Recent News and Insights
Market Commentary: September 17, 2026
Markets navigated a difficult week as oil prices surged alongside 10-year Treasury yields. Unfortunately, the view ahead also looks far from smooth sailing. We believe investors should brace for continued near-term volatility as markets confront a number of headwinds, both new and ongoing.
Market Commentary: August 19, 2026
Two of the main headwinds facing U.S. equity markets are inflation and rising long-term interest rates. While inflation remains sticky, the most recent CPI data showed some easing in price pressures. However, attention has increased on the Treasury yield curve, and by extension, what interest rates and the scale of U.S. Treasury debt issuance are signaling about America's fiscal health.
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.
Wall Street Journal – Hank Smith, Director, Head of Investment Strategy, was recently interviewed by The [...]
Thomas Bayer, CFP®, MT, Wealth Planner tbayer@haverfordquality.com When the Markets Give You Lemons, Make [...]
PGA Press Release - GA of America Golf Professional Trevor Bensel of LuLu Country [...]
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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 [...]
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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 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 [...]
