Blog

Planning for Purpose: A Young Father's Perspective

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

Enjoying life together with three generations shows a great example of Syverson Strege's theme for 2020 - Planning for Purpose.

Coronavirus Update: April 3, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | April 3, 2020

Jason Gunkel shares his weekly 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 You Need to Know About the CARES Act

March 31, 2020

Find out how the new stimulus bill (CARES Act) will affect you and your family. Learn how large your family's check will be and info about RMDs, charitable giving provisions, and small business provisions.

How Syverson Strege Celebrated Random Acts of Kindness Day

March 28, 2020

Learn how a fistful of $20 bills gave the Syverson Strege employees the opportunity to generate multiple acts of kindness throughout the community.

Coronavirus Update: March 27, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | March 27, 2020

Chief Investment Officer, Jason Gunkel, from Syverson Strege gives his weekly update on the coronavirus and how it is affecting the markets, client portfolios, and the economy.

Importance of Emergency Savings

by Tyler Conley, MBA, CFP®, Financial Planner | March 24, 2020

When individuals have the necessary emergency savings and a financial plan in place, personal economic risks can be avoided in situations like the coronavirus pandemic.

Chief Investment Officer, Jason Gunkel, from Syverson S
Coronavirus Update: March 20, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | March 20, 2020

Chief Investment Officer, Jason Gunkel, from Syverson Strege gives his weekly update on the coronavirus and how it is affecting the markets, client portfolios, and the economy.

Coronavirus Update: Friday, March 13

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | March 13, 2020

It was another volatile week for the stock market as investor fear increased with the spread of the coronavirus or Covid-19. The spread of the coronavirus affected oil prices, the stock market, and even major sporting events. This week also signaled the official start of a pandemic and the official end of the bear market

Need Help With Your Taxes?
5 Reasons Why You Should Hire a Professional Tax Preparer

by Wayne Johnson, MBA, CFP®, AEP®, CAP®, Financial Planner | March 8, 2020

The more complicated your tax situation is, the more concerns you most likely will have. To alleviate your fears and reduce your stress, Syverson Strege usually recommends clients hire a professional tax preparer or CPA as part of their overall financial planning strategy.

Coronavirus: A Week in Review

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | March 6, 2020

The roller coaster ride in the stock market continues this week and caused more uncertainty of the economic impact of the coronavirus.