Blog

6 Reasons Why Intelligent People Might Not Have a Financial Advisor

by Matt Roberts, MFM, CFP®, Chief Planning Officer | July 27, 2020

Find out 6 reasons why intelligent people might not have a financial advisor. Chief Planning Officer Matt Roberts also shares some fascinating stats about how some people are responding to the pandemic.

Coronavirus Update: July 24, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | July 23, 2020

Jason Gunkel shares his update on the effects of the coronavirus pandemic on your investment portfolios, the market, and the economy. Jason Gunkel is Chief Investment Officer at Syverson Strege, a fee-only financial planner in West Des Moines, Iowa.

How Johnne Syverson Was Involved in Making History

by Julie Summa, Director of Marketing & Communications | July 19, 2020

Find out how Johnne Syverson was involved in making history and what first-in-the-nation graduating class he was associated with. Cofounder and Senior Financial Planner Johnne Syverson was involved in making history by being part of the inaugural graduating class of 35 students to receive the CAP®, Chartered Advisor in Philanthropy, designation in 2005. He was also a sounding board for the Chair of Philanthropy for the College when they were getting the CAP® designation up and running. The CAP® program is a three-course, graduate-level program focused on the best strategies for philanthropic planning. Read more about why credentials matter.

What Day Is It?

by Lance Gunkel, CFP®, CFA, Managing Director | July 5, 2020

Lance Gunkel gives his definition of "pandemic time" and describes how he has helped to lead Syverson Strege through this unusual time.

Coronavirus Update: July 2, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | July 2, 2020

Jason Gunkel shares his update on the effects of the coronavirus pandemic on your investment portfolios, the market, and the economy. Jason Gunkel is Chief Investment Officer at Syverson Strege, a fee-only financial planner in West Des Moines, Iowa.

Why It's Time to Set the Reset Button: Planning Beyond the Pandemic

by Matt Roberts, MFM, CFP®, Chief Planning Officer | June 29, 2020

During a pandemic, the elements of a comprehensive financial plan, including cash flow management, tax planning, risk management, retirement planning, estate planning, investment planning, and philanthropic planning, may need attention. Chief Planning Officer Matt Roberts explains why.

Coronavirus Update: June 12, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | June 11, 2020

Jason Gunkel shares his update on the effects of the coronavirus pandemic on your investment portfolios, the market, and the economy. Jason Gunkel is Chief Investment Officer at Syverson Strege, a fee-only financial planner in West Des Moines, Iowa.

Coronavirus Update: May 29, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | May 29, 2020

Jason Gunkel shares his update on the effects of the coronavirus pandemic on your investment portfolios, the market, and the economy. Jason Gunkel is Chief Investment Officer at Syverson Strege, a fee-only financial planner in West Des Moines, Iowa.

Why Credentials and Education Really Matter

by David Strege, CFP®, CFA, CKA®, Senior Financial Planner | May 25, 2020

Learn why credentials and education really matter in the world of financial and investment planning and read Syverson Strege co-founder's comments on virtual education platforms

Coronavirus Update: May 15, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | May 15, 2020

Jason Gunkel shares his update on the effects of the coronavirus pandemic on your investment portfolios, the market, and the economy. Jason Gunkel is Chief Investment Officer at Syverson Strege, a fee-only financial planner in West Des Moines, Iowa.