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Conrad Siegel Named One of Nation’s Top DC Advisor Teams in 2026
April 17, 2026 – Conrad Siegel has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million. Unlike other industry rankings, this list focuses on individual firms, or what may be referred to in a…
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Geopolitics, Conflict, and the Case for Staying Invested
On Feb. 28, the U.S. and Israel launched an attack on Iran, setting off a rapidly escalating conflict across the Middle East. Fighting has spread to other countries, bringing with it destruction and loss of life. In addition to the humanitarian toll, the conflict is making economic waves globally. These events have investors worried and…
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How to Have Family Conversations About Money
Money plays a role in so many of the decisions we make, yet it remains one of the last true taboos in American life. Despite its importance, 62% of people say they don’t talk about money at all, not with family, not with friends and in nearly half of cases, not even with their spouse or partner. In fact, most Americans feel more comfortable discussing politics,…
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Should I Be Using a Health Savings Account (HSA)?
Choosing a health care plan at work can be a bit of a headache—charts comparing premiums, copays and deductibles isn’t exactly light reading. One option you might have encountered in this process is the high-deductible health plan (HDHP). The name might sound intimidating.
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Your 2026 Market Guide | Virtual Event (Replay)
The New Year is a great time to reflect on where markets have been and consider what lies ahead. The Conrad Siegel Wealth Management team reviewed the past year in the markets and discussed key data points that may help guide investment decisions in 2026.
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5 Behavioral Finance Resolutions for a Better Financial Year
As the new year begins, millions of Americans will once again make New Year’s resolutions. For many, these resolutions focus on health or wealth, and when it comes to financial resolutions, the usual suspects tend to surface: spend less, save more, and pay down debt. These are worthwhile goals. But this year, consider adding another…
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ELEVATE Series – Healthcare Benefit Trends & Practices
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A Fiduciary’s Guide to GLP-1 Coverage Decisions
Why GLP-1 Coverage Matters GLP-1 weight loss medications, including Wegovy and Zepbound, are transforming the conversation around employee health benefits. These prescription drugs are popular with members who see them as essential for managing weight and improving health outcomes. Meanwhile, for health plans, they represent a significant financial challenge due to their rapid increase in…
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Your 2025 Year-End Planning Guide
The final weeks of the year tend to blur together in a whirlwind of pie orders, last-minute shopping, school concerts and cross-country flights. But amid the bustle, it’s worth pausing to take stock of your financial picture. A few thoughtful steps now can help you optimize your tax situation, strengthen your savings and position yourself…
