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Syverson Strege and Company | Sherpa Investment Managem
CFA Institute Annual Conference: Day 2

April 28, 2015

Today in Frankfurt is overcast and rainy, which is a bit symbolic of the current economic environment in the European Union. The EU is plagued with slow/no economic growth, troubling unemployment, and generally weakened government balance sheets.

Syverson Strege and Company | Sherpa Investment Managem
CFA Institute Annual Conference: Day 1

April 27, 2015

This year's CFA Annual Conference, a gathering of leading investment professionals, is meeting in Frankfurt, Germany. Jason and I are in attendance representing Sherpa Investment Management and look forward to hearing about current investment trends and research.

Syverson Strege and Company | Sherpa Investment Managem
Syverson Strege & Company Blog By David Strege: The Problem with Target Date Funds

April 8, 2015

Many times we see people that have selected a Target Date Fund (TDF) for their retirement plan figuring this is a good diversified choice. At the Financial Advisor Retirement Symposium, Rob Arnott explained the problems with Target Date Funds. We agree with his assessment and recommend that these investments not be used.

Syverson Strege and Company | Sherpa Investment Managem
Sherpa Blog by Lance Gunkel: March Madness & the $837,000 Office Pool

March 17, 2015

It's time for March Madness to begin, which means millions of workers will bring their employers' internet to a crawl as they live stream the NCAA basketball games.

Syverson Strege and Company | Sherpa Investment Managem
Sherpa Blog by Lance Gunkel: The Growth of the Future

March 10, 2015

One of the things I'm most excited about in the future are the new possibilities coming from technological and medical advances. In fact, new and better technologies will likely be the catalyst for advances in medicine.

Sherpa Check Presentation
2014 Bow Tie Ball Raised $16,000 for Variety!

March 5, 2015

Check out pictures from the 2015 Variety Telethon this past weekend!

Syverson Strege and Company | Sherpa Investment Managem
Sherpa Blog by Lance Gunkel: When Interest Rates Rise

March 5, 2015

I'm bringing you two charts-of-the-day displaying interest rates over time. As you can see, Treasury and corporate bond rates are at historic lows and well below average levels.

Syverson Strege and Company | Sherpa Investment Managem
A Retirement Savings Shortfall of $4+ Trillion

February 20, 2015

A new report by the Employee Benefit Research Institute says that Americans have a retirement savings shortfall in excess of $4 trillion. Yikes! The shortfall for late bloomers is greatest for single females ($65,000/household) and least for married households ($19,500).

Lance and Magic Johnson at the TD Ameritrade 2015 Natio
It's Showtime with Magic!

February 2, 2015

Celtics vs. Lakers. Bird vs. Magic. These were big rivalries in the 80's. As a boy I knew nothing of the Cold War going on at the time, but I surely knew the date of the next showdown between these two teams. Growing up I was a huge Larry Bird and Boston Celtics fan - some may even say an obsessive. My third grade teacher had to pull me aside to tell me that I could no longer incorporate the Celtics into my creative writing stories, I had to find another muse.

Syverson Strege and Company | Sherpa Investment Managem
Peter Diamondis and Living in an Age of Abundance

February 2, 2015

On Friday morning I attended a presentation given by Dr. Peter Diamondis, Chairman and CEO of the X Prize Foundation. Through this organization Dr. Diamondis is pushing the world's top minds to expand our ability to enter space and accomplish other world-changing feats. Through the X Prize Foundation he's offered $10 million for the first private spaceflight to accommodate three civilians to space, as well as $10 million for 100 mile-per-gallon equivalent cars.