Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors, Inc. offers a full range of investment advisory services for individual clients and retirement plan sponsors. As an independent SEC-registered firm, we work in your best interests.
Financial Advisers in Harrisburg, PA
About
Conrad Siegel Investment Advisors, Inc., a wholly-owned subsidiary of Conrad Siegel Actuaries is an SEC-registered investment advisory firm with that fiduciary requirement to always do what is right for the client. As an independent investment advisor, we work on a fee-for-service basis. That means you enjoy complete transparency with no hidden costs. Our personal approach is the foundation of our ongoing relationships.
Address
501 Corporate Circle Harrisburg, PA 17110Answers
Q&A
Asked by Lynn
Answered by Tracy Scott Burke
CFP®, ChFC® in Harrisburg, PA
CFP®, ChFC® in Harrisburg, PA
Hi Lynn,
Rebalancing your 401(k) is a good
idea. As an example, assume your 401(k) has
an initial asset allocation of 50% stocks/50%
bonds. If the stock market do...
Q&A
Asked by Michael
Trading is more short-term and investing is
more long-term. An example of trading would
be buying and selling a stock in a day. An
example of investing would be buyi...
Q&A
Asked by Erin
Hi Erin,
A Managed Account may provide the
manger "tactical" capabilities which allow
them to move the portfolio as the markets
move. Example: in a declining equity...
