News and Insights

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

Recent News and Insights

Quality Insights
2025 Fall Outlook
During the third quarter of 2025, the S&P 500 rose nearly 8%, recorded 24 all-time high closes, and was never down more than 2%. Heading into the final quarter of the year we anticipate three major trends from the third quarter will continue to power the market’s steady ascension.
October 1, 2025

Podcasts
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.”
August 20, 2025
Quality Insights
Market Commentary: August 20, 2025
The hype in Artificial Intelligence (AI), what many say, is a modern-day gold rush, is amassing trillions of dollars of investment. A recent UN Trade and Development (UNCTAD) report projects the global AI market will grow from $189 billion in 2023 to $4.8 trillion by 2033; massive gains and insatiable demand is being seen in all corners of the industry.
August 18, 2025

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.