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Conrad Siegel’s Brooke Petersen, CFP®, ChFC® shares a brief overview of the tax proposals the Biden Administration had on the table as of late May 2021. More recent developments point to corporate tax increases being unlikely at this time. What we do know is discussions and negotiations are ongoing. As potential tax changes unfold, we will continue to explore what they may mean for investors.

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Conrad Siegel’s Tracy Burke, CFP®, ChFC® and Catherine Azeles, CFP®, RICP® share an overview of what’s happening in the investment world. This short video reviews what’s currently driving the markets, what we can expect moving forward, and what it all means for you.

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Conrad Siegel’s Thomas Terhaar, CFP®, ChFC® dives into the topic of estate planning and what it means for you. Make sure you’re checking all of the right boxes in your estate plan!

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Conrad Siegel’s Tracy Burke, CFP®, ChFC® and Catherine Azeles, CFP®, RICP® share an overview of what’s happening in the investment world. This short video takes us through a review of what’s driving the markets and how it impacts you.

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

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Conrad Siegel is joined by Apollo Lupescu to discuss the options investors have in mitigating market downturns. Tune in as we take a historical look at turbulent markets.

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What do cooking and investing have in common? It’s all about the ingredients.


In the latest video in our Simplifying the Complex series, Investment Consultant Brooke Petersen, CFP®, ChFC® Brooke shares an overview of how the mix of “ingredients” in your portfolio can become the recipe for managing risk and addressing your goals.