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.”
Market Commentary: August 20, 2025
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.
Jason Salmon, CFP®, Wealth Planner jsalmon@haverfordquality.com Unpacking the One Big Beautiful Bill Act After months [...]
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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.”
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Thomas Bayer, CFP®, MT, Wealth Planner tbayer@haverfordquality.com When the Markets Give You Lemons, Make [...]
Charitable giving is more than a financial decision—it’s a reflection of your values, your [...]
