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.
Our team welcomed Conrad Siegel’s Chief Investment Officer, David Lytle, FSA, CFA, MAAA for a virtual event. 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 the year ahead.
Estate Planning is something that we talk about often when discussing your finances and overall plan. There is no denying that this topic is a big one. There are so many parts to it and just when you think you know it all, the laws change. That’s why we brought in an expert, Certified Estate and Elder Law Attorney, Jeffrey Bellomo, for this virtual event to discuss ways to avoid the pitfalls by doing the appropriate Estate Planning.
Now more than ever, so many aspects of our lives are taking place online. Conrad Siegel and guest speaker Jerry Mitchell, Education and Outreach Specialist with the Pennsylvania Office of Attorney General discuss important steps you can take to protect your identity and personal information.
Join us for practical investing tips in the new year. Periods of transition often carry a level of uncertainty, whether in the markets, politics, or life in general. As we saw in 2020, both the speed of the market decline and its subsequent recovery caught many investors off guard.