Recent News and Insights
2025 Fall Outlook
During the third quarter of 2025, the S&P 500 rose nearly 8%, recorded 24 all-time high closes, and was never down more than 2%. Heading into the final quarter of the year we anticipate three major trends from the third quarter will continue to power the market’s steady ascension.
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.
Wall Street Journal – Hank Smith, Director, Head of Investment Strategy, was recently interviewed by The [...]
PGA Press Release - GA of America Golf Professional Trevor Bensel of LuLu Country [...]
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CNBC - John Donaldson, CFA, Vice President - Director of Fixed Income, was polled [...]
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Delco.Today – Haverford’s Speaking of Quality: Wealth Management Insights podcast was featured in a Delco.Today article, [...]
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The Wall Street Journal - Hank Smith, Director and Head of Investment Strategy was recently [...]
