Archives

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

Market-Timing Traps and Temptations

Over the years, during times of market turbulence, you have heard us say “stay the course” or “don’t make short-term trades with long-term money”. Following a disappointing first half of the year and a particularly brutal June, markets sharply reversed course in July. Proving yet again that timing the market is nearly impossible.

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Six Ways a Recession Resembles a Bad Mood

There’s been a lot of talk about recessions lately: Whether one is near, far, or perhaps already here. Whether we can or should try to avoid it. What it even means to be in a recession, and how it’s related to current market turmoil.

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9 Things to Think About During a Volatile Market

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Even if you are an experienced investor, you can hardly be blamed for feeling fear, when you are hearing the constant drumbeat of data and headlines that are designed to evoke an emotional response in you.

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On the Fed, Interest Rates, and Inflation (Part 3)

In recent columns we have explored interest rates, and inflation – now we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do?

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On the Fed, Interest Rates, and Inflation (Part 2)

Inflation is the rate at which money loses its purchasing power over time. As you might guess, there are many ways to measure it; and there are various economic sectors, such as energy, food, housing, and healthcare, which can complicate the equation by exhibiting wildly different inflation rates at different times.

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On the Fed, Interest Rates, and Inflation

At the conclusion of its March 15–16 Federal Open Market Committee (FOMC) meeting, the Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, but it wasn’t a huge surprise.

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Beyond Shrink It and Pink It: The Unique Needs of Women in Financial
Planning

Marketing execs have often tried to slant products toward women using an outdated strategy known as “Shrink It and Pink It”. This strategy involves taking a known product and making it smaller and coating it in pink or other pastel colors believed to be more appealing to a female market.

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I Bonds – A high return and safe investment hiding in plain sight

Looking for an investment that aims to keep pace with inflation? I bonds might be for you. They are sold exclusively by the U.S. government through the www.TreasuryDirect.gov website.

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What happens if you encounter negative investment returns early in retirement?

Clearly, there is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence of return risk.

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Medicare Renewals & Open Enrollment – More Treats, Less Tricks

To many, the beginning of fall is marked by the change in foliage, the return of football season, and the arrival of cooler weather. But to a select few, the beginning of the annual Medicare enrollment process is lurking among the pumpkins.

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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

Q3 of 2022: Quarterly Market Update

Conrad Siegel’s Tracy Burke, CFP®, ChFC® and Catherine Azeles, CFP®, RICP® share an overview of the investment world. Together, they take a look at what the market did during the last quarter, what we can expect moving forward, and what this all means for you.

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Q2 of 2022: Quarterly Market Update

Conrad Siegel’s Tracy Burke, CFP®, ChFC® and Catherine Azeles, CFP®, RICP® share an overview of the investment world. Together, they take a look at what the market did during the last quarter, what we can expect moving forward, and what this all means for you.

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Income & Estate Taxes | Do you want to pay the lowest amount you legally can?

Tax laws seem to be constantly changing and their impact on us can sometimes remain unclear. In this webinar, we take a current look at taxes and how they impact you, your retirement, and your estate.

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Your 2022 Guide To The Market | A look back and a look ahead at the market and how it impacts you

Our team welcomed Conrad Siegel’s Chief Investment Officer, David Lytle, FSA, CFA, MAAA for a virtual event.

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Q4 of 2021: Quarterly Market Update

Conrad Siegel’s Tracy Burke, CFP®, ChFC® and Catherine Azeles, CFP®, RICP®  share an overview of the investment world. This short […]

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Estate Planning | Make Today’s Planning Tomorrow’s Peace of Mind

Estate Planning is something that we talk about often when discussing your finances and overall plan. There is no denying that this

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Identity Theft | Tips & Tools to Protect Yourself in Today’s Digital World

Now more than ever, so many aspects of our lives are taking place online. Conrad Siegel and guest speaker

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8 Common Investing Mistakes & How to Avoid Them

Many of the investment mistakes we see people make are rooted in our behavior as investors. Conrad Siegel’s Catherine Azeles, CFP®, RICP® discusses some of the most

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Q3 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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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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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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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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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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