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Market Commentary: September 17, 2026
Timothy A. Hoyle, Chief Investment Officer thoyle@haverfordquality.com Finding Ballast for Choppy Markets Markets navigated a difficult week as oil prices surged alongside 10-year Treasury yields....
View ArticleMarket Commentary: September 9, 2026
John F. Thomas, CFA Vice President, Fixed Income Portfolio Manager jthomas@haverfordquality.com Hut, Hut, Hike? As the NFL season kicks off, investors are also awaiting an important play call from the...
View Article3 Common Money Mistakes Even Successful People Make
While New Year’s resolutions are likely long forgotten, it is never too late to revisit your financial plan. Here are three common mistakes that may keep even savvy investors from achieving their...
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Market Commentary: September 2, 2026
Timothy A. Hoyle, Chief Investment Officer thoyle@haverfordquality.com Last Week of August: A Consequential Week as Markets Absorb Big Signals The last week of August is typically reserved for...
View ArticleEconomists want Warsh to share more on his view of the economy at Jackson...
CNBC – Responding to the CNBC Fed Survey, John Donaldson, Vice President, Director of Fixed Income, was quoted as voicing his support of “the chairman’s goals of improving and modernizing the Fed’s...
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Market Commentary: August 27, 2026
Timothy A. Hoyle, Chief Investment Officer thoyle@haverfordquality.com Halie W. O’Shea, Vice President, Director of Research hoshea@haverfordquality.com U.S. Retailers Still Sold on the Consumer Last...
View ArticleWhy the Treasury market’s newfound calm could break down in September
MarketWatch – Hank Smith, Director and Head of Investment Strategy, was quoted in a MarketWatch article examining how the recent calm in the Treasury market could be tested in September as increased...
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Market Commentary: August 19, 2026
Maxine Cuffe Vice President, Director of Global Strategies mcuffe@haverfordquality.com Halie W. O’Shea Vice President, Director of Research hoshea@haverfordquality.com U.S. Debt and Deficits: Is It...
View ArticlePlanning for the Financial Future of Children
Main Line Today – Main Line Today recently featured an article by Bryan Tracy, CFA, CFP®, CLU®, Vice President, Director of Portfolio Management, on planning for the financial future of children. The...
View ArticleBond Traders Look to Jobs Data That May Tip Scale on Fed Hike
Bloomberg | Yahoo! Finance – A Bloomberg article examining how upcoming jobs and inflation data could influence expectations for a Federal Reserve rate hike included insights from Head of Investment...
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Market Commentary: August 6, 2026
Conor Osborne, CFA Research Analyst cosborne@haverfordquality.com The recent earnings reports from Meta, Microsoft, Alphabet, and Amazon reinforced that artificial intelligence (AI) is a strategic...
View ArticleHaverford Trust Announces Four Strategic Team Promotions
Leadership Appointments Reflect Firm’s Commitment to Developing Talent and Delivering Exceptional Client Service RADNOR, PA – August 3, 2026 – The Haverford Trust Company, a private firm providing...
View Article2026 Haverford Philadelphia PGA Classic Televised
The 28th Haverford Philadelphia PGA Classic was the subject of a one-hour special on Inside Golf. The special covered all of the major highlights from May’s tournament at Sunnybrook Golf Club. PGA of...
View ArticleInsights from Our 2026 Midsummer Outlook Avalon Event
As surging technology demand reshapes the energy landscape, investors are increasingly asking what it could mean for markets and portfolios. Haverford’s 2026 Midsummer Outlook event at the Avalon Yacht...
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Market Commentary: July 28, 2026
Timothy A. Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com Pivotal Week for the Markets The week of July 27th is likely to be the most pivotal week of the summer season with financial...
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Haverford Nonprofit Board Governance Webcast Series
Financial stability is about more than a balanced budget or a strong year-end report. In this on-demand webcast, Rosemary DiRita of Haverford Trust is joined by governance expert Patti Connolly and...
View ArticlePhiladelphia’s blue-collar ‘boom times’ drive optimism for local business...
Philadelphia Business Journal – Joe McLaughlin, Chairman and CEO, served as a featured panelist at the Philadelphia Business Journal’s Mid-Year Economic Forecast event. The panel examined the region’s...
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Haverford 2026 Midsummer Outlook
2026 Midsummer Outlook Halfway through the year, the market-moving themes we identified in January are coming into sharper focus. In this year’s Midsummer Outlook, our investment team examines key...
View ArticleConsumers are still begrudgingly spending more money as inflation rises
MSN – Hank Smith, Director and Head of Investment Strategy, was quoted in an article highlighting how Americans continue spending despite rising inflation and mixed economic sentiment, supported by a...
View ArticleHank Smith Lays Out Expectations for Thursday’s PCE Report
New York Stock Exchange – Hank Smith, Director and Head of Investment Strategy, joined the New York Stock Exchange to discuss his expectations for Thursday’s PCE inflation report, outlining how...
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