Blog

Coronavirus Update: September 18, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | September 16, 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.

What Do David Strege and Financial Literacy Have in Common?

September 9, 2020

Syverson Strege Cofounder David Strege has devoted nearly a lifetime to financial literacy. His work with the National Endowment for Financial Education (NEFE) and Iowa Jump$tart Coalition is evidence of his dedication to financial literacy. David has served on the board of NEFE since 2013 and served as their Chairman in 2018. With a personal philosophy of helping people become great stewards of their resources, David finds great fulfillment in providing unbiased, free information about money management.

Coronavirus Update: September 4, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | September 3, 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: August 21, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | August 20, 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.

Variable Annuities PSA

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | August 9, 2020

Tyler Conley, CFP®, MBA, CEPA®, reveals five possible hidden fees associated with variable annuities and gives a detailed explanation of why variable annuities are rarely a good option for a client.

Coronavirus Update: August 7, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | August 6, 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.

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.