Recent News and Insights
Haverford State of the Markets Commentary
On April 7, 2025, we hosted a call to address our clients' frequently asked questions as we navigate through the volatile market and uncertain economic landscape. Read a recap of the conversation below. Market Effects The aggressive tariff policies implemented by the Trump administration have caused significant concern among investors and economists. Announced tariffs [...]
Wealth Planning Resources: Is Your Giving Aligned With Your Values?
Charitable giving is more than a financial decision—it’s a reflection of your values, your legacy, and the impact you want to leave on the world. But how do you ensure that your giving aligns with what truly matters to you and your family? A well-defined charitable strategy helps you give with purpose. Whether your [...]
Market Commentary: March 14, 2025
The market officially ended the President’s post-election honeymoon as the S&P 500 traded into correction territory on March 13, down 10% from the all-time high in mid-February. The last few weeks have been chaotic, to say the least. Regardless of one’s views on the President’s policies and goals, most Americans wish he would be more consistent with his messaging and follow through. Along with Treasury Secretary Scott Bessent’s talking points, the markets are hearing ‘pull back’.
-
The market officially ended the President’s post-election honeymoon as the S&P 500 traded into correction territory on March 13, down 10% from the all-time high in mid-February. The last few weeks have been chaotic, to say the least. Regardless of one’s views on the President’s policies and goals, most Americans wish he would be more consistent with his messaging and follow through. Along with Treasury Secretary Scott Bessent’s talking points, the markets are hearing ‘pull back’.
