Blog & News
Check out Conrad Siegel’s latest content!
- Show All
- Firm News
- Wealth Management + Financial Planning
- Retirement Education
- 401(k) Retirement Plans
- Healthcare Benefits
- ESOP
- Actuarial
- Video
- Uncategorized
-
Conversation Clips | Are there still decisions to make if you are an all index investor?-Video
-
CNBC Ranks Conrad Siegel Top-Rated Financial Advisor In 2023
National list recognizes advisory firms that best help clients navigate their financial lives. Harrisburg, PA – September 13, 2023 – Conrad Siegel, delivering comprehensive investment and wealth management consulting services, has been named to the CNBC FA 100, which ranks the top 100 financial advisory firms across the country. After coming in at #70 in…
-
Investing in a Second Home: Is it the Right Move for You?
Whether you’re a working professional who dreams of building a legacy of memories for your children, or a Baby Boomer approaching retirement, eager for a retreat that will draw your friends and family near, the second home trend has its appeal.
-
A Refresher on Retirement Planning
As the end of summer approaches and children head back to school, many adults could take a moment for a refresher course in planning for retirement. Making the commitment to save for retirement in your employer-sponsored retirement plan is a wise move that puts you on the path toward reaching your retirement savings goals.
-
Catherine Azeles Named Partner at Conrad Siegel
Harrisburg, PA – July 10, 2023 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, recently announced that Catherine Azeles, CFP®, RICP®, CDFA® has been appointed a partner at the firm. Azeles, an investment consultant, works within the firm’s Wealth Management division – the organization’s fastest growing line of business. She has worked…
-
Education & Financial Wellness – Roles in a retirement plan
There are many factors that come into play for plan sponsors when designing and maintaining a successful retirement plan for your employees. Things like oversight, plan design, provider coordination, payroll processing, and continuous decision making – the list goes on and on.
-
Conversation Clips | Should we still invest in bonds with current money market levels?-Video
-
Is the Debt Ceiling Bringing You Down?
So, what’s up with the U.S. debt ceiling? As potential threats loom large, we’re seeing articles in abundance, explaining where we’re at, how we got here, and what to expect next. We wouldn’t be human if we didn’t share in your frustration over the maddening lack of resolution to date. It’s stressful to watch huge,…
-
Should local small businesses have a retirement plan?
Some (maybe most) small businesses have started to consider offering higher wages but what other benefits should be offered? What about a retirement plan? A retirement plan may seem like a standard benefit but these plans have been out of reach for most small businesses for a long time.
