Join host Hank Smith on this episode of Speaking of Quality: Wealth Management Insights as he chats with Eileen Chambers, Vice President and Portfolio Manager at Haverford Trust. With over three decades of experience in the financial services industry, Eileen boasts unique, firsthand knowledge and expertise when it comes to building and growing an investment portfolio.
 During this episode, you will hear about balancing portfolios, assessing risk, and the value of knowing your investment goals and risk tolerance. Eileen also shares advice for aspiring professionals in the investment management field. Don't miss this engaging conversation packed with expertise and industry perspectives!
 
 To learn more about The Haverford Trust Company, please visit https://haverfordquality.com/ 

In the second and final part of the Charitable Giving & You series on Speaking of Quality: Wealth Management Insights, host Hank Smith continues the conversation on how donors can maximize their philanthropic impact. This time, he is joined by Eric Pryor, President and CEO, and Jane Allsopp, Chief Development Officer of Pennsylvania Academy of Fine Arts (PAFA). Hank asks Eric and Jane about the benefits of charitable giving for organizations like PAFA, the challenges they face in fundraising, and the types of donations they are seeing. Additionally, Jane provides insight on the organization's preference for restricted or unrestricted giving, and the importance of developing relationships with donors. The podcast concludes with a discussion on what's next for PAFA. Tune in for valuable insights on best practices for donors supporting a nonprofit.
 
 To learn more about The Haverford Trust Company, please visit https://haverfordquality.com/

In this podcast, host Hank Smith, Director and Head of Investment Strategy at The Haverford Trust Company, speaks with Rebecca Moffett, President of Vanguard Charitable, about best practices for donors supporting a nonprofit. The episode provides insight on restricted versus unrestricted gifts, planned giving, donor relationships, and explores the benefits and differences of donor-advised funds (DAFs), community foundations, and private foundations. They also discuss how individuals can ensure that their charitable giving has the greatest impact, trends in charitable giving, and advancements in technology in the charitable giving space. This is the first part of a two-part series on charitable giving.
 
 To learn more about The Haverford Trust Company, please visit https://haverfordquality.com/ 

In this episode of Speaking of Quality: Wealth Management Insights with Hank Smith by Haverford Trust, your host Hank Smith puts TV personality and financial journalist, Bob Pisani, in the interview seat. Bob, who has covered Wall Street and the stock market for over 30 years and currently serves as senior market correspondent at CNBC, has reported on many of the most famous financial news in the stock world and recently published a book about his experience called “Shut Up and Keep Talking.” 

The episode covers a wide range of topics related to long-term market trends, including Bob's personal investment philosophy, the importance of a long-term investment mindset, and common mistakes that investors should avoid. Bob shares humorous stories about what it’s like to work at CNBC, how he gets the attention of famous guests and what he’s learned about the importance of discovering what motivates people when building compelling stories about finance.

To learn more about The Haverford Trust Company, please visit https://haverfordquality.com/.

In this episode of Speaking of Quality: Wealth Management Insights with Hank Smith by Haverford Trust, your host Hank Smith sits down with Annie Duke, former professional poker player, World Series of Poker winner and an esteemed author and speaker on decision science.  

Hank and Annie delve into the similarities of poker and investment management and the role that cognitive behavior plays in both. What can investors learn from poker? When should you walk away from an investment? What is a sound decision?

The same thinking Annie used to win at poker can be used when making investing decisions, including the need to understand overconfidence and confirmation bias to make better choices and how the desire for certainty is a dangerous strategy when it comes to reaching our goals. Annie highlights that people tend to blame losses on luck, fold their hand too late or pull out too early, and believe quitters are losers. This episode will prove to you why quitters are sometimes winners and what strategies will help you win more.

To learn more about The Haverford Trust Company, please visit https://haverfordquality.com/.

Welcome to Speaking of Quality: Wealth Management Insights with Hank Smith, a podcast by The Haverford Trust Company. In this episode, Hank Smith, the Director and Head of Investment Strategy at Haverford Trust, introduces  listeners to Haverford Quality Investing® and how it serves as the foundation for this podcast series . Hank also discusses the personalized approach Haverford Trust employs when helping individuals and families meet their financial goals. Join us as we explore the world of wealth management with a focus on clarity, calm, and a bit of fun.  
 
 Throughout the season, Hank will chat with authors, influencers, and wealth management experts as they share their experiences and insights on topics ranging from estate planning, retirement resilience, market trends, behavioral psychology, and much more. Tune in to Speaking of Quality wherever you listen to podcasts and subscribe to hear from our exciting line-up of guests.

To learn more about The Haverford Trust Company, please visit https://haverfordquality.com/.