Recent News and Insights
Financial Literacy: Navigating Our Relationship with Money
Hank Smith is joined by Carly Meyer Bentley, CEO & Founder, The Freckled Strawberry, Inc., on this episode of Speaking of Quality to discuss entrepreneurship, the importance of financial literacy and how to navigate your relationship with money.
Market Commentary: September 4, 2025
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%.
The S&P 500 posted a 10.6% advance in the first quarter of 2024, marking [...]
The “Wealth Effect” Maxine Cuffe, CFA, Vice President & Director of Global Strategies As [...]
CNBC - John Donaldson, Vice President & Director of Fixed Income, was quoted in a [...]
Gina Parissi, CFP® Senior Wealth Planner As we welcome the arrival of spring and [...]
The Haverford Trust Company President, Keith Aleardi, was featured in Capital Analytics Associates, where [...]


