News & Insights

Financial Resolutions for the New Year

Very few things in life are as important as getting your financial house in order. While many New Year’s resolutions dissipate rather quickly, consider making some financial resolutions a priority and you will be one step closer to getting your financial house in order. 1. Write down your most important financial goals: This can be […]

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Conrad Siegel Investment Consultant Catherine Azeles Honored On Central Penn Business Journal’s Forty Under 40 List

Catherine Azeles, Investment Consultant at Conrad Siegel has been named to the Central Penn Business Journal’s 2020 Forty Under 40 List. The Central Penn Business Journal annually highlights the top forty local business leaders under 40 for their commitment to professional excellence, business growth and community service. At Conrad Siegel, Azeles is committed to helping […]

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Conrad Siegel Expands Leadership Team, Names Four New Partners

  Harrisburg, PA – July 29, 2020 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, today announced that Trevor Bare, FSA, David Lytle, FSA, CFA®, James Pyne, and Ashley Wise, FSA, CERA, have been appointed partners at the firm.   Bare, a consulting actuary, began his career at Conrad Siegel in 2006 […]

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A first half like no other

    If we would have told you in January that in the first half of 2020 there would be both a decline in the equity market that invoked comparisons of the Great Depression as well as a rally that was reminiscent of the tech boom of the late 90’s, all by the mid- way […]

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4 Financial Planning Items to Revisit During Tough Times

    There is a financial adage that says, “Markets hate uncertainty”. It’s true – uncertainty causes stress. If there’s one thing that 2020 has served up in abundance, it is uncertainty and its accompanying feelings of fear, dread, and stress. However, it is precisely times like this that can become pivotal turning-points in an […]

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FAQ: Retirement Investing Through a Pandemic

  How much money have I actually lost? While it is certainly not fun to see the value of your retirement account drop – often drastically – during market downturns, your perceived loss is only “on paper” until you sell your investments. Only when you sell your investments does your loss become truly realized. It […]

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