Recent News and Insights
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%.
Welcome to Season 5 of Speaking of Quality
Hank Smith, Director and Head of Investment Strategy at Haverford Trust, kicks off Season 5 of the podcast and unveils this season’s theme “Navigating Change: Key Decisions Driving the Future of the Economy.”
Each of our team members play an important role every day at Haverford. In [...]
Building Strong Foundations for Your Financial Freedom A tree with strong roots can [...]
This infographic shows why neglecting to have a financial plan costs investors. [...]
When it comes to your investments, you want to make sure that you are [...]
Investors often use the terms wealth management and financial planning interchangeably. Yet, they each [...]
Despite paying close attention to the stock market, most investors don't have a detailed [...]
By: Binney Wietlisbach – President, Haverford Trust While everyone has likely heard of [...]


