Recent News and Insights
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.”
U.S. News & World Report — Hank Smith, Head of Investment Strategy, was quoted [...]
The Haverford Speaker Series for Women® began as an initiative to encourage women to [...]
CNBC — John Donaldson, Vice President & Director of Fixed Income, was quoted in [...]
We recently held our 2023 Midsummer Economic Outlook event in Avalon, NJ. Haverford CIO [...]
Gina Parissi, CFP® Senior Wealth Planner When we hear the term “Estate Planning”, we [...]


