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Conrad Siegel Named One of Nation’s Top DC Advisor Teams in 2025
March 26, 2025 – Conrad Siegel has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million. Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to…
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When Feelings Take the Wheel: Emotions and Investing
When we think about investing, we often think about numbers: returns, benchmarks, performance, and diversification. But investing is just as much about human behavior as it is about financial strategy. Our emotions, habits, and past experiences all have a powerful impact on the choices we make with our money. Sometimes they can steer us in…
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Conversation Clip | What does diversification look like in fixed income?
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How to know if you have enough saved for retirement?
Retirement planning is one of the most important financial goals people face, yet it’s also one of the most uncertain. One of the biggest questions we hear is: How do I know if I have enough saved for retirement? It’s a question with no universal answer, but there are some reliable strategies to help you determine if…
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The Market & Your Retirement | 2025 Market Update
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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.”…
