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: August 20, 2025
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.
Market Commentary: August 4, 2025
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.
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August: In like Bear, out like Bull Tim Hoyle, Chief Investment Officer The month [...]
Promotions from Within Highlight the Firm’s Commitment to Fostering Talent and Cultivating Firm-wide Institutional [...]
The 26th Haverford Philadelphia PGA Classic was the subject of a one-hour special on [...]
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Even the most stoic investors might have suffered heartburn yesterday. On Monday, August 5th [...]
Josh Giacalone, Corporate Sustainability Analyst jgiacalone@haverfordquality.com The 2024 election cycle has had no shortage of [...]
Thomas Bayer, Jr., CFP®, MT Wealth Planner The Tax Cuts and Jobs Act (“TCJA”), [...]
The S&P 500 closed the 2nd quarter at all-time highs. Jobs growth remains steady [...]
