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.
Market Commentary: November 20, 2025
Tim Hoyle, Chief Investment Officer Thoyle@haverfordquality.com AI, Speculation, and Market Fundamentals As of mid-November, market [...]
Charitable giving is more than a financial decision—it’s a reflection of your values, your [...]
The market officially ended the President’s post-election honeymoon as the S&P 500 traded into correction territory on March 13, down 10% from the all-time high in mid-February. The last few weeks have been chaotic, to say the least. Regardless of one’s views on the President’s policies and goals, most Americans wish he would be more consistent with his messaging and follow through. Along with Treasury Secretary Scott Bessent’s talking points, the markets are hearing ‘pull back’.
MONTCO Today - Bryan Tracy and Gina Parissi of Haverford's Wealth Planning team contributed [...]
The S&P 500 closed Friday down for the week, but remains just 3% off its all-time high set only nine days prior. However, it may feel worse. Keeping pace of headlines during the past month has been difficult and discerning the news from the noise even more so. The news cycle and markets are moving so quickly, it’s like listening to an audio book set at 2x read-back speed; as hard as you try to follow the narrator, it’s just too fast to keep up.
CNBC - John Donaldson, Vice President - Fixed Income, was surveyed on how tariffs [...]
