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|

Information to help prepare for the tax season

January 2019 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. The Consolidated Form 1099 may include the IRS Forms 1099-INT, 1099-DIV, 1099-B, and 1099-OID. Form Purpose [...]

2019-01-24T16:02:05+00:00January 24th, 2019|

The New Nonprofit: Leadership, Collaboration, and Impact

Nonprofit leaders face daily challenges carrying out their missions in an increasingly competitive environment. Ensuring an organization is positioned to succeed in the future requires having the appropriate resources and clearly defined strategies in practice today. The “New Nonprofit” must continually innovate and grow in order to survive and thrive in this constantly evolving [...]

2019-02-14T19:38:17+00:00January 15th, 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|

The War to End All Wars: Foreign Intelligence and Espionage in the U.S. During WWI and Today

Edward A. Turzanski On November 7th, Ed Turzanski, a professor, radio and TV contributor, and political and national security analyst, was the featured presenter for the final installment of the 2018 Haverford Intelligence Briefing series.  Ed provided an in-depth look at how foreign states employed the espionage tradecraft of the day to try to [...]

2018-12-04T20:12:29+00:00December 3rd, 2018|

Financial Planning Resources: Medicare Open Enrollment Information for 2019

The Medicare Open Enrollment Period runs from October 15 through December 7 and provides an opportunity for Medicare recipients to review and revise their health and prescription drug plans. Below is a link to a summary of key enrollment dates, items to consider, and information on what's new for 2019. Click here to view Medicare [...]

2018-10-15T20:46:59+00:00October 10th, 2018|

The East is Red and Getting Redder: North Korea, China, and the Changing Calculus in Asia

Jack Tomarchio On June 27th, Jack Tomarchio, a Senior Fellow with the Foreign Policy Research Institute’s Center for the Study of Terrorism and former Principal Deputy Under Secretary for Intelligence and Analysis Operations with the U.S. Department of Homeland Security, returned as the featured presenter for the first 2018 installment of the [...]

2018-07-09T18:06:11+00:00July 9th, 2018|

Are Investors Becoming Complacent?

Haverford Co-Chief Investment Officers Tim Hoyle and Hank Smith were featured in a panel discussion moderated by journalist Tracey Matisak last November at the 2017 Haverford Trust Investors Forum. Click on the video below to see a clip of their discussion on volatility and indicators that the end of a bull market is near. [...]

2018-05-22T20:51:49+00:00May 22nd, 2018|

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