Recent News and Insights
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 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.
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 [...]
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 [...]
Charitable giving is more than a financial decision—it’s a reflection of your values, your [...]
