News & Insights

Retirement Plan Fiduciary Mistake – Focusing Solely on Past Investment Performance

Fiduciaries are not responsible for delivering the absolute best investment performance. They are responsible for following a prudent decision-making process that is reasonable and well-documented, and for making decisions with the best interest of participants in mind. Focusing primarily or solely on past investment returns could result in the following fiduciary mistakes: Ignoring the fact […]

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Fed Rate Hikes

Everyone has felt the impact of high inflation in 2022. Whether it was on a major purchase, filling up at the gas station, or picking up some necessities at the grocery store, the rise in prices has certainly been noticeable. This jump in inflation to levels not seen since the early 1980s has also resulted […]

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Conrad Siegel Makes List of Top RIA Firms Nationwide

Investment Advisory Firm Ranks in Top 100 on National List for Assets Under Management Harrisburg, PA – August 2022 – Conrad Siegel has been named to Financial Advisor Magazine’s list of Top Registered Investment Advisor (RIA) Firms. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end. Of […]

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Common 401(k) Plan Mistakes – Your Plan isn’t Competitive

In today’s labor markets, much is said about offering competitive benefits. As employers compete for talent, retirement benefits have come more to the forefront as a way employers can offer an enhanced compensation package to potential employees or to retain existing ones. However, some retirement plans have been left to languish in recent years. Maybe […]

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Summer Market Update

Summer is finally here, but there is no vacation on Wall Street, as equity indices have continued their decline from the first quarter. The second quarter was much worse than the first, as investors have changed their focus from the path of Fed interest rate hikes to whether these hikes will spark a recession. From […]

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The Dreaded “R” Word

If you are following the markets in 2022, it is hard to avoid all the recession talk. In addition to general investor anxiety this year, there have been several events that also warrant a closer look at the recession topic. A few are: US Real Domestic Product decreased at an annualized rate of -1.5% in […]

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