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  • What We Do
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    • Investment Management
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  • Insights
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484-380-5748

Thought Pieces

Enhancing Core Bond Portfolios with Credit

Enhancing Core Bond Portfolios with Credit Adapting to the Market Bonds have historically served as a key component in portfolios, offering investors a steady stream

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September 30, 2024
Thought Pieces

Tax-Loss Harvesting… All Year Round

Tax-Loss Harvesting… All Year Round The Crux of It Tax-Loss Harvesting is a strategy performed by investors and advisors to manage taxes more effectively. The

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August 15, 2024
Thought Pieces

Muni Bond Ladders: An Oversimplified Approach

  A Traditional Approach Municipal bonds are a popular investment option for individual investors. They are primarily sought after for their tax-exempt income and relatively

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July 25, 2024
Thought Pieces

CapRidge Advisors Launches New Investment Advisory Firm, Website 

Wayne, PA – July 2024 CapRidge Advisors LLC is proud to announce the launch of its investment advisory firm. The company’s website, www.capridgeadvisors.com, highlights their

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July 24, 2024
Quarterly Updates

Strategy & Outlook — Second Quarter 2024​

OverviewThe recent economic environment has been positive while markets have remained resilient. On the back of AI, favorable earnings, and expectations of multiple rate cuts

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July 7, 2024
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