Recent News and Insights
Market Commentary: May 13, 2025
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.
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 [...]
It has been 21 days since the inauguration and 1 day since the Eagles won Super Bowl LIX, yet it feels like months of news headlines have occurred. On one hand, as Disruptor in Chief, President Trump has ushered in a period of unprecedented policy uncertainty. On the other hand, his mission is certain and his motives and methods are clear.
The Haverford Trust Company recently introduced Rosemary DiRita as Vice President for the newly [...]
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Halie O'Shea, Vice President & Director of Research hoshea@haverfordquality.com Is the "January Effect" real? [...]
