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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Wealth Management Consultant Buys West Chester’s Meradia, Moving HQ to Borough
West Chester-based Meradia was acquired by F2 Strategy, a portfolio company of Renovus Capital Partners in Wayne, and selected the borough as the headquarters for the combined company, writes Jeff Blumenthal for the Philadelphia Business Journal. Following a relocation from Chicago, the new owner plans to expand the company’s local headcount. F2 already maintains several employees in the Philadelphia region, including Chief Financial Officer…
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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 in the…
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Radnor Investors Seek $15M for Spread Bagelry Expansion
Spread Bagelry is raising $15 million so it can open up to 18 new stores over two years in the region, writes Emma Dooling for Philadelphia Business Journal. The expansion would double the company’s store footprint by the end of 2028. Spread Bagelry is majority-owned by Radnor private equity firm MVP Capital Partners, which came…
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Mitigating Financial Risk for Nonprofits Through Funding Diversification
When a single grant, donor, or contract drives most of your nonprofit revenue, it creates real anxiety. If that source slows or stops, programs stall and tough staffing decisions follow. Fortunately, this pressure isn’t inevitable. With the right plan to diversify funding and strengthen your financial infrastructure, you can protect your mission from disruption. The RKL…
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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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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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Comcast Reopens Flagship Lift Zone Facility at OIC in North Philadelphia
Comcast has reopened its flagship Lift Zone facility in North Philadelphia after a more than $1 million investment, write Miguel Martinez-Valle and Brendan Brightman for NBC10 Philadelphia. The Lift Zone facility at OIC Philadelphia provides technical training programs for individuals looking into careers in new fields, including healthcare, digital media, and green energy. As a…
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RKL Webinar Provides Economic Update and Crash Course on Cryptocurrency Post-GENIUS Act
Get the latest economic updates from RKL’s in-house investment team to help you navigate business decisions and opportunities. Learn more about cryptocurrency and the passing of the GENIUS (Guiding and Establishing National Innovation for U.S. Stablecoins) Act. Explore the tax complexities of holding or trading digital assets and get practical knowledge to confidently meet reporting…
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Hanwha Group to Invest $5B Into Hanwha Philly Shipyard to Boost Local Shipbuilding Industry
Hanwha Group is planning to invest $5 billion in Hanwha Philly Shipyard infrastructure, supporting South Korea’s commitment of expanding the U.S. shipbuilding industry through a $150 billion investment fund, according to a staff report from FOX 29 Philadelphia. The announcement came in time for the christening of the U.S. Maritime Administration’s third National Security Multi-mission…
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Ben Franklin Technology Partners Moving to Center City After Two Decades in South Philadelphia
After two decades in South Philadelphia, Ben Franklin Technology Partners, a public-private partnership, is relocating to Center City, writes Kristen Mosbrucker-Garza for WHYY. The early-stage tech startup investment group is set to move into the PNC Bank Building, an office tower at the intersection of 16th and Market streets, in late December. One of the…
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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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Invest for Better is Philadelphia’s New Network for Women Building Wealth Together
Invest for Better, a national nonprofit dedicated to bringing more women into impact investing, has recently launched in Philadelphia, writes Helen Horstmann-Allen for Technical.ly. Philadelphia has become one of the first regional hubs for the nonprofit, thanks to a grant from the Nasdaq Foundation and support from ImpactPHL. Horstmann-Allen, one of the founding organizers of…
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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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Oaks’ SEI Investments Sells Family Office Services Business for $120M, Rebrands as Archway
Oak’s SEI Investments has agreed to sell its family office services business to New York-based investment firm Aquiline Capital Partners, writes Jeff Blumenthal for Philadelphia Business Journal. The $120 million sale is expected to close in the late second quarter. Following the sale, the business will rebrand as Archway, adopting the name of SEI’s well-known…
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