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Conrad Siegel Named Top Financial Planner in Lancaster by 2026 LNP Readers’ Choice Awards
October 30, 2026 – Conrad Siegel has been named the Top Financial Planner in Lancaster County in the 2026 LNP Readers’ Choice Awards, earning first place among 49 local nominees. Published annually by LNP | LancasterOnline, the Readers’ Choice Awards highlight favorite Lancaster County businesses based on voting by readers. Voting for the 2026 awards…
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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.…
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Conrad Siegel’s Krista Mamet Named to The Lancaster Chamber’s 30 Under 30
Conrad Siegel is pleased to announce that Krista Mamet, Consulting Actuary, has been named to The Lancaster Chamber’s 30 Under 30, recognizing young professionals who are making a significant impact through their leadership, professional achievements, and community involvement. Since joining Conrad Siegel as an actuarial intern in 2017, Mamet has built a career centered on…
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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.…
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Prescription Drug Update: Navigating Trends, Costs & What’s Ahead for 2027 (Replay)
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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…
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Conrad Siegel’s Sean Duffy Named to 2026 PLANADVISER Emerging Leaders List
Sean Duffy, QPFC, AIF®, Partner and Investment & Fiduciary Consultant at Conrad Siegel, has been named to the 2026 PLANADVISER Emerging Leaders list. The annual list recognizes emerging professionals making an impact in the retirement plan industry. The honor is given to members of the retirement plan advisory industry who their managers and peers believe…
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Conrad Siegel Named to List of Top RIA Firms in 2026
Conrad Siegel has been named to Financial Advisor Magazine’s 2026 list of America’s Top RIAs. The annual list ranks firms nationwide by total assets under management based on the previous year-end. Of more than 500 firms that participated in the survey, Conrad Siegel ranked 65th with $10.1 billion in AUM (as of June 30, 2025).…
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Trump Accounts (for Employers) – The Newest Addition to the Crowded World of Kids’ Savings Plans
Unlike a 529 plan that locks money into tuition bills, or a custodial Roth IRA that requires employment, Trump Accounts let parents, grandparents, even employers (yes, employers) start stashing away cash from birth, with the government even kicking in the first $1,000 for eligible newborns. Over recent months, the Department of the Treasury released newly…
