Blog

null
4 December Deadline Dates You May Need to Know About

by Matt Roberts, MFM, CFP®, Chief Planning Officer | November 23, 2020

As we near the end of the year, financial planners are helping to remind their clients about key December deadlines for contributions and other transactions. Chief Planning Officer Matt Roberts gives an overview of the deadlines, including deadlines associated with provisions of the March 25th CARES Act.

null
Coronavirus Update: November 6, 2020

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

null
It Happened Again

by Adam Steen, Director of Business Development | October 20, 2020

Adam Steen describes a conversation he has over and over again in his role as Director of Business Development. Adam also shares insights about company vision, growth, and relationship building.

null
How a Fresh Start Can Happen Before the New Year

by Lance Gunkel, CFP®, CFA, Managing Director | October 15, 2020

Managing Director Lance Gunkel encourages us to consider ways to initiate a fresh start in our lives before the New Year.

null
How the Presidential Election Might Affect Your Portfolio

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | October 14, 2020

Chief Investment Officer Jason Gunkel shares a detailed report of how the presidential election results could affect the stock market and its returns for investment portfolios. He also shares historical patterns of stock market performance under previous administrations and the financial planning implications of presidential policies.

null
Coronavirus Update: October 2, 2020

October 1, 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.

null
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.

null
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.

null
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.

null
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.