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Virtual Townhall – October 2022 – Cybersecurity
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Improve your 401(k) plan with these 7 simple steps
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Optimizing Retirement | Strategies & Time-Tested Concepts
Watch this webinar recording as we take a deep dive into retirement income. Whether you’re retired or thinking about retirement in the next several years, you won’t want to miss this event!
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Conrad Siegel Named to 2022 CNBC FA 100
National list recognizes advisory firms that best help clients navigate their financial lives. Harrisburg, PA – October 5, 2022 – 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. The CNBC FA 100 recognizes firms…
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A Timely Reminder on the Perils of Market Timing
Over the years, during times of market turbulence, you have heard us say “stay the course” or “don’t make short-term trades with long-term money”. Following a disappointing first half of the year and a particularly brutal June, markets sharply reversed course in July. Proving yet again that timing the market is nearly impossible.
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Retirement Plan Fiduciary Mistake – Focusing Solely on Past Investment Performance
Fiduciaries are not responsible for delivering the absolute best investment performance. They are responsible for following a prudent decision-making process that is reasonable and well-documented, and for making decisions with the best interest of participants in mind. Focusing primarily or solely on past investment returns could result in the following fiduciary mistakes: Ignoring the fact…
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Conrad Siegel Makes List of Top RIA Firms Nationwide
Investment Advisory Firm Ranks in Top 100 on National List for Assets Under Management Harrisburg, PA – August 2022 – Conrad Siegel has been named to Financial Advisor Magazine’s list of Top Registered Investment Advisor (RIA) Firms. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end. Of…
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Intro to Health Savings Accounts – Video
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Six Ways a Recession Resembles a Bad Mood
There’s been a lot of talk about recessions lately: Whether one is near, far, or perhaps already here. Whether we can or should try to avoid it. What it even means to be in a recession, and how it’s related to current market turmoil.
