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Mental Mistakes That Can Cost You Real Money
For decades behavioral finance was largely an academic pursuit, more recently this body of knowledge has been recognized for its impact on investing. Daniel Kahneman and Richard Thaler have been awarded Nobel Prizes for their contribution to this field of research. What follows is behavioral finance in plain English. Knowing these mental blind spots might…
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Change is Hard: The Reluctance to Evolve Retirement Plans
Change can be hard for several reasons, both psychological and practical. We tend to seek stability, familiarity, and predictability, so when something shifts, it can feel unsettling or even threatening. As humans, we face change in all facets of life. As a leader or decision maker we sometimes avoid making changes because of the fear of backlash or…
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Conrad Siegel’s Brianna Mumma and Nathan Bailey Earn CERTIFIED FINANCIAL PLANNER™ Designation
Harrisburg, PA – Conrad Siegel, with offices in Harrisburg, Lancaster, and Naples, is proud to share that Brianna Mumma and Nathan Bailey have officially passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam. The CFP® designation is one of the most respected certifications in the financial planning industry. It represents a high standard of competency, ethics,…
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Disruptive Forces: Thriving in a World that Won’t Sit Still
Tariffs, recession concerns, inflation, and geopolitics are a few examples of the many disruptive forces that the market—and by extension, your personal finances—may face. This time around it happens to be tariffs that are dominating the headlines. But disruption could come from any direction. It could come from relatively predictable federal interest rate movements, or…
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Credit Freeze Quick Take
Instant online access has become our default setting. With a few taps on a screen, we can book a restaurant reservation, pay bills or check our investment accounts—all without a second thought. The digital revolution has streamlined our lives in ways we couldn’t have imagined. But there’s an unfortunate side effect: Every interaction leaves a…
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Conrad Siegel’s Tracy Burke Named to Forbes 2025 Best-In-State Wealth Advisors List
Tracy Burke, Partner & Wealth Consultant at Conrad Siegel has been named to the Forbes 2025 Best-In-State Wealth Advisors list. According to Forbes, the advisors on this year’s list have shown an exceptional ability to guide their clients through times of uncertainty and delivering peace of mind. “The very best advisors are laser-focused on making…
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ELEVATE Series – What’s Out, What’s In with 401(k) Plans in 2025
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April 2025 REF – Social Security: With You Through Life’s Journey
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Conrad Siegel’s Sean Duffy Named a 2025 Top Retirement Plan Adviser
Sean Duffy, QPFC, AIF®, Investment & Fiduciary Consultant at Conrad Siegel has been named to PLANADVISER’s 2025 Top Retirement Plan Advisers list. This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan…
