Shows
Money Life with Chuck JaffeFundstrat's Newton expects the market to melt up another 5% by year's endMark Newton, global head of technical strategy at Fundstrat Global Advisors, says he is optimistic for the rest of 2025, though he expects choppiness as the Standard & Poor's 500 moves toward a year-end target of 6,650. Newton says the economy has been resilient through the headline risks and that the market is in a "Goldilocks state because the Fed is certainly going to cut three times between now and next summer, earnings are coming in good and yet there's still a wall of worry," making for "a very favorable path for investing in the second half of this year." Economist and New...2025-07-1557 min
Speaking of QualityEconomic Drivers of Today: Closing Thoughts on Season 4On this episode of Speaking of Quality, Hank Smith is joined by Maxine Cuffe, Vice President & Director of Global Strategies at The Haverford Trust Company. Together, Hank and Maxine take a look back at the episodes and guests from Season 4 of Speaking of Quality and share some of their favorite moments. They review the economic outlook for the year and share valuable lessons learned throughout the season about key economic drivers.2025-04-3030 minSpeaking of QualityThe Ins and Outs of MedicareOn this episode of Speaking of Quality, Hank Smith is joined by Diane Duda, as a PA MEDI Medicare counselor with 40 years of experience in the insurance industry. In their conversation, Diane tells Hank about PA MEDI’s mission and its work to educate consumers about Medicare and the options available on the market. Diane also discusses how Medicare is funded, the premium structures for Part A and Part B, the differences of Medicare Advantage, and the benefits of Medicare Supplement Insurance. 2025-04-1631 minSpeaking of QualityThe Value of Arts & Culture in Economies and CommunitiesOn this episode of Speaking of Quality, Hank Smith is joined by Joan Roebuck-Carter, Senior Vice President of Institutional Advancement at the Mann Center for Performing Arts. In their conversation, Joan shares how she landed in Philadelphia’s arts & culture scene, the importance of fundraising, and the impact arts institutions have in the community and the economy. Hank and Joan also touch on how the Mann Center for Performing Arts overcame challenges during the pandemic and its community engagement and education initiatives.2025-04-0230 minSpeaking of QualityFrom the Football Field to the Backyard: Real Estate Investment with Brent CelekOn this episode of Speaking of Quality, Hank Smith is joined by Brent Celek, former Philadelphia Eagles tight end and Super Bowl LII Champion, and owner and operator of Brent Celek Real Estate. In this engaging conversation, Hank and Brent explore the changing real estate market in Philadelphia and the pros and cons of investing in real estate. They also dive into Brent’s football career and the lessons he learned during his time in the locker room. 2025-03-1926 minSpeaking of QualityWealth Planning: Building a Confident Financial FutureOn this episode of Speaking of Quality, Hank Smith welcomes Bryan Tracy, Vice President and Director of Wealth Planning at Haverford Trust, and Gina Parissi, Senior Wealth Planner at Haverford Trust. Bryan and Gina lead an insightful conversation around the importance of wealth planning, what it entails, and the role of advisors in helping individuals and families establish a wealth plan. They also share Haverford Trust’s approach to wealth planning and the benefits that proactive wealth planning can provide now and into the future. 2025-03-0630 minSpeaking of QualitySmall Business, Big Impact: Entrepreneurship and the EconomyOn this episode of Speaking of Quality, Hank Smith is joined by Kim Wright, owner of five franchise locations of Nothing Bundt Cakes and co-founder of Wright Commissioning. Hank and Kim discuss the role of small businesses and franchises in the U.S. economy, the challenges faced by entrepreneurs during and after the pandemic, and Kim’s experience as a female business owner and operator. 2025-02-1232 minSpeaking of QualityState of the Union with Joe McLaughlinIn this episode of Speaking of Quality, Hank Smith welcomes Joe McLaughlin, Chairman and CEO of the Haverford Trust Company, to share his State of the Union message. Joe reflects on successes at Haverford Trust in 2024, including growth in wealth planning, investment in nonprofit services, and adoption of new technologies. He also provides a look ahead at what’s to come in 2025. 2025-01-2909 minSpeaking of Quality2025 Outlook: Uncovering Economic and Market TrendsIn this episode of Speaking of Quality, Hank Smith and a panel of experts from The Haverford Trust Company dig into Haverford Trust’s 2025 Outlook, unpacking economic and market trends from 2024 and looking ahead to what listeners can expect in 2025. Hank is joined by Haverford Trust’s President Keith Aleardi, Vice President & Director of Global Strategies Maxine Cuffe, Chief Investment Officer Tim Hoyle, and Vice President & Director of Fixed Income John Donaldson for a dynamic conversation that touches on the impacts of the AI revolution, anticipated changes in government regulation, and trends in consumer spending. 2025-01-1544 minSpeaking of QualityFaces of Philadelphia: Closing Thoughts on Season 3In this episode of Speaking of Quality, Hank Smith is joined by Maxine Cuffe, Vice President and Director of Global Strategies at The Haverford Trust Company, to close out Season 3 by looking back at the insightful conversations with guests who have made their mark in the fabric of Philadelphia. The two talk about inspiring stories and key lessons learned, how Philadelphia has evolved over the years, and the importance of continued learning and growth. Episode Summary [01:33] Larry Kane’s Conversations with World Leaders[03:31] Nisiar Smith and Philly Phinancial Literacy Week[05:30] Maureen Tomoschuk and CVIM2024-12-0425 minSpeaking of QualityLeadership and Legacy: Upholding America's Founding Civic Values TodayIn this episode of Speaking of Quality, Hank Smith is joined by Jeff McFadden, CEO of the Union League of Philadelphia, to discuss the club's history, growth, and ongoing challenges. Jeff shares insights into the Union League's origins during the Civil War, its transformation into a premier social club, and the importance of philanthropy and civic education today. The two talk about how the club has navigated adversity, while maintaining a focus on long-term growth and talent retention. The conversation also highlights the launch of Founding Forward, a nonprofit dedicated to enhancing civic education across the U.S.2024-11-2029 minSpeaking of QualityKnowledge Is Power: The Importance of Educational Pathways and Continuous LearningHank Smith is joined by Farah Jimenez, President and CEO of the Philadelphia Education Fund (PFF), on this insightful and educational episode of Speaking of Quality. Hank and Farah discuss how her parents’ immigration from Cuba shaped her career, the importance of creating educational pathways, and how to foster an ecosystem of success. Tune in to hear all of these stories and more, including how PEF is helping shape the lives of so many young, aspiring students across Philadelphia. [02:38] Passion for Serving the Community [07:25] Leading the Philadelphia Education Fund[10:18] Importance of Trade Schools and Education [13...2024-11-0631 minSpeaking of QualityLeadership: Knowing When to Get in the Pool with Brian TierneyOn this episode of Speaking of Quality, Hank Smith is joined by Brian Tierney, Chief Executive Officer of Brian Communications and RealTime Media, former part owner of The Philadelphia Inquirer, and longtime marketing and public relations executive. Hank and Brian dive into Brian’s career in politics, specifically his time spent with the Reagan Administration, his transition into the world of marketing, and his one piece of advice when it comes to ensuring success in any endeavor. Throughout the episode, Hank and Brian talk about career transitions, the impact of philanthropic work, the importance of surr...2024-10-2332 minSpeaking of QualityLeading with Compassion: Why Access to High-Quality Healthcare is Essential to Community GrowthHank Smith sits down with Maureen Tomoschuk, President and CEO of Community Volunteers in Medicine, on this episode of Speaking of Quality. CVIM is an incredible organization that provides uninsured working people with low incomes in Chester County with access to high quality healthcare. Maureen’s extensive work within CVIM and the healthcare industry spans more than 35 years, and her dedication to philanthropy and community-based care is unmatched. Throughout the episode, Hank and Maureen discuss CVIM’s mission and why high-class, quality healthcare is integral to a healthy, strong, and successful community. [01:57] Pursuing a Caree...2024-10-0933 minSpeaking of QualityEmpowering the City of Brotherly Love Through Financial Literacy with Nisiar SmithHank Smith is joined by Nisiar Smith, Founder and Chairman of Philly Phinancial Literacy Week Inc., on this episode of Speaking of Quality. Nisiar’s journey in finance has been as inspiring as it is impactful. His passion for empowering underserved communities led him to found Philly Phinancial Literacy Week, a nonprofit organization dedicated to connecting financial education and economic resources to create opportunities for financial independence. Throughout this episode, Nisiar and Hank chat about Nisiar’s career journey and his unmatched dedication to making financial literacy not only accessible to all, but also life-changing for those...2024-09-2529 minSpeaking of QualityGoing Beyond the Headlines with Broadcast Legend Larry Kane – Part 2Hank Smith continues his candid conversation with Philadelphia legend, Larry Kane, to dive deeper into the importance of philanthropy in the United States and the significance of local elections. Throughout the second half of Hank and Larry’s discussion, Larry shares stories about his 40+ years of community involvement with impactful organizations, including the Delaware Valley Multiple Sclerosis Society, the National Multiple Sclerosis Society, the National Adoption Center, and more. Episode Summary [02:29] The Impact of Giving Back to the Community [06:36] Role of the Mayor [08:37] Larry’s Experience with Political Conventions [11:26...2024-09-1216 minSpeaking of QualityGoing Beyond the Headlines with Broadcast Legend Larry Kane – Part 1Hank Smith is joined by Emmy-award-winning broadcaster, television news anchor, journalist and author, Larry Kane, on this story-packed episode of Speaking of Quality. Larry, often referred to as the “dean of Philadelphia television news anchors,” spent more than 55 years in Philadelphia broadcasting. His career has taken him to groundbreaking world affairs, political conventions, iconic sporting events. He’s even been a “groupie” of one of the most famous bands in history, The Beatles. Throughout this episode, Hank and Larry dive into some of the most defining moments of his career, and the incredible interviews and stories tha...2024-09-1130 minSpeaking of QualitySeason 3 Preview: Faces of PhiladelphiaHank Smith kicks off Season 3 of “Speaking of Quality – Wealth Management Insights”! This season, Hank will take listeners on a remarkable journey through Philadelphia, engaging with some of the city’s most influential leaders. Each episode will uncover their personal journeys, invaluable insights, and the lessons they’ve learned along the way. From behind-the-scenes stories to profound wisdom, guests will share their unique perspectives on leadership, resilience, and the intersection of wealth management and personal growth. Join Hank as he explores how these distinguished Philadelphians have navigated their paths to success and discover how their experiences...2024-08-2801 minMoney Life with Chuck JaffeWisdomTree's Weniger: Fed chair Powell needs to be careful nowJeff Weniger, head of equity strategy at WisdomTree Asset Management, says that while rate cuts tend to be good for the market, there is an unusual circumstance now where the cuts upend the Japanese yen carry trade. That created the market's short-lived August drawdown, but that circumstance could resurface; while the market has moved past that problem, Weniger notes that the Fed's expected actions in cutting rates are happening during a bull market run, which tends to be unusual, but which has to be taken as a bullish sign this time. Weniger notes that he particularly likes small caps a...2024-08-271h 00Speaking of QualitySpeaking of Quality ... Looking Back at Season 2Hank Smith and Maxine Cuffe come together to close out another story-packed and insight-driven season of Speaking of Quality. Throughout the episode, Hank and Maxine reflect on some of the most interesting stories, impactful lessons, and unforgettable moments that shaped Season 2. From small business owners to CEOs to journalists to NFL legends, this season was chock full of advice, tips and stories that will resonate with anyone listening. 2024-05-1533 minSpeaking of QualityInsights & Outlooks: Navigating Economic Terrain with Ed BoehneHank Smith is joined by dear friend and longtime colleague, Ed Boehne, on an insight-driven episode of Speaking of Quality. Ed, Former President and CEO of the Federal Reserve Bank of Philadelphia and Haverford’s Senior Economic Advisor and Director, talks to Hank about his journey and rise to leadership at the Fed, the complexities of economic policy, and how effective listening can lead to impactful leadership. Throughout this episode, Hank and Ed dive into some of the most defining moments of his career, from challenging economic landscapes to pivotal policy decisions. This conversation is pack...2024-05-0140 minSpeaking of QualitySuccess Under Pressure: Leadership, Business, and Life Lessons from the Turf to the TerroirHank Smith welcomes the legendary Dick Vermeil to another story-packed episode of Speaking of Quality. The NFL and local legend, Hall of Famer, and business owner chats with Hank about the keys to effective leadership, the magic of gut instinct, and the importance of chemistry – both on and off of the football field. Throughout this invigorating episode, Dick and Hank share stories about overcoming obstacles, changing challenges into opportunities, and motivating the people around you to achieve things bigger than themselves. 2024-04-1739 minSpeaking of QualityCivic Literacy: Igniting Change and Fostering an Engaged and Educated CommunityLauren Cristella, CEO of Committee of 70, joins host Hank Smith for another exciting episode of Speaking of Quality. Lauren, a passionate advocate for active citizenship and dedicated leader in Philadelphia, chats with Hank about the future of the historic 120-year-old nonprofit, the critical role civic literacy plays in building a better future for Pennsylvanians, and strategies for policymakers and organizations to enhance literacy on a broader scale. Throughout the episode, Lauren and Hank discuss how individuals can become more engaged with public policy and share actionable advice for affecting change in the community. Epi...2024-04-0428 minSpeaking of QualityFrom Print to Podcast: Unraveling the Past, Present, and Future of Financial News with Chuck JaffeHank Smith is back for another episode of Speaking of Quality: Wealth Management Insights. In this episode, he reconnects with seasoned podcast host and influential journalist, Chuck Jaffe. With nearly 30 years of experience as a financial journalist, Chuck brings a unique perspective when it comes to the complexities of the financial world. Throughout this dynamic episode, Hank and Chuck explore Chuck’s career journey, including his work as both a financial and sports journalist. The two also dive into Chuck’s experience as a published author and why he thinks everyone – young and old – should read Poor...2024-02-2241 minSpeaking of QualityLeadership and Healthcare Excellence: Insights from Madeline Bell, CEO of Children's Hospital of PhiladelphiaJoin host Hank Smith on this episode of Speaking of Quality: Wealth Management Insights as he sits down with Madeline Bell, President & CEO of the Children’s Hospital of Philadelphia and winner of the prestigious 2023 William Penn Award. Hank and Madeline delve into Madeline’s journey from front-line pediatric nurse to CEO at one of the top-ranked children’s hospitals in the United States. The two chat about the importance of connecting, engaging and forming meaningful relationships with the patients and families that walk through the doors at CHOP, and what it takes to inspire and lead more th...2024-02-0723 minSpeaking of QualityReading Between the Lines: Technology, Books, and the Art of Legacy-BuildingIn the second episode of Speaking of Quality: Wealth Management Insights, your host Hank Smith travels to Wellington Square Bookshop in Exton, Pennsylvania to chat with founder and owner, Sam Hankin. Hank and Sam discuss Sam’s journey from lawyer to bookstore owner, his affinity for using his business to brighten the community, and the most important insights and learnings from the more than 1,000 author interviews he’s conducted for his Avid Reader Show podcast. Episode Summary [0:00] Introduction [1:32] Wellington Square Bookshop origin and evolution into a business. [2:13] Passion for reading, preference for physic...2024-01-2421 minSpeaking of QualityHaverford 2024 Annual OutlookWelcome to the Season 2 kickoff of "Speaking of Quality: Wealth Management Insights with Hank Smith”, a podcast by the Haverford Trust Company. In this episode, Hank is joined by colleagues and industry leaders, including Haverford Trust Chairman & CEO Joe McLaughlin, Chief Investment Officer Tim Hoyle,and Vice President & Director of Fixed Income John Donaldson.Joe McLaughlin shares the State of the Union for The Haverford Trust Company heading into the new year. From there, the panelists take a deep dive into the twists and turns of the 2023 economy and the emerging economic landscape. Our experts dis...2024-01-1033 minMoney Life with Chuck JaffeBCA Research's Evans: The biggest risk for '24 is that inflation comes backGarry Evans, chief asset allocation strategist at BCA Research, expects a recession in 2024 but says that the Federal Reserve has eased conditions enough that it will happen later in the year and likely will be mild. Still, he says the risk is that inflation is not really dead, and what happens if it starts to re-ignite. As a result, he is hedging against inflation and while he would like to use gold to do it -- although he notes it is "a hedge against central banks turning too dovish," and not a hedge on gold -- he is suggesting...2023-12-2058 minSpeaking of QualityLooking back at Season 1 of Speaking of Quality: Wealth Management Insights with Hank SmithIn the final episode of "Speaking of Quality: Wealth Management Insights," Hank Smith and Maxine Cuffe reflect on highlights and key takeaways from the season. The pair explore Annie Duke’s concept of strategic quitting, Bob Pisani’s perspective on wealth advisors and index investing, the benefits of donor-advised funds shared by Rebecca Moffett, Eileen Chambers’ insights on culture and collaboration, and Jay Wright’s lessons on team building. Stay tuned for our upcoming season featuring Chuck Jaffe, Dan Clifton, and more. Be sure to listen to past episodes and make sure to subscribe for future episodes. Stay Bulli...2023-07-2623 minSpeaking of QualitySuccession Planning and Leadership Lessons from the Court: An Interview with Jay WrightIn the penultimate episode of the season, we have the privilege of speaking with Jay Wright, the former head coach of the Villanova Wildcats and a CBS sports analyst. Jay's remarkable career in college basketball includes two national championships, eight Big East regular-season titles, and a gold medal as an assistant coach for the U.S. Olympic men's basketball team. Join us as we explore Jay's coaching philosophy and the valuable lessons we can apply to wealth management. We delve into the intricacies of succession planning, uncovering how Jay meticulously prepared for his retirement from V...2023-07-1228 minSpeaking of QualityLeading the Way: The Secret to Building a Quality Portfolio with Haverford Vice President Eileen ChambersJoin 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 a...2023-06-2828 minSpeaking of QualityCharitable Giving and You (Part 2)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...2023-06-1428 minSpeaking of QualityCharitable Giving and You (Part 1)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...2023-05-3130 minSpeaking of QualityBeneath the Ticker Tape: Views From the Floor with Financial Journalist Bob PisaniIn 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 perso...2023-05-1744 min
Speaking of QualityAll In: The Intersection of Poker and Investing with Annie DukeIn 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 w...2023-05-0339 min
Speaking of QualityWelcome to Speaking of QualityWelcome 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, influ...2023-05-0205 minMoney Life with Chuck JaffeAsbury's Kosar: 'This is a strategic inflection point for the market'John Kosar, chief market strategist at Asbury Research, says that the market has reached a key point, and he believes the lows the market made in June and retouched in October -- in the 3,500 range for the standard & Poor's 500 -- will stick, and last several quarters. He remains positive on the market for now, noting that his key indicators remain green, but notes he won't be surprised if the market re-tests those lows before moving forward again in 2023. Also on the show, Amanda Agati, chief investment officer at PNC Asset Management, discusses the rising cost of the "12 Days of C...2022-11-221h 03Money Life with Chuck JaffeHaverford's Smith: Ignore forecasts and uncertainty, stay fully investedHank Smith, head of investment strategy for The Haverford Trust Co., says that rising volatility and heightened uncertainty shouldn't push investors out of the market, because times like these prove the value of being fully invested in all conditions, and having money in the market whenever a bottom is reached. In the Market Call, Smith talks about how owning great companies with long histories of dividend payments creates the confidence to ride out tough times en route to long-term success. In the 'ETF of the Week' segment, Tom Lydon, chief executive at ETFTrends.com, discusses one of the biggest, m...2022-03-241h 01