Quality Insights for Smarter Investing
Market Commentary: August 15, 2023
Noah Fisher, CFA, Senior Research Analyst nfisher@haverfordquality.com The saying ‘sell in May and go away’ is an axiom that suggests the stock market gets most of its gains between November and April. While many Read More →
Market Commentary: August 1, 2023
Christmas in July Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com I first remember hearing “Christmas in July” in Sunday School, when we would collect and send presents with ample time for the missionaries to Read More →
Takeaways from Our 2023 Midsummer Outlook Brunch
By: Tim Hoyle, CFA, Chief Investment Officer We were delighted to welcome Dan Clifton, Head of Washington Research for Strategas Research Partners, as a featured guest at our Midsummer Outlook Brunch in Avalon. Dan Read More →
Wealth Planning Resources: Estate Planning Essentials
Gina Parissi, CFP® Senior Wealth Planner When we hear the term “Estate Planning”, we may think it doesn’t pertain to us right now or it is a topic we would rather avoid. We tend Read More →
Market Commentary: May 17, 2023
Passing a Debt Ceiling Deal May be the Easy Part Jeff Bagley, CFA, Vice President, Senior Research Analyst, & Portfolio Manager jbagley@haverfordquality.com Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com President Biden and Congressional leadership Read More →
Market Commentary: April 20, 2023
Reports of the Dollar's Demise are Greatly Exaggerated By: Tim Hoyle, CFA, Chief Investment Officer Saudi Arabia and China have recently accelerated yearslong negotiations to price oil contracts in Chinese yuan. These plans are Read More →