Quality Insights for Smarter Investing
Market Commentary: August 6, 2024
Even the most stoic investors might have suffered heartburn yesterday. On Monday, August 5th the Dow Jones Industrial Average declined more than 1000 points (-2.6%), while the S&P 500 and NASDAQ fell by 3.0% Read More →
Market Commentary: July 23, 2024
Josh Giacalone, Corporate Sustainability Analyst jgiacalone@haverfordquality.com The 2024 election cycle has had no shortage of surprises. With Election Day still more than 15 weeks away, the news that President Biden has withdrawn from the race Read More →
Wealth Planning Resources: 5 Ways the Tax Cuts and Jobs Act Sunsetting Could Impact You
Thomas Bayer, Jr., CFP®, MT Wealth Planner The Tax Cuts and Jobs Act (“TCJA”), signed into law in 2017, represented the most significant overhaul of the U.S. tax code in over three decades. Intended Read More →
2024 Midsummer Outlook
The S&P 500 closed the 2nd quarter at all-time highs. Jobs growth remains steady and disinflationary trends resumed during the quarter, contributing to a positive economic outlook. Additionally, Washington stimulus and ongoing enthusiasm for Read More →
Market Commentary: May 23, 2024
What's Next for the Markets After a 5-Week Winning Streak? Tim Hoyle, CFA, Chief Investment Officer The S&P 500 has advanced 11% year-to-date, while the Dow has recently crossed 40,000, following a 5-week winning Read More →
2024 Spring Outlook
The S&P 500 posted a 10.6% advance in the first quarter of 2024, marking the index’s strongest start of the year since 2019. The quarter also saw 22 record-high closes, a feat not seen since Read More →
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Haverford 2023 Annual Outlook
Haverford executive, investment, and research leaders provided their broad perspectives about the market, the possibility of a recession, and what to expect in 2023 Read More →
