Wealth Management + Financial Planning
- Show All
- Firm News
- Wealth Management + Financial Planning
- Retirement Education
- 401(k) Retirement Plans
- Healthcare Benefits
- ESOP
- Actuarial
- Video
- Uncategorized
-
How does AI impact investing?
The internet is all abuzz about Artificial Intelligence (AI). If you’ve tuned into any news show, website, or podcast in the last few months, chances are you’ve heard a story about AI. The clickbait titles range the gamut from the negative to the positive
-
Navigating Markets During Election Years
Scan the financial headlines these days, and you’ll see plenty of potential action items vying for your attention. Some may be particular to 2023. Others are timeless traditions. If your wealth were a garden, which actions would deserve your attention? Here are our four favorite items worth tending to as 2024 approaches.
-
Investing in a Second Home: Is it the Right Move for You?
Whether you’re a working professional who dreams of building a legacy of memories for your children, or a Baby Boomer approaching retirement, eager for a retreat that will draw your friends and family near, the second home trend has its appeal.
-
A Refresher on Retirement Planning
As the end of summer approaches and children head back to school, many adults could take a moment for a refresher course in planning for retirement. Making the commitment to save for retirement in your employer-sponsored retirement plan is a wise move that puts you on the path toward reaching your retirement savings goals.
-
Catherine Azeles Named Partner at Conrad Siegel
Harrisburg, PA – July 10, 2023 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, recently announced that Catherine Azeles, CFP®, RICP®, CDFA® has been appointed a partner at the firm. Azeles, an investment consultant, works within the firm’s Wealth Management division – the organization’s fastest growing line of business. She has worked…
-
Teaching your kids and grandkids about money
Whether your kids or grandkids are 4, 14, or 24, teaching them about money is one of the most important gifts you can give them. Good money skills last a lifetime.
-
What’s in the SECURE 2.0 Act?
Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on December 20th 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th 2022.
-
Back to the Investment Basics Part 1: Yesterday’s News
There have been so many big events competing for our attention…Inflation is real, and needs to be managed. Heightened levels of market volatility across stock and bond markets alike may have left you once again wondering whether this time is different.
-
A Timely Reminder on the Perils of Market Timing
Over the years, during times of market turbulence, you have heard us say “stay the course” or “don’t make short-term trades with long-term money”. Following a disappointing first half of the year and a particularly brutal June, markets sharply reversed course in July. Proving yet again that timing the market is nearly impossible.
