Recent News and Insights
Leadership, Resilience, and Purpose: Reflections on Season 6
On the season six finale of Speaking of Quality, Hank Smith is joined by Maxine Cuffe, Vice President & Director of Global Strategies at Haverford Trust, to reflect on each episode, highlight some of their favorite stories and discuss important lessons learned.
Bond Traders See Shift Toward New Era of Higher Yields
Yahoo Finance - Hank Smith, Director of Head of Investment Strategy, was quoted in [...]
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 [...]
The market officially ended the President’s post-election honeymoon as the S&P 500 traded into correction territory on March 13, down 10% from the all-time high in mid-February. The last few weeks have been chaotic, to say the least. Regardless of one’s views on the President’s policies and goals, most Americans wish he would be more consistent with his messaging and follow through. Along with Treasury Secretary Scott Bessent’s talking points, the markets are hearing ‘pull back’.
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 [...]
