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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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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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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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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.
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A Recipe for Investing
"What should we have for dinner tonight?” Do you ever find yourself asking that question? It’s a dilemma that we face regularly, whether we’re cooking for ourselves, our families, or even planning a dinner party for friends.
