Recent News and Insights
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.
Fiscal Policy and The Fed: A Peek Behind the Curtain
Hank Smith is joined by Loretta Mester, member of The Haverford Trust Company’s Board of Directors, on this episode of Speaking of Quality to discuss fiscal policy, lessons from previous economic crises, and the current economic outlook.
Market Commentary: November 6, 2025
Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com Earnings Results Justify Lofty Multiples for Top Tech [...]
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The economic data released on Friday, August 29th was in line with expectations. Headline Personal Consumption Expenditure Price Index (PCE), the Fed’s preferred measure of inflation, increased 2.6% year-over-year while Core PCE, which excludes food and energy prices, increased 2.9%. Personal income was up 0.4% compared to the previous month while personal spending increased 0.5%.
Jason Salmon, CFP®, Wealth Planner jsalmon@haverfordquality.com Unpacking the One Big Beautiful Bill Act After months [...]
The hype in Artificial Intelligence (AI), what many say, is a modern-day gold rush, is amassing trillions of dollars of investment. A recent UN Trade and Development (UNCTAD) report projects the global AI market will grow from $189 billion in 2023 to $4.8 trillion by 2033; massive gains and insatiable demand is being seen in all corners of the industry.
Haverford hosted its 2025 Midsummer Outlook event at the Avalon Yacht Club where our [...]
The 27th Haverford Philadelphia PGA Classic was the subject of a one-hour special on [...]
During the final week of July, investors received a significant amount of news and data. Outlined below are four developments shaping market conditions in the near term, along with a reminder that, despite the news, it is almost always an opportune time to invest.
The circumstances in which leaders operate are constantly evolving, yet the timeless traits essential [...]
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The stock market continues to trade near all-time highs in conjunction with strength in the U.S. economy. Despite persistent concerns about inflation pressures and slowing growth (i.e. stagflation), the data continues to tell a more constructive story— one of cautious optimism and a consumer that remains engaged.
