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 →
January 2024 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 →
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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We recently held our 2023 Midsummer Economic Outlook event in Avalon, NJ. Haverford CIO Tim Hoyle, CFA joined Partner and Head of Policy Research for Strategas Securities Daniel Clifton, to provide insights on policy, geopolitics, and their potential impact on the markets. Click on the segments below to see highlights from the event. Read More →
By: Tim Hoyle, CFA, Chief Investment Officer We were delighted to welcome Dan Clifton, Head of Washington Research for Strategas Research Partners, as a featured guest at our Midsummer Outlook Brunch in Avalon. Dan thrived in the salt air as he provided a comprehensive overview of policy and politics, covering an extensive range of Read More →
Reports of the Dollar's Demise are Greatly Exaggerated By: Tim Hoyle, CFA, Chief Investment Officer Saudi Arabia and China have recently accelerated yearslong negotiations to price oil contracts in Chinese yuan. These plans are consistent with China’s long-term goals to internationalize the yuan and chip away the U.S. dollar’s economic hegemony. Combined with crypto Read More →
An Excess of Deposits Proves to be a Financial Excess By: Tim Hoyle, CFA, Chief Investment Officer In our 2023 Outlook, we noted few signs of financial excess that would be cause for immediate concern. An excess of bank deposits was last on any list of possible problems one would expect to cause Read More →
Last month we introduced our new President, Keith Aleardi, CFA. Read below to get a better insight into who our new President is. What was your first interaction with Haverford? About 30 years ago I was a financial advisor at Merrill Lynch and I remember hearing about the Quality Investing philosophy Read More →
