Investments
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Mid-Year Market Outlook: Key Themes, Risks, and Opportunities
As we move through the midpoint of 2026, the market environment continues to evolve. Slowing growth, persistent inflation, and shifting market leadership are creating both challenges and opportunities for investors. In Citadel Wealth Management’s latest fireside chat, Dean Mioli, Director of Investment Planning at Citadel Wealth Management, sits down with Gene Goldman, Chief Investment Officer at Cetera…
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Governor Shapiro at the PGA: Billions In, More Coming
While most eyes at Aronimink Golf Club were tracking scorecards, Governor Josh Shapiro was working the gallery with a different kind of pitch, writes Ryan Mulligan for The Philadelphia Business Journal. Shapiro, an Abington native, used his time at the PGA Championship in Delaware County as something of an impromptu economic press conference. He rattled…
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Citadel Wealth Management to Discuss Long-Term Care Planning During Upcoming Webinar
For many families, long-term care planning is one of those conversations that gets pushed off until it suddenly becomes urgent. But on Wednesday, June 10, Citadel Wealth Management is giving people an opportunity to approach it proactively instead of reactively. Citadel Wealth Management will host “Future Care: Building a Sustainable Long-Term Care Plan,” a virtual…
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Berwyn-Based Ametek in Talks to Purchase a Testing and Measurement Businesses
Berwyn-based Ametek, a manufacturer of electronic instruments, has set its sights on acquiring Indicor’s testing and measurement businesses in a potential multibillion-dollar deal, writes Jonathan Diamond for the Philadelphia Business Journal. North Carolina-based Indicor, which manufactures equipment for the agriculture and automotive industries, is a portfolio company owned by private equity firm Clayton Dubilier & Rice. While the terms of the potential deal…
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Philadelphia Raises $2.17 Billion in Venture Capital in Q1 of 2026, But How Much Will the Region Actually See?
Philadelphia saw $2.17 billion in venture capital investments in Q1 of 2026, which would be the third highest quarterly total on record. While the venture capital market is showing strength, beneath the big number is another reality that much of the funding is concentrated in a small number of massive deals, some of which from…
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Two Investment Firms Plan to Own Sizable Stakes in Restructured QVC Group
Silver Point Capital and Strategic Value Partners, both investment firms based in Greenwich, Connecticut, will hold sizable stakes in QVC Group after the West Chester-based shopping giant emerges from bankruptcy, writes Jeff Blumenthal for the Philadelphia Business Journal. According to Joshua Sussberg of Kirkland & Ellis, who represents QVC Group in the bankruptcy process, the two firms. acquired very large positions…
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Protect What You’ve Built: Use Life Insurance in Your Planning
Life insurance can be a powerful tool to incorporate into your estate and broader financial plan, particularly if you are a business owner. This is due, in large part, to the tax-free nature of income tax treatment of life insurance death benefits. Life insurance serves as a tax-efficient tool that allows you to pass wealth to…
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Government Shutdown: Short-Term Disruption, Limited Financial Long-Term Impact
Washington is once again in a government shutdown. Investors may be asking, does this really matter for the economy and markets? History provides a valuable perspective. What History Shows Shutdowns occur when Congress fails to pass appropriation bills or a temporary funding extension. When that happens, federal agencies close, hundreds of thousands of workers are…
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Tax-Smart Retirement Income Planning Strategies
Retirement is a goal we set with dreams of traveling abroad, playing golf, relaxing on the beach, pursuing a passion project, spending more time with family and friends, or ticking off items on our personal bucket list. As retirement comes into view, the most common question is, “Will you be financially secure when you take…
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Venture for America, Comcast Roles Help Cheltenham Woman Pivot Into Dream Job Investing in Startups
Antonia Dean, a Cheltenham resident, secured her dream role after gaining experience at Venture for America and Comcast, where she developed programs to support local startups, writes Sarah Huffman for Technical.ly. Today, Dean is a partner at Black Operator Ventures, a seed-stage venture firm where she focuses on investing in companies others might overlook. Dean,…
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Wayne-Based SEMCAP AI Leads $8 Million Series A Investment In Lula Commerce
Wayne-based SEMCAP AI led an $8 million Series A round for Lula Commerce, a Philadelphia startup that is planning to accelerate the growth of its e-commerce platform aimed at the convenience store industry, writes Ryan Mulligan for the Philadelphia Business Journal. Along with SEMCAP AI, Ben Franklin Technology Partners’ GO PA Fund and several out-of-town…
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Planning Perspectives: Inside the New Bryn Mawr Trust Podcast
Strategically planning out your financial future can be tricky. While there’s science behind the numbers of analytics, there’s also personal factors to consider. The Planning Perspectives Podcast serves to demystify financial planning by blending technical advice with the human element of decision-making. Hosted by Jamie Hopkins and Kate Duffy of Bryn Mawr Trust, a division…
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Newtown-Based Helius Medical Technologies Sees Stock Price Triple
Newtown-based Helius Medical Technologies saw its stock value more than triple in seven days after announcing its entry into the cryptocurrency space, writes John George for the Philadelphia Business Journal. The neurotech developer ended last week at $7.56 per share and more than doubled to $18.27 per share last Monday after revealing its $507.8 million…
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Is Now the Time to Consider Alternative Investments in Your Portfolio?
Most people are familiar with traditional investments, such as stocks and bonds; however, alternative investments may be foreign to many investors. Although alternative investments can be traced back to the 1800s, they gained notoriety in the 1980s to protect assets from market volatility. What Are Alternative Investments? An alternative investment (also known as Alts) is…
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Firstrust Financial Resources Hosts Panel Discussion, as Top Investors Share Market Outlook
Amidst the shine of two Lombardi Trophies, Firstrust Financial Resources recently brought together current and prospective clients and some of the financial industry’s leading minds for a night of insight, strategy, and connection. Held in the exclusive Firstrust Bank Club inside the Philadelphia Eagles’ stadium, the event welcomed approximately 150 attendees for cocktails, a seated…
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Bucks County Business Receives $1M Investment from Shapiro Administration
The Shapiro Administration has approved a $1 million low-interest loan through the Pennsylvania Industrial Development Authority (PIDA) to support business growth in Bucks County, writes Ed Gruver for Lehigh Valley Business. The loan will support a project expected to inject $2.6 million into the economy. It will also create at least seven full-time jobs and…
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Ballers Raises $20M Ahead of High-End Sports Concept Opening in Fishtown, More Locations Planned
Ballers, preparing to open its flagship high-end sports concept at The Battery in Fishtown, has raised $20 million in Series A financing to support its development pipeline, writes Ryan Mulligan for the Philadelphia Business Journal. The financing round was led by Sharp Alpha and RHC Group, both sports investment firms, along with new investors David…
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Dallas Firm Takes Majority Stake in Bensalem’s Rita’s Italian Ice to Drive Growth
Bensalem staple Rita’s Italian Ice & Frozen Custard has received a majority investment from Maple Park Capital Partners, a newly formed Dallas firm, to fuel its continued growth, writes Emma Dooling for the Philadelphia Business Journal. The financial terms of the deal were not disclosed. In the four decades since being founded, Rita’s has become…
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