Recent News and Insights
Market Commentary: December 2, 2025
Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com Confidence Low, Spending High - Navigating a K-Shaped [...]
Philanthropic Advising: Helping Nonprofits Achieve their Missions
Hank Smith is joined by Rosemary DiRita, Vice President and Philanthropic Advisor at The Haverford Trust Company, on this episode of Speaking of Quality to discuss the challenges nonprofits face today, creative structures for giving, and the role of a philanthropic advisor.
Thomas Bayer, Jr., CFP®, MT Senior Wealth Planner One of the greatest gifts or [...]
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Since the administration capitulated to market forces on April 9th, significant progress has been made in three distinct areas of Trump’s big gamble of imposing wide-ranging tariffs. As of Friday, May 23rd, the S&P 500 has increased by roughly 17% during this period.
CNBC - John Donaldson, CFA, Vice President - Director of Fixed Income, was polled [...]
On May 7, we held the 2025 Investors Forum, featuring Dan Clifton, D.C. insider [...]
The news last week included numerous market-moving events, which appears to be the norm at present. In the midst of this activity we held our 2025 Investors Forum featuring D.C. policy research expert Dan Clifton, Head of Washington Policy Research from Strategas. Dan clarified recent news while sharing his views on the current state of the policy debate in D.C.
One hundred days into the Trump administration many investors are feeling bruised and battered. Those hoping for a focus on regulatory rollback and tax reforms have instead endured the upending of trade policy and verbal barbs aimed at the Federal Reserve Chair.
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Delco.Today – Haverford’s Speaking of Quality: Wealth Management Insights podcast was featured in a Delco.Today article, [...]
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The top corporate brands in the world are a who’s who of multinational corporations with loyal customers built across years of successful innovation and customer service. Warren Buffet compares a strong brand to a moat around the business, keeping rivals at bay.
