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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…
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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.
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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.
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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.
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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.
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Six Ways a Recession Resembles a Bad Mood
There’s been a lot of talk about recessions lately: Whether one is near, far, or perhaps already here. Whether we can or should try to avoid it. What it even means to be in a recession, and how it’s related to current market turmoil.
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9 Things to Think About During a Volatile Market
For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Even if you are an experienced investor, you can hardly be blamed for feeling fear, when you are hearing the constant drumbeat of data and headlines that are designed to evoke an emotional response in you.
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Smart Investing: Be Wary of Forecasts
Forecasts are everywhere, all of the time. The problem with forecasts, as you know, is that they are almost always wrong. While forecasting is used in many different areas of life, including politics and sports, the two most common areas you’ll hear about forecasting are weather and financial markets. Meteorologists, something I actually wanted to…
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Beyond Shrink It and Pink It: The Unique Needs of Women in Financial
PlanningMarketing execs have often tried to slant products toward women using an outdated strategy known as “Shrink It and Pink It”. This strategy involves taking a known product and making it smaller and coating it in pink or other pastel colors believed to be more appealing to a female market.
