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Syverson Strege and Company | Sherpa Investment Managem
Syverson Strege Blog By Wayne Johnson: Maintaining Retirement Resources

July 1, 2015

Discussions are often brought to us regarding the appropriate assumptions for investment returns on retirement accounts or the sustainable withdrawal rate that retirement resources can maintain for a lifetime. These two topics appear to be the bottom line for retirement financial success, but history has shown us that a number of other factors also influence financial success in retirement. Most notably the sequence of investment returns can have a substantial impact on the level of income that a retirement nest egg can support, and strategies are available to protect against this risk.

Syverson Strege and Company | Sherpa Investment Managem
Our very own James Mantosh earns CFA designation

June 25, 2015

Congratulations to our very own James Mantosh for completing the CFA® Program and earning his Chartered Financial Analyst® (CFA) designation! The CFA Program curriculum connects academic theory with current practice and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills. Congratulations, James, on this accomplishment!

Syverson Strege and Company | Sherpa Investment Managem
Our very own Walt Mozdzer in The Ag Progress Dispatch

June 24, 2015

It's often said that farmers and ranchers are "land rich and cash poor." Most of their net worth is tied up in land, and while land may appreciate in value, its actual cash return can be low. And when farmers have significant income, they often want to invest those profits in more land.

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Making a Difference, Turning Taxes into Gifts

June 22, 2015

Originally featured in Ag Progress on June 22, 2015

Syverson Strege and Company | Sherpa Investment Managem
CFA Institute Annual Conference: Day 3

April 29, 2015

The theme of this year's CFA Annual Conference is "Future Finance." The intent is for us to examine not only future prospects in the investment markets, but also - and more importantly - the future of the profession itself.

Best Regards Cake Cookie
CFA Institute Annual Conference: Final Day

April 29, 2015

The concluding speakers presented today at the CFA Annual Conference in Frankfurt. The sessions were fruitful and provided much food for thought. I'm excited to bring these perspectives to our investment team, many of which are already present and implemented in our client portfolios.

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

April 28, 2015

It was an enjoyable and informative first day at the CFA Annual Conference here in Frankfurt, Germany. It got off to a good start when our cab driver played "New York, New York" by Frank Sinatra in honor of us. We told him that we were from Iowa and he asked if we were cowboys or American football players. We had to disappoint him by saying we were financial advisors and mediocre soccer (I mean futbol) players but he was happy to learn that John Wayne was born in Iowa.

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.