Recent News and Insights
2026 Fall Outlook
Investors are navigating a market environment increasingly shaped by a sequence of interconnected forces. Geopolitical tensions are keeping energy prices high. Rising energy prices are contributing to persistent inflation pressures. Elevated inflation is keeping the Fed hawkish and contributing to higher Treasury yields. But despite these headwinds, the U.S. economy continues to demonstrate resilience.
Market Commentary: September 9, 2026
As the NFL season kicks off, investors are also awaiting an important play call from the Federal Reserve. At its September meeting, the Fed must decide whether recent inflation progress is sufficient to keep rates unchanged or whether a rate hike is needed. Regardless of the call, we see several fixed income themes that remain important.
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.
Hank Smith is joined by Pat Roberts and Nancy Blair, co-founders of AIM Academy and the AIM Institute for Learning and Research, on this episode of Speaking of Quality to discuss overcoming entrepreneurial challenges, planning for the future, and the importance of literacy and diverse methods of learning.
Hank Smith is joined by Joyce Abbott, author, public figure, and retired Philadelphia School District educator, on this episode of Speaking of Quality to discuss the power of teamwork, her philosophy for teaching, and the importance of learning about financial literacy and civics at an early age.
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.
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 [...]
