Recent News and 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.
Financial Literacy: Navigating Our Relationship with Money
Hank Smith is joined by Carly Meyer Bentley, CEO & Founder, The Freckled Strawberry, Inc., on this episode of Speaking of Quality to discuss entrepreneurship, the importance of financial literacy and how to navigate your relationship with money.
The S&P 500 closed the 2nd quarter at all-time highs. Jobs growth remains steady [...]
On May 10, 2024, Haverford hosted a nonpartisan roundtable conversation on policy, impact, and [...]
PGA Press Release- PGA of America Golf Professional John Pillar of the Country Club [...]
What's Next for the Markets After a 5-Week Winning Streak? Tim Hoyle, CFA, Chief [...]
The S&P 500 posted a 10.6% advance in the first quarter of 2024, marking [...]
The “Wealth Effect” Maxine Cuffe, CFA, Vice President & Director of Global Strategies As [...]
CNBC - John Donaldson, Vice President & Director of Fixed Income, was quoted in a [...]
Gina Parissi, CFP® Senior Wealth Planner As we welcome the arrival of spring and [...]
