Recent News and Insights
Market Commentary: August 6, 2026
The recent earnings reports from several major hyperscalers reinforced that AI is a strategic imperative reshaping the capital allocation priorities of the world’s largest technology companies. Those earnings reports also served as a mini referendum on the AI buildout and what investors are prioritizing today.
Leadership, Resilience, and Purpose: Reflections on Season 6
On the season six finale of Speaking of Quality, Hank Smith is joined by Maxine Cuffe, Vice President & Director of Global Strategies at Haverford Trust, to reflect on each episode, highlight some of their favorite stories and discuss important lessons learned.
Bond Traders See Shift Toward New Era of Higher Yields
Yahoo Finance - Hank Smith, Director of Head of Investment Strategy, was quoted in [...]
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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 [...]
In 2017, Trump Administration 1.0 policy commenced with bullish regulatory roll-back and tax reform, [...]
"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 [...]
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City & State Pennsylvania - Rosemary DiRita, Vice President & Philanthropic Advisor, was named a 2025 [...]
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CNBC - John Donaldson, Vice President - Fixed Income, was polled in CNBC's March [...]
Charitable giving is more than a financial decision—it’s a reflection of your values, your [...]
