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
Catherine Azeles Named Partner at Conrad Siegel
Harrisburg, PA – July 10, 2023 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, recently announced that Catherine Azeles, […]
Read ArticleMarket-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.
Read ArticleSix 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.
Read Article9 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.
Read ArticleOn 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?
Read ArticleOn 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.
Read ArticleOn 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.
Read ArticleBeyond 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.
Read ArticleI 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.
Read ArticleWhat 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.
Read ArticleMedicare 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.
Read ArticleCatherine 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 […]
Read ArticleIs 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.
Read ArticleInflation 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 […]
Read ArticleRetirement 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 […]
Read ArticleLife 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 […]
Read ArticleA 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 […]
Read ArticleNearing 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 […]
Read ArticleRetirement 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?” […]
Read ArticleFinancial 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
Read ArticleThe 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 […]
Read ArticleRetirement 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 […]
Read ArticleVideos & Webinars
Legacy Letter Workshop | Virtual Event (Replay)
Our team got together with Blake Brewer, founder of Legacy Letter, for a workshop webinar where we explored an ethical will, learned how to craft a legacy letter to share, and how to gift your letter to those that matter most to you.
Watch VideoYour 2024 Guide to the Market | Virtual Event (Replay)
It’s hard to believe that 2023 is already coming to an end. Now is the perfect time to look at different aspects of your financial life to make sure that you are heading in the right direction. Financial planning can seem a bit overwhelming, but our team is here to walk you through it.
Watch VideoQ4 of 2023: 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.
Watch VideoYear End Financial Planning | Exploring Key Factors to Improve Your Finances
It’s hard to believe that 2023 is already coming to an end. Now is the perfect time to look at different aspects of your financial life to make sure that you are heading in the right direction. Financial planning can seem a bit overwhelming, but our team is here to walk you through it.
Watch VideoQ3 of 2023: 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.
Watch VideoQ2 of 2023: 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.
Watch VideoPlanning for the unexpected | What to know when protecting yourself, your family and your possessions
Everyone loves talking about insurance, right? Probably not. But the truth is, risk management and insurance planning are essential components of a comprehensive financial plan. In this webinar, Catherine Azeles is joined by Karen Meck and Ginny Cottrill of KBM consulting to talk about all things insurance
Watch VideoYour 2023 Guide To The Market | A look back and a look ahead at the market and how it impacts you
Watch this webinar recording as we welcome Conrad Siegel’s Chief Investment Officer, David Lytle, FSA, CFA, MAAA. Together, we take a look back at the market and the events of the last 12 months. We also look ahead, breaking down key data points that we can use as a guide for investing in the year ahead.
Watch VideoQ4 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.
Watch VideoOptimizing Retirement | Strategies & Time-Tested Concepts
Watch this webinar recording as we take a deep dive into retirement income. Whether you’re retired or thinking about retirement in the next several years, you won’t want to miss this event!
Watch VideoQ3 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.
Watch VideoQ2 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.
Watch VideoIncome & 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.
Watch VideoYour 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.
Watch VideoQ4 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 […]
Watch VideoEstate 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
Watch VideoIdentity 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
Watch Video8 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
Watch VideoQ3 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 […]
Watch VideoAre 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 […]
Watch VideoEstate 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 […]
Watch VideoQ2 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 […]
Watch VideoQ1 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 […]
Watch VideoInvesting today: Answering your questions
Members of our investment team join together to discuss investing in a volatile market.
Watch VideoNavigating 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 […]
Watch Video