and currency markets as well) have become increasingly volatile, you are correct. A recent publication from AQR Capital Management Read More →
Dividends Matter By: Tim Hoyle, CFA, Chief Investment Officer We are just about halfway through third quarter earnings season. The companies who have reported thus far represent close to 75% of total market capitalization in the S&P 500. FactSet Earnings Insights estimates that when all is reported, third quarter earnings will have grown at Read More →
How Does the Bear Market End? The stock market recently re-entered bear market territory over heightened uncertainty as to how far the Fed must go to tame inflationary expectations. As the market narrative from last year has been turned upside down, many investors are wondering, "How does the bear market end?" Read More →
