The New Year is always a great time to reflect while also looking ahead. Our team welcomed Conrad Siegel’s Chief Investment Officer, David Lytle. Together, we took a look back at the market and the events of the last 12 months. We also looked ahead, breaking down key data points that we can use as a guide for investing in 2025.

Conrad Siegel’s Tracy Burke, CFP® takes a look at what the market did over the last month, what we can expect moving forward, and what it means for you.

You’ve probably heard the phrase “you have to retire TO something, not FROM something,” but what does that mean? Whether you are preparing for or currently in retirement, most people focus only on the financial aspects and miss the emotional side. In this interactive virtual event, we discussed how you can live your best life in retirement.

Conrad Siegel’s Tracy Burke, CFP® takes a look at what the market did over the last month, what we can expect moving forward, and what it means for you.

Conrad Siegel’s Tracy Burke, CFP® takes a look at what the market did over the last month, what we can expect moving forward, and what it means for you.

Conrad Siegel’s Tracy Burke, CFP® takes a look at what the market did over the last month, what we can expect moving forward, and what it means for you.

Conrad Siegel’s Tracy Burke, CFP® takes a look at what the market did over the last month, what we can expect moving forward, and what it means for you.

Conrad Siegel’s Tracy Burke, CFP® takes a look at what the market did over the last month, what we can expect moving forward, and what it means for you.

Conrad Siegel’s Tracy Burke, CFP® takes a look at what the market did over the last month, what we can expect moving forward, and what it means for you.

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.