Recent News and Insights
Market Commentary: October 8, 2025
The S&P 500 hit an all-time high six days into a government shutdown. It seems nothing will slow this market down as long as three critical ingredients are in place: 1) easing monetary policy, 2) strong earnings growth, and 3) AI optimism. At least for now, weaker employment data, geo-politics, and weak consumer sentiment just doesn't matter.
Market Commentary: May 13, 2025
The news last week included numerous market-moving events, which appears to be the norm at present. In the midst of this activity we held our 2025 Investors Forum featuring D.C. policy research expert Dan Clifton, Head of Washington Policy Research from Strategas. Dan clarified recent news while sharing his views on the current state of the policy debate in D.C.
Market Commentary: April 29, 2025
One hundred days into the Trump administration many investors are feeling bruised and battered. Those hoping for a focus on regulatory rollback and tax reforms have instead endured the upending of trade policy and verbal barbs aimed at the Federal Reserve Chair.
The S&P 500 closed the 2nd quarter at all-time highs. Jobs growth remains steady [...]
On May 10, 2024, Haverford hosted a nonpartisan roundtable conversation on policy, impact, and [...]
PGA Press Release- PGA of America Golf Professional John Pillar of the Country Club [...]
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What's Next for the Markets After a 5-Week Winning Streak? Tim Hoyle, CFA, Chief [...]
The S&P 500 posted a 10.6% advance in the first quarter of 2024, marking [...]
