Quality Insights for Smarter Investing
2023 Spring Outlook Havercast
In the 2023 Spring Outlook Havercast, Chief Investment Officer Tim Hoyle, CFA, discusses our expectations for the markets and economy for the rest of the year and drivers of the unexpected outperformance of tech Read More →
2023 Spring Outlook
An Excess of Deposits Proves to be a Financial Excess By: Tim Hoyle, CFA, Chief Investment Officer In our 2023 Outlook, we noted few signs of financial excess that would be cause for Read More →
Market Commentary: March 10, 2023
By: Timothy A. Hoyle, CFA, Chief Investment Officer After suffering a classic run-on-the-bank, the FDIC has taken control of SVB Financial Group, the parent company of Silicon Valley Bank. Following the announcement of major Read More →
Market Commentary: February 16, 2023
Are you nearsighted or farsighted? By: John H. Donaldson, CFA, Vice President & Director of Fixed Income The global economy has proven much stronger than most believed possible over the past several months, despite Read More →
Market Commentary: January 31, 2023
Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com Economic Data and Earnings Support the Market’s Rise Last week’s economic data releases underscore the continued resiliency of the U.S. economy. Quarterly GDP rose 2.9% on an Read More →
Wealth Planning Resources: The SECURE Act 2.0 and Your Retirement Savings
Bryan Tracy, CFA, CFP® Vice President & Director of Wealth Planning Congress recently passed a bill that will make retirement saving more accessible for more Americans. The SECURE Act 2.0 builds on the SECURE Read More →