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We’re continually growing our knowledge base to give our clients relevant and timely advice. Included below are some helpful articles and videos that can help you better understand your investment goals.

Articles

Catherine Azeles named the winner of Central PA Leukemia and Lymphoma Society’s (LLS) 2021 Woman of the Year

Catherine Azeles, CFP®, RICP®, an Investment Consultant at Conrad Siegel has been named the winner of Central PA Leukemia and […]

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Is now a good time to invest?

This is a question we often hear people ask – is now a good time to invest? Sometimes it is asked after the market has had a good run and is sitting at an all-time high. Other times it comes up when the market has been through a significant downturn.

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Inflation and You – How it Impacts Investors

There is a lot of talk about inflation these days. Indeed, there are many economists and policymakers who are on […]

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Retirement on the horizon? 7 things to consider

Many investors are focused on the “when”, “where”, and “how much” questions when it comes to retirement. Much of financial […]

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The COVID-19 Pandemic: One Year Later

In March 2020, the World Health Organization declared the COVID-19 outbreak a pandemic. Conrad Siegel’s Pennsylvania offices were abruptly closed […]

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Life Transitions Checklist: What happens financially after I pass away?

Nobody likes to think about death, but yet we all have to face it sooner or later. The grief that […]

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A Holistic View on Estate Planning

Estate Planning is about more than the preparation of vital documents: Will Durable Power of Attorney Healthcare Proxy/Power of Attorney […]

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Nearing age 65? What to do about Medicare

Medicare is a health insurance program operated by the federal government and benefits are available to qualifying individuals 65 or […]

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Retirement Roadmap – What’s your number?

When trying to envision your retirement, a big question for many is, “How much money will I need to retire?” […]

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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, here are a few MORE resolutions

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The SECURE Act: What you need to know

The Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, was signed into law on […]

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Retirement is a journey, not a destination

You have likely been saving, investing, and planning for retirement for years, if not decades. Having a workable and flexible […]

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Videos & Webinars

Are there tax changes on the horizon?

Conrad Siegel’s Brooke Petersen, CFP®, ChFC® shares a brief overview of the tax proposals the Biden Administration had on the […]

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Q2 of 2021: Quarterly Market Update

Conrad Siegel’s Tracy Burke, CFP®, ChFC® and Catherine Azeles, CFP®, RICP® share an overview of what’s happening in the investment […]

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Estate Planning: A Holistic View

Conrad Siegel’s Thomas Terhaar, CFP®, ChFC® dives into the topic of estate planning and what it means for you. Make […]

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Q1 of 2021: Quarterly Market Recap

Conrad Siegel’s Tracy Burke, CFP®, ChFC® and Catherine Azeles, CFP®, RICP® share an overview of what’s happening in the investment […]

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Investing today: Answering your questions

Members of our investment team join together to discuss investing in a volatile market.

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Navigating a Turbulent Market (with DFA)

Conrad Siegel is joined by Apollo Lupescu to discuss the options investors have in mitigating market downturns. Tune in as […]

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Cooking & Investing: A Unique Pairing

What do cooking and investing have in common? It’s all about the ingredients. In the latest video in our Simplifying […]

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