Recent News and Insights
Market Commentary: September 2, 2026
The last week of August is typically reserved for holiday vacations and back-to-school prep. However, this August demanded investors’ attention as markets had no shortage of consequential news to process. Our key takeaway: the bull case, founded on capex-driven earnings growth, remains intact.
Insights from Our 2026 Midsummer Outlook Avalon Event
As surging technology demand reshapes the energy landscape, investors are increasingly asking what it [...]
Market Commentary: July 28, 2026
Timothy A. Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com Pivotal Week for the Markets The [...]
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.
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.
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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%.
Jason Salmon, CFP®, Wealth Planner jsalmon@haverfordquality.com Unpacking the One Big Beautiful Bill Act After months [...]
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 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.
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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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The stock market continues to trade near all-time highs in conjunction with strength in the U.S. economy. Despite persistent concerns about inflation pressures and slowing growth (i.e. stagflation), the data continues to tell a more constructive story— one of cautious optimism and a consumer that remains engaged.
