Recent News and Insights
Market Commentary: August 27, 2026
Last week’s earnings results from several major retailers gave an important fresh look into how U.S. consumers may be feeling—and spending. The major retailers generally confirmed the view of steady consumer spending, reporting solid results. However, as expected, there were some signs of consumers becoming more cautious.
Hank Smith Lays Out Expectations for Thursday’s PCE Report
New York Stock Exchange - Hank Smith, Director and Head of Investment Strategy, joined [...]
Federal Reserve holds interest rates steady amid resurgent inflation
CBS News - Hank Smith, Director and Head of Investment Strategy, at Haverford Trust [...]
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 [...]
The Haverford Trust Company, a private firm providing investment management, trust and estate administration, [...]
Each of our team members play an important role every day at Haverford. In [...]
Building Strong Foundations for Your Financial Freedom A tree with strong roots can withstand [...]
This infographic shows why neglecting to have a financial plan costs investors. [...]


