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.


Taxes & Retirement: 7 things you need to know

This is a sample excerpt that’s being pulled from the post itself. If this were a real post, there would be information here about the thing being discussed but alas, there is not. This is just a test.

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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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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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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 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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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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Videos & Webinars

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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Investing today: Answering your questions

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

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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.

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