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Betting on Getting Rich? The Role of Risk in Your Financial Plan
It has never been easier to gamble. The same phone someone uses to check their retirement account can now place a bet on Sunday’s football game, the next election, or tomorrow’s weather. Recently, Minnesota tried—and failed—to outlaw prediction markets such as Kalshi and Polymarket. If it had succeeded, other states likely would have followed. For…
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Conrad Siegel’s Sean Duffy Named to 2026 PLANADVISER Emerging Leaders List
Sean Duffy, QPFC, AIF®, Partner and Investment & Fiduciary Consultant at Conrad Siegel, has been named to the 2026 PLANADVISER Emerging Leaders list. The annual list recognizes emerging professionals making an impact in the retirement plan industry. The honor is given to members of the retirement plan advisory industry who their managers and peers believe…
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Conrad Siegel Named to List of Top RIA Firms in 2026
Conrad Siegel has been named to Financial Advisor Magazine’s 2026 list of America’s Top RIAs. The annual list ranks firms nationwide by total assets under management based on the previous year-end. Of more than 500 firms that participated in the survey, Conrad Siegel ranked 65th with $10.1 billion in AUM (as of June 30, 2025).…
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Trump Accounts (for Employers) – The Newest Addition to the Crowded World of Kids’ Savings Plans
Unlike a 529 plan that locks money into tuition bills, or a custodial Roth IRA that requires employment, Trump Accounts let parents, grandparents, even employers (yes, employers) start stashing away cash from birth, with the government even kicking in the first $1,000 for eligible newborns. Over recent months, the Department of the Treasury released newly…
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Stock Market Efficiency Explained
NVIDIA (a giant technology company that makes powerful AI computer chips called GPUs) smashed records and analyst predictions in late May 2026 when the company announced quarterly revenue of $81.6 billion. You might have expected great news like this to send the stock price higher. Instead, it fell. That seemingly illogical result illustrates one of…
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Lessons on Money from Ben Franklin
July 4th marked the 250th anniversary of the signing of the Declaration of Independence, a milestone big enough that it’s earned the tongue-twisting name semiquincentennial. To mark this occasion, we thought it fitting to revisit the financial wisdom of one of the document’s own drafters and signers: Benjamin Franklin.
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3 Financial Planning Lessons from the 2026 World Cup
As I’ve been watching the 2026 World Cup, I can’t help but draw a few comparisons to the financial planning that we do and the way we approach investments in your portfolio.
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Michael Hoyle Named Partner at Conrad Siegel
Harrisburg, PA – July 6, 2026 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory consulting, has announced the appointment of Michael Hoyle, CFP®, CPWA®, RSSA®, as a partner at the firm. Hoyle works within the firm’s Wealth Management division – the organization’s fastest growing line of business. He joined Conrad Siegel in 2011 after completing two internships with the firm. He…
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Preparing for Medicare: What You Need to Know Before You Turn 65
Most people spend decades saving, investing and planning for retirement. But one of the biggest financial decisions of your retirement years has little to do with your portfolio. Rather, it has to do with a government program, an important birthday and a deadline you really don’t want to miss. That program is Medicare, and you…
