News & Insights

Conrad Siegel Receives National Recognition for Investment Services in 2020

  Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, was recognized by multiple outlets in 2020 for their ongoing and evolving investment services. In Financial Advisor Magazine (FA), Conrad Siegel was once again recognized for their continued success in the publication’s annual ranking of Registered Investment Advisors (RIAs). Of more than 700 firms … Continue reading Conrad Siegel Receives National Recognition for Investment Services in 2020

Conrad Siegel Announces Three Retirements in 2021

  Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has announced that Robert Dolan, ASA, MAAA, Janel Leymeister, ERPA, CEBS, and Holly Ross, FSA, EA, MAAA are retiring from the firm, effective January 1, 2021. “These three individuals have had a profound impact on our firm over the last 40+ years,” says Mark … Continue reading Conrad Siegel Announces Three Retirements in 2021

Financial Resolutions for the New Year, Part 2

Very few things in life are as important as getting your financial house in order.  While many New Year’s resolutions dissipate rather quickly, here are a few MORE resolutions to get you one step closer to getting your financial house in order. 1. Be prepared for a financial emergency: Having an emergency fund can save … Continue reading Financial Resolutions for the New Year, Part 2