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Retirement investing tips in a volatile market

Don’t panic, you are investing for the long-term: Don’t let short-term emotions dictate how you invest your long-term assets. Remember you are not investing for today, but for the future. Don’t time the market: Timing the market will likely not improve investment results and is more likely to result in disappointing returns. Stay diversified: Asset…
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What you need to know about fiduciaries

While the word fiduciary has been a popular buzz word in the news, like most things in the financial industry, it can be a bit confusing. By definition, a fiduciary is a person to whom property or power is entrusted for the benefit of another. You can see how this broad definition might support the confusion…
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Life Transitions Checklist: What happens financially after I pass away?

Nobody likes to think about death, but yet we all have to face it sooner or later. The grief that dominates us when a loved one passes away can be immensely overwhelming. Then to make matters worse, the survivors need to figure out how to best move forward and settle the estate and financial affairs. …
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Retirement Investing Tips for Florida Residents

We get it. Managing your retirement investments can be challenging. Along with the millions of other things you have to do with your time, examining your retirement investment portfolio sometimes doesn’t even crack the top ten. If investing seems like too much for you to handle on your own, consider partnering with an investment advisor…
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Hospital vs. Independent Labs

It’s Black Friday season and every consumer in America knows what that means. Massive hordes of people waiting outside of stores at 6 pm on Thursday (missing some quality Thanksgiving Day football) to trample each other and Usain-Bolt-style sprint for that coveted item. The 65” television, that is way too big for your living room,…
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Retirement Plan Investment Committee Checklist

The fiduciary landscape is changing, and processes once seen as “good enough” no longer check all of the right boxes. Use this straightforward checklist to ensure your investment committee is covering its bases. Plan Investments [ ] Review funds to ensure the lowest cost share class is utilized [ ] Review the size of the…
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Investment Vehicles: The Basics

Rapid advances in technology have greatly changed the manner in which the world invests. Gone are the days of sending in trade orders by wire, phone, or mail to a broker-dealer for completion. A single individual now has the ability to place real-time orders from anywhere he or she has internet access. Along with the…
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Kristin Parker – Outstanding Volunteer Award!

At Conrad Siegel we want to provide excellent service to our clients by building long lasting, and trusting relationships, while also being proactive in serving the community around us. That is why we are so excited to congratulate our own Kristin Parker for receiving the Outstanding Volunteer Award from the Panther Ram Foundation! Kristin is…
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Fiduciaries Find Fees Fascinating

While this title may be a stretch, monitoring and understanding fees is a crucial part of a fiduciary’s responsibilities. Monitoring the level of fees your Plan is paying is an important first step, but there are other important questions that also need to be answered. How is the Plan paying fees? How is the fee…
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