Blog

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.

How Working From Home Refines Us

by Adam Steen, Director of Business Development | May 7, 2020

How working from home refines us...Adam Steen, Director of Business Development, shares his perspective on working remotely during the coronavirus pandemic.

Why It's Time to Revive A Dusty Plan

by Matt Roberts, MFM, CFP®, Chief Planning Officer | May 3, 2020

Find out how a dusty plan can be the worst and most expensive type of plan. Read Chief Planning Officer Matt Roberts' latest blog article to also learn why financial planning is more than just investments and retirement planning.

Coronavirus Update: May 1, 2020

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