Despite paying close attention to the stock market, most investors don't have a detailed plan for growing and managing their money. Just three in 10 investors said they have a comprehensive wealth strategy or financial plan developed by a professional that is in great shape, according to a recent Philadelphia Business Journal survey, commissioned Read More →
By: Binney Wietlisbach – President, Haverford Trust While everyone has likely heard of the gender pay gap, there’s another pressing financial issue facing women that must be addressed — the gender retirement gap. Women have made great strides in the workplace over the past several decades. They’re climbing corporate ladders, becoming successful entrepreneurs, Read More →
A few years ago, Binney Wietlisbach was sitting in a meeting when her assistant knocked on the door and delivered an urgent message. A long-time client had called and said they needed to speak with her about a family emergency. The president of The Haverford Trust Company stepped out of the meeting and answered Read More →
Do you wonder if you need a financial plan developed by a professional when there’s so much free advice to do it yourself? This video can help answer that common question. The data presented in the video is based on a survey conducted by The Haverford Trust Company and Philadelphia Business Journal. Read More →
Dividend Payers Have Delivered During a Volatile 2022 By: Tim Hoyle, CFA, Chief Investment Officer Markets continue their volatile path towards the New Year. If you feel like markets (not just equities, but fixed income and currency markets as well) have become increasingly volatile, you are correct. A recent publication from AQR Capital Management Read More →
On November 15, 2022, the Haverford Educational Series for Nonprofits hosted a panel of esteemed nonprofit leaders moderated by Dr. Ivy Buchan, President and Founder of Helix Strategies, LLC. The panel featured Roy Leitstein, CEO of Legacy Treatment Services, Jean Sachs, MSS, MLSP, CEO of Living Beyond Breast Cancer, and Ryan Manion, President of Read More →
Philadelphia Business Journal – Vice President & Director of Global Strategies Maxine Cuffe, CFA, was honored by Philadelphia Business Journal as one of the 2022 Women of Distinction. In this feature Maxine discusses some of her goals, challenges, and secrets for success stating that “By failing to prepare, you are preparing to fail.” To read Read More →
At Haverford Trust, we truly understand the importance of reading and encourage everyone to download a classic, pick up a new release, and stay on top of current affairs. Reading is critical to one's personal and professional growth, and continued self improvement. See some of the recommendations of Haverford's Executive Leadership team listed below. Read More →
Dividends Matter By: Tim Hoyle, CFA, Chief Investment Officer We are just about halfway through third quarter earnings season. The companies who have reported thus far represent close to 75% of total market capitalization in the S&P 500. FactSet Earnings Insights estimates that when all is reported, third quarter earnings will have grown at Read More →
On October 20, 2022, former world champion poker player and best-selling author Annie Duke spoke with Vice President & Director of Global Strategies, Maxine Cuffe, CFA, about the cognitive psychology and biases that impact us in our decision making. Drawing from her academic studies, experience at the poker table, and her books, Ms. Duke Read More →
