News and Insights

Timely market commentary, financial education resources, and thought leadership to help you stay informed as an investor.

Recent News and Insights

  • Doubts Persist About Whether Fed Chair Nominee Warsh Will be Independent, CNBC survey finds

    CNBC - John Donaldson, Vice President & Director of Fixed Income, was quoted in [...]

  • Market Commentary: September 4, 2025

    The economic data released on Friday, August 29th was in line with expectations. Headline Personal Consumption Expenditure Price Index (PCE), the Fed’s preferred measure of inflation, increased 2.6% year-over-year while Core PCE, which excludes food and energy prices, increased 2.9%. Personal income was up 0.4% compared to the previous month while personal spending increased 0.5%.

  • Welcome to Season 5 of Speaking of Quality

    Hank Smith, Director and Head of Investment Strategy at Haverford Trust, kicks off Season 5 of the podcast and unveils this season’s theme “Navigating Change: Key Decisions Driving the Future of the Economy.”

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SPEAKER SERIES FOR WOMEN

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Educational programming to empower women in financial conversations and accelerate their professional and personal development.

SPEAKING OF QUALITY

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Our podcast features authors, business leaders, and wealth management experts who share stories from their careers, and insights on topics that impact financial wellness.