Recent News and Insights
Philanthropic Advising: Helping Nonprofits Achieve their Missions
Hank Smith is joined by Rosemary DiRita, Vice President and Philanthropic Advisor at The Haverford Trust Company, on this episode of Speaking of Quality to discuss the challenges nonprofits face today, creative structures for giving, and the role of a philanthropic advisor.
2025 Fall Outlook
During the third quarter of 2025, the S&P 500 rose nearly 8%, recorded 24 all-time high closes, and was never down more than 2%. Heading into the final quarter of the year we anticipate three major trends from the third quarter will continue to power the market’s steady ascension.
Financial Literacy: Navigating Our Relationship with Money
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.
Philadelphia Business Journal - Mike Maxwell, Vice President and Portfolio Manager, has been selected [...]
City & State Pennsylvania - Rosemary DiRita, Vice President & Philanthropic Advisor, was named a 2025 [...]
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CNBC - John Donaldson, Vice President - Fixed Income, was polled in CNBC's March [...]
Charitable giving is more than a financial decision—it’s a reflection of your values, your [...]
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’.
MONTCO Today - Bryan Tracy and Gina Parissi of Haverford's Wealth Planning team contributed [...]
