HaverCast – Reflecting on the Economic Turbulence

The Haverford Speaker Series for Women^® crafted a three-part series addressing some of the important questions you should be asking yourself in light of the COVID-19 related market volatility and economic uncertainties.

In the first part of this webcast series, our speakers address the topic of cash needs during volatile times.  Parts 2 and 3 will explore your investment strategy and your actual risk tolerance. View the first video below and stay tuned for the rest of the series in the coming weeks.

Were you happy with amount of cash you had on hand through the recent market volatility? Lydia Holiat, Vice President & Portfolio Manager, Allison Wilk, Institutional Investment Officer, and Cynthia Zickel, Vice President & Portfolio Manager, discuss emergency fund needs and tips from their spectrum of life stages.

Asset allocation is one of the most important and personal decisions you will make in planning for your investment success. Allison Wilk, Institutional Investment Officer, is joined by Lydia Holiat, Vice President & Portfolio Manager, and Cynthia Zickel, Vice President & Portfolio Manager, in this HaverCast to discuss best practices for identifying the optimal asset allocation for you.

Are you more of a risk taker or a risk averter? We all experienced our share of risk in 2020 and maybe that changed your perspective. In this HaverCast, our team members talk about capacity and tolerance for risk and why it matters.