Why Syverson Strege is Here to Stay

by David Strege | July 8, 2019

Our team's approach to assisting clients with their financial planning and investment management helps them get the expertise of multiple professionals, and it also makes it easier to put a succession plan in place when a financial advisor retires. Learn more!

3 Ways to Pass Values on To Your Family

by Wayne Johnson | June 30, 2019

For your kids to understand why your values are important, you could try writing them down or demonstrating your beliefs to them in your daily life. Give one of our examples a try.

investment management conference
Investment Updates From London: Get Insights From the 72nd CFA Institute Annual Conference

by Lance Gunkel | May 14, 2019

Lance Gunkel is in London attending Disruption: The New Reality in Investment Management. Learn what's new in investing!

Retirement planning
When Clarity and Strategy Lead to Enriched and Empowered Lives

by Wayne Johnson | May 7, 2019

Trusting a certified financial planner can help you reach your goals and set up a retirement plan for your unique story.

2019 Q1 market updates
2019 Quarter 1 Updates in the Investment Market

by Jason Gunkel | April 11, 2019

investments journey
The Mountain Journey of Investment Withdrawals

by Jason Gunkel | April 10, 2019

Deciding the best withdrawal tactics for your investments can be challenging. We can help you consider all your options.

purpose and passion
Purpose and Passion: Faith. Family. Farm.

by Lance Gunkel | March 27, 2019

Many folks pursue true passions when they retire. Discover the shocking retirement path of former NFL star, Jason Brown.

Tax return impact from 2018 tax laws
Are You Affected by the New Tax Laws?

by Matt Roberts | March 21, 2019

IRS data shows the value of refunds is down 16.7%. But not everyone is seeing a tax increase.

The Flat-Out Truth

by Jason Gunkel | November 30, 2018

Long Term Senior Care
Parenting the Parent Series: Financing Long-Term Senior Care

May 31, 2018

Many senior citizens today, and in the near future, face an intersection of two lines; expanding life expectancy while depleting financial resources. Here are some options that may help reduce the costs for seniors and their care providers as they plan for the future.