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A Fiduciary’s Guide to GLP-1 Coverage Decisions
Why GLP-1 Coverage Matters GLP-1 weight loss medications, including Wegovy and Zepbound, are transforming the conversation around employee health benefits. These prescription drugs are popular with members who see them as essential for managing weight and improving health outcomes. Meanwhile, for health plans, they represent a significant financial challenge due to their rapid increase in…
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Your 2025 Year-End Planning Guide
The final weeks of the year tend to blur together in a whirlwind of pie orders, last-minute shopping, school concerts and cross-country flights. But amid the bustle, it’s worth pausing to take stock of your financial picture. A few thoughtful steps now can help you optimize your tax situation, strengthen your savings and position yourself…
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Conrad Siegel Named to Forbes List of Top RIA Firms in America in 2025
Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to the fourth 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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ELEVATE Series – Understanding and Evaluating 401k Plan Costs
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Conrad Siegel Named to CNBC’s 2025 Financial Advisor 100 List
Conrad Siegel has been named to the CNBC FA 100, which ranks top-rated financial advisory firms across the country. After coming in at #49 in 2024, Conrad Siegel ranked #32 in the 2025 edition.
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ELEVATE Series – Understanding and Navigating Rising Healthcare Costs
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Educating the Next Generation About Family Wealth Management
Over the next few decades, an enormous amount of wealth is expected to pass from older to younger generations. This has been dubbed the “Great Wealth Transfer,” and one estimate suggests that $124 trillion will change hands by 2048. It’s an eye-popping figure, to be sure, but it also highlights the reality that many families…
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Conrad Siegel Partner & Investment & Fiduciary Consultant Sean Duffy Honored on Central Penn Business Journal’s Forty Under 40 List
Sean Duffy, QPFC, AIF®, Partner at Conrad Siegel, has been named to the Central Penn Business Journal’s 2025 Forty Under 40 List. Each year, the Central Penn Business Journal highlights forty of the region’s most accomplished young leaders for their professional excellence, commitment to growth, and dedication to community service. At Conrad Siegel, Duffy specializes…
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A Retirement Plan Fiduciary’s Glossary: Key Terms to Understand
We believe it’s a fiduciary’s responsibility to seek understanding so that they are comfortable and confident in the decisions that they make. We’ve provided a glossary of terms that are often used during retirement plan committee meetings to help ensure that you are knowledgeable about the plan and can engage in discussions with your advisor. …
