Recent News and Insights
Market Commentary: March 17, 2026
Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com Geopolitical Shock, Market Resilience Geopolitical events have historically [...]
For the Phans: Lessons from a Philly Mascot
Hank Smith welcomes Tom Burgoyne, entertainer, author, public speaker, and best known as the Phillie Phanatic’s “best friend,” for a conversation about leading with love, finding your passion and tales of Philly’s favorite mascot.
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.
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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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.
On April 7, 2025, we hosted a call to address our clients' frequently asked [...]
On March 18, 2025, nonprofit professionals from across the Philadelphia region joined us for [...]
