Recent News and Insights
Market Commentary: June 16, 2025
The S&P 500 hit a post “liberation day” high on June 12th, before news of Israeli strikes on Iran’s nuclear facilities and senior military personnel caused the market to trade lower. In addition to the human impact of these conflicts, markets remain sensitive to the influence on energy prices. As of this writing it doesn’t appear that Iran’s oil infrastructure has been specifically targeted, but the price of Brent Crude Oil contracts spiked 8% to close Friday at $75 per barrel, higher but below the highs of earlier this year.
Market Commentary: May 27, 2025
Since the administration capitulated to market forces on April 9th, significant progress has been made in three distinct areas of Trump’s big gamble of imposing wide-ranging tariffs. As of Friday, May 23rd, the S&P 500 has increased by roughly 17% during this period.
Market Commentary: May 13, 2025
The news last week included numerous market-moving events, which appears to be the norm at present. In the midst of this activity we held our 2025 Investors Forum featuring D.C. policy research expert Dan Clifton, Head of Washington Policy Research from Strategas. Dan clarified recent news while sharing his views on the current state of the policy debate in D.C.
PGA Press Release - GA of America Golf Professional Trevor Bensel of LuLu Country [...]
CNBC - John Donaldson, CFA, Vice President - Director of Fixed Income, was polled [...]
On May 7, we held the 2025 Investors Forum, featuring Dan Clifton, D.C. insider [...]
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Delco.Today – Haverford’s Speaking of Quality: Wealth Management Insights podcast was featured in a Delco.Today article, [...]
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The Wall Street Journal - Hank Smith, Director and Head of Investment Strategy was recently [...]
On March 18, 2025, nonprofit professionals from across the Philadelphia region joined us for [...]
"If your actions inspire others to dream more, learn more, do more, and become [...]
Philadelphia Business Journal - Mike Maxwell, Vice President and Portfolio Manager, has been selected [...]
