Haverford 2019 Summer Outlook

After a rough May that saw the S&P 500 index decline 6.5%, the stock market has impressively advanced to a new all-time high. Equally notable has been the breadth of the rally; all 11 S&P 500 sectors have participated. Although we cannot rule out a pullback (or even a correction), we believe the equity market is [...]

2019-06-21T15:47:17+00:00June 21st, 2019|

Financial Planning Resources: Your Early Bird 2019 Tax Guide

Around this time every year, people across the country breathe out a collective sigh of relief as they finish up and file their taxes for the previous year. This year was different than most because for the first time in decades, we saw meaningful changes to the tax code. While these new rules impacted everyone [...]

2019-05-02T18:43:58+00:00April 18th, 2019|

Haverford 2019 Spring Outlook

The financial markets have gone for a wild ride. The S&P 500 experienced its worst December performance since the 1930s, yet the rebound during the first two months of 2019 ranks among the best starts to any year. The market’s gyrations almost always exaggerate the underlying fundamentals of businesses and the economy. This time around [...]

2019-03-19T12:52:11+00:00March 19th, 2019|

Weekly Highlights: March 4, 2019

Last Week: U.S. equities finished mixed for the week: On the week, the Dow Jones Industrial Average (Dow) lost 5 points, or fell 0.02%, to 26,026. The Standard & Poor’s (S&P500) index increased 11 points, or rose 0.39% to 2,804. The Nasdaq closed 0.90% higher at 7,595 while the 10-year Treasury ended the week [...]

2019-03-04T19:01:12+00:00March 4th, 2019|

Haverford 2019 Outlook

Investor’s don’t lack for issues to worry about. Foremost on the list are the FOMC and trade tensions with China. Issues that are less prominent but still meaningful include the potential waning of fiscal stimulus, a weaker housing market, automobile sales, consumer and corporate credit, geopolitical risks such as Brexit, the debt ceiling, and corporate [...]

2018-12-28T19:52:00+00:00December 28th, 2018|

Haverford 2018 Fall Outlook

To relatively little fanfare, the U.S. bull market, which began in March 2009, extended into August to become the longest in modern history. In recent weeks, both the S&P 500 and the NASDAQ index recorded all-time highs. We emphasize the lack of fanfare because this has been one of the most unloved bull markets. For [...]

2018-09-20T13:05:45+00:00September 19th, 2018|

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