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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)?
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The Rise of Collective Investment Trusts
Collective Investment Trusts, also known as CITs, have continued to make headlines in the retirement plan industry. In the evolving retirement plan landscape, CITs are gaining traction as an attractive investment vehicle for participants and plan sponsors. Once a niche offering, CITs are becoming increasingly popular among plan sponsors and participants due to their cost…
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A Guide for Retirement Plans: Transitioning from Balance Forward to Daily Recordkeeping
When managing retirement plans, the choice between daily and balance forward recordkeeping is an important consideration. Both methods have their advantages, but many modern-day plans are shifting towards daily recordkeeping for its distinct benefits. Here we look at the differences between the two, the potential advantages of daily recordkeeping, and what a transition process might…
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Exploring the Benefits of Streamlining Retirement Plan Providers
In today’s fast-paced, digital-first business environment, efficiency is key to maintaining a competitive edge. When it comes to managing retirement plans, consolidating your plan providers can offer significant advantages. First, it’s important to know the different roles of providers within a retirement plan. This can be relatively straightforward if your organization offers a single plan…
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The Most Common Financial Planning Mistakes We See
We’ve crafted hundreds of financial plans over the years. Here are some of the most overlooked opportunities we see during our financial planning meetings.
