Recent News and Insights
Market Commentary: November 4, 2026
AI's dominance has resulted in an extremely narrow equity market driven by a handful of mega-cap tech names, creating concern that corrections in these stocks will drag down the broader market. However, October proved different. Although the AI trade weakened, the rest of the market finally began to carry more of the load.
Market Commentary: October 21, 2026
With just days until the U.S. midterm elections, it is nearly impossible to escape the political news cycle. However, election results historically have had less impact on market performance than political candidates would have one believe.
Market Commentary: October 15, 2026
The U.S. equity bull market just turned four years old. One defining characteristic of this bull market, and of growing concern to many investors, is its lack of breadth. Historically, narrow market leadership has often been viewed as a warning sign, raising concerns that the market’s foundation may be weaker than headline index returns suggest.
Jason Salmon, CFP®, CSS, Wealth Planner jsalmon@haverfordquality.com 5 Things to Consider for Medicare Open [...]
While New Year’s resolutions are likely long forgotten, it is never too late to [...]
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Bryan P. Tracy, CFA, CFP®, CLU®, Vice President & Director of Portfolio Management btracy@haverfordquality.com [...]
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Jason Salmon, CFP®, Wealth Planner jsalmon@haverfordquality.com Unpacking the One Big Beautiful Bill Act After months [...]
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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 [...]
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Gina Parissi, CFP® Senior Wealth Planner When we hear the term “Estate Planning”, we [...]
This infographic shows why neglecting to have a financial plan costs investors. [...]
