Blog

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.

Why Planning for Long-term Care is More Important than Ever

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

Part of a successful financial plan may include protection for aging adults in the form of long-term care insurance. In the U.S., there are three categories when it comes to preparedness for a long-term care event. These categories consist of people who 1) will need Medicaid, 2) have enough resources for retirement, but not quite enough for long-term care, or 3) have enough to self-insure any type of long-term care need.

Coronavirus Update: April 17, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | April 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 the Toilet Paper Shortage Reveals About Some Americans

by Wayne Johnson, MBA, CFP®, AEP®, CAP®, Financial Planner | April 14, 2020

Financial Planner Wayne Johnson explains what the toilet paper shortage reveals about some Americans. Just like the supply chain situation and toilet paper, the markets are also volatile and some days portfolios are shrinking, but history shows there is substantial hope that the market will come roaring back even stronger than before.

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.