Nonprofit and Institutional Investor Update – April 2020

The community of nonprofits and foundations in the Philadelphia region is vast, diverse, and strong. With more than 200 institutional clients at Haverford Trust, over the past several weeks we have held conversations with many nonprofit clients and their senior executive teams, investment committees, and board members. From funding and the current investment environment, to [...]

2020-04-16T16:42:24+00:00April 16th, 2020|

The Coronavirus Aid, Relief and Economic Security (CARES) Act and Your Financial Plan

The Coronavirus Aid, Relief and Economic Security (CARES) Act is designed to boost the U.S. economy by providing economic relief ranging from individual rebates to increased unemployment benefits to tax breaks. You may wonder what this means for you and your financial plan. We’ve highlighted three key aspects of the CARES Act here. Economic Impact [...]

2020-04-01T21:13:53+00:00April 1st, 2020|

Client Webinar: COVID 19 Market Update March 23, 2020

Haverford Trust leadership from our executive, research, and portfolio teams hosted a conference call on March 23, 2020. The replay of that call is below. AGENDA Introduction and Haverford Trust Business Update - Joseph J. McLaughlin, Jr., Chairman & CEO Equities Market Update - Henry B. Smith, Co-Chief Investment Officer Fiscal and Monetary Policy [...]

2020-03-23T18:59:41+00:00March 23rd, 2020|

Investment Officer

The Client Services Team at The Haverford Trust Company is responsible for providing Quality client service to our clients and internal business partners with a focus on service excellence and creating consistent and positive client experiences. The Investment Officer for Client Services reports to and partners closely with the VP, Director of Client Services. The primary [...]

2020-03-04T15:03:49+00:00March 4th, 2020|

Information to help prepare for the tax season

January 2020 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 1099-R The Form 1099-R reports distributions from Individual Retirement Accounts (IRAs). Late [...]

2020-01-02T15:36:36+00:00January 2nd, 2020|

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