January 2025 With the beginning of the new year, we know you may have tax preparation on your mind. Please reference the general guide below to find out when you can expect to receive your tax forms. Form Purpose Expected Delivery Consolidated 1099 The Consolidated Form 1099 may include the IRS Forms 1099-INT, Read More →
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August: In like Bear, out like Bull Tim Hoyle, Chief Investment Officer The month of August began with a near market panic before coming to an optimistic end. The S&P 500 declined 5% in just two trading days in response to double digit declines in Japanese markets and fears of an economic recession. However, Read More →
Even the most stoic investors might have suffered heartburn yesterday. On Monday, August 5th the Dow Jones Industrial Average declined more than 1000 points (-2.6%), while the S&P 500 and NASDAQ fell by 3.0% and 3.4%, respectively. The decline in U.S. markets pales in comparison to the 13% decline in Japan’s Nikkei 225, which Read More →
Josh Giacalone, Corporate Sustainability Analyst jgiacalone@haverfordquality.com The 2024 election cycle has had no shortage of surprises. With Election Day still more than 15 weeks away, the news that President Biden has withdrawn from the race may not be the last shock voters will contend with before casting their ballots in November. But despite the perpetual Read More →
In the current market, a few dominant stocks have driven returns, influenced by trends in Artificial Intelligence, electrification, and groundbreaking weight-loss drugs. While these themes have captured significant attention and performance, they have led investors to overlook the value of quality and dividend-growers, central to our Quality Investing philosophy. At Haverford, we prioritize companies Read More →
The Philadelphia Inquirer- Veronica McKee, Chief Marketing Officer and Executive Committee member, participated in the Chamber of Commerce for Greater Philadelphia’s virtual panel, A Working Culture That Works for Women, addressing some of the typical workplace policies and norms that have created gender inequity, and how they can be changed. McKee shared her thoughts on Read More →
Happy Thanksgiving The markets have been given a genuine reason to be thankful due to a handful of benign economic data points following a less than stellar third quarter earnings season. Almost everywhere we look, we see prices dropping. Oil prices are down over 20% from their recent peak. Producer prices are falling, and Read More →
Confidence Amidst Uncertainty By Tim Hoyle “A range of uncertainties, both old and new, complicate our task of balancing the risk of tightening monetary policy too much against the risk of tightening too little,” Federal Reserve Chairman Jerome Powell at the Economic Club of New York. Thursday, October 19th, 2023 Jay Powell’s remarks in Read More →
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