Wealth Management + Financial Planning

  • What Role Is AI Investment Playing in the Economy?

    Sometimes, it seems that the economy is in a constant state of turmoil: on-again, off-again tariffs, geopolitical events in the Middle East and Ukraine, rising interest rates, and expanding deficits.  With all that’s going on, you’d be forgiven for thinking that the economy doesn’t feel particularly strong right now. Yet, despite these challenges, the U.S.…

    Read More

  • Conrad Siegel Named to CNBC Financial Advisor 100 List in 2026 

    CNBC’s FA 100 list ranks the country’s best financial advisors and top financial advisory firms.  Conrad Siegel, delivering comprehensive investment advisory and wealth management consulting services, has been named to CNBC’s Financial Advisor 100 list, which ranks top-rated financial advisory firms across the country.   Conrad Siegel ranked #45 in the 2026 edition of the list.…

    Read More

  • Betting on Getting Rich? The Role of Risk in Your Financial Plan 

    It has never been easier to gamble. The same phone someone uses to check their retirement account can now place a bet on Sunday’s football game, the next election, or tomorrow’s weather. Recently, Minnesota tried—and failed—to outlaw prediction markets such as Kalshi and Polymarket. If it had succeeded, other states likely would have followed.   For…

    Read More

  • Stock Market Efficiency Explained

    NVIDIA (a giant technology company that makes powerful AI computer chips called GPUs) smashed records and analyst predictions in late May 2026 when the company announced quarterly revenue of $81.6 billion. You might have expected great news like this to send the stock price higher. Instead, it fell. That seemingly illogical result illustrates one of…

    Read More

  • Lessons on Money from Ben Franklin

    July 4th marked the 250th anniversary of the signing of the Declaration of Independence, a milestone big enough that it’s earned the tongue-twisting name semiquincentennial. To mark this occasion, we thought it fitting to revisit the financial wisdom of one of the document’s own drafters and signers: Benjamin Franklin.

    Read More

  • 3 Financial Planning Lessons from the 2026 World Cup

    As I’ve been watching the 2026 World Cup, I can’t help but draw a few comparisons to the financial planning that we do and the way we approach investments in your portfolio.

    Read More

  • Michael Hoyle Named Partner at Conrad Siegel 

    Harrisburg, PA – July 6, 2026 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory consulting, has announced the appointment of Michael Hoyle, CFP®, CPWA®, RSSA®, as a partner at the firm.  Hoyle works within the firm’s Wealth Management division – the organization’s fastest growing line of business. He joined Conrad Siegel in 2011 after completing two internships with the firm. He…

    Read More

  • Preparing for Medicare: What You Need to Know Before You Turn 65

    Most people spend decades saving, investing and planning for retirement. But one of the biggest financial decisions of your retirement years has little to do with your portfolio. Rather, it has to do with a government program, an important birthday and a deadline you really don’t want to miss. That program is Medicare, and you…

    Read More

  • What to Know about Trump Accounts 

    By now, you may have heard about 530A accounts, officially known as Trump Accounts. These are new, tax-advantaged savings vehicles designed for minor children. They were signed into law in 2025 and are launching on July 4, 2026.  While some details are still being finalized, enough is known to understand where these accounts might fit in your—and your child’s—financial plan.    What Are They and Why Do They Matter?  For many years, families have had limited options when…

    Read More