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Conrad Siegel Announces Strategic Leadership Transition
Abigail Fortino has moved into the role of President in 2025 after a 24-month transition. Harrisburg, PA (January 16, 2025) – Conrad Siegel, delivering comprehensive employee benefits and investment advisory consulting, recently announced the culmination of a strategic transition plan for the firm’s leadership team. Mark Bonsall, FSA, EA, MAAA, has served as the firm’s…
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Conversation Clip | Should you time the market?
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Cryptocurrency in Retirement Plans
Bitcoin hit the six-figure milestone, surpassing $100,000 in early December 2024 (you may have heard this from your co-worker, son, or favorite barber). With this recent development, it seems like a good time to revisit the topic of cryptocurrency in retirement plans. While adding cryptocurrency to a retirement plan may seem appealing to some, it…
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Forbes Names Conrad Siegel One of America’s Top RIA Firms in 2024
Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to the third annual “Top RIA Firms in America” list by Forbes. According to Forbes, “The list highlights firms that have strong track records when it comes to stewarding client wealth and preserving it for the long term.”…
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Living a Fulfilling Retirement | Virtual Event (Replay)
You’ve probably heard the phrase “you have to retire TO something, not FROM something,” but what does that mean? Whether you are preparing for or currently in retirement, most people focus only on the financial aspects and miss the emotional side. In this interactive virtual event, we discussed how you can live your best life…
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Magnitude vs. Percentage
If you’ve ever listened to public radio’s “Marketplace” with Kai Ryssdal, you may have noticed the songs they play when they “do the numbers.” On days the market is up, it’s “We’re in the Money.” On down days, they cue up “Stormy Weather.” These musical accompaniments are a way to acknowledge the emotion listeners may…
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Conrad Siegel Named to CNBC’s 2024 Financial Advisor 100 List
National list recognizes advisory firms that best help clients navigate their financial lives Harrisburg, PA – October 3, 2024 – Conrad Siegel, delivering comprehensive investment and wealth management consulting services, has been named to the CNBC FA 100, which ranks top-rated financial advisory firms across the country. After coming in at #60 in 2023, Conrad…
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Conrad Siegel Named to List of Top RIA Firms in 2024
Firm Ranks in Top 100 on National List for Assets Under Management Conrad Siegel has been named to Financial Advisor Magazine’s 2024 list of America’s Top RIAs. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end. Of more than 400 firms that participated in the survey, Conrad…
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Conversation Clip | What’s in a name (of a fund)?
