Recent News and Insights
Market Commentary: September 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.
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.”
The Wall Street Journal - Hank Smith, Director and Head of Investment Strategy was recently [...]
Philadelphia Business Journal - Mike Maxwell, Vice President and Portfolio Manager, has been selected [...]
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City & State Pennsylvania - Rosemary DiRita, Vice President & Philanthropic Advisor, was named a 2025 [...]
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CNBC - John Donaldson, Vice President - Fixed Income, was polled in CNBC's March [...]
Charitable giving is more than a financial decision—it’s a reflection of your values, your [...]
MONTCO Today - Bryan Tracy and Gina Parissi of Haverford's Wealth Planning team contributed [...]
