Silver Linings and Fresh Starts for 2023 By: Tim Hoyle, CFA, Chief Investment Officer January 3, 2023 marked the one-year anniversary of the S&P 500’s peak value. 2022’s market upheaval was not unique to equities: for the first time in history both stocks and bonds fell more than 10% in the same year. The Read More →
CNBC: Squawk Box - Hank Smith, Head of Investment Strategy, joined Bill Smead, CIO of Smead Capital Management, on CNBC’s Squawk Box where they discussed their predictions of the markets for 2023. Hank Smith states that “we are going to have more volatility in ’23 for sure,” but despite this we “should remain optimistic investors.” Read More →
Senior Operations Officer and Team Lead Robert J. Gormley, recently celebrated his 20th anniversary working with Haverford Trust. We took some time to talk with him, look back on his time here thus far, and highlight some of his proudest accomplishments and lessons learned along the way. We thank Bob for 20 exceptional years Read More →
The FOMC Plays Grinch By: Tim Hoyle, CFA, Chief Investment Officer It appears that the Grinch stole the much hoped for Santa Claus rally in the wake of the Federal Open Market Committee (FOMC) meeting last week. Historically, the months of November and December bring strong equity returns, with the weeks around Christmas Read More →
This infographic shows why neglecting to have a financial plan costs investors. This content was published in partnership with Philadelphia Business Journal. To see the original article, click here.
Portfolio Manager David T. Moniz, CFA, CFP®, recently celebrated his 15th anniversary working at Haverford Trust. We sat down with him to look back on his time here thus far and highlight some of his favorite lessons and accomplishments. We thank Dave for 15 exceptional years of providing Quality service to our clients and Read More →
Bryan Tracy, CFA, CFP® Vice President & Director of Wealth Planning Before you ring in the New Year, below are some financial reminders to consider. If you have any questions, please reach out to your Portfolio Management team for more information. Review or Update Beneficiary Information Many common assets, such as life insurance, IRAs, Read More →
Bryan Tracy, CFA, CFP® Vice President & Director of Wealth Planning Higher inflation is cause for some positive updates for 2023 financial planning. The U.S. Treasury is set to make adjustments to tax brackets, standard deductions, and estate tax exemptions, as well as retirement contribution limits, in an effort to absorb some of the Read More →
By: Maxine Cuffe, CFA, Vice President & Director of Global Strategies Periods of economic slowdown are a regular part of the business cycle. There are several reasons why this recession might be more “garden-variety” than the “Great Recession” of 2008, which is the only recession that many people reading this are old enough Read More →
Investors often use the terms wealth management and financial planning interchangeably. Yet, they each have specific purposes and benefits. Wealth management is the activity focused on identifying and using the right investments. A wealth management advisor works to ensure each investor has the proper asset allocation to gain the best chance at reaching their Read More →
