Coronavirus Update: Friday, March 13

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | March 13, 2020

It was another volatile week for the stock market as investor fear increased with the spread of the coronavirus or Covid-19. The spread of the coronavirus affected oil prices, the stock market, and even major sporting events. This week also signaled the official start of a pandemic and the official end of the bear market

Need Help With Your Taxes?
5 Reasons Why You Should Hire a Professional Tax Preparer

by Wayne Johnson, MBA, CFP®, AEP®, CAP®, Financial Planner | March 8, 2020

The more complicated your tax situation is, the more concerns you most likely will have. To alleviate your fears and reduce your stress, Syverson Strege usually recommends clients hire a professional tax preparer or CPA as part of their overall financial planning strategy.

Coronavirus: A Week in Review

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | March 6, 2020

The roller coaster ride in the stock market continues this week and caused more uncertainty of the economic impact of the coronavirus.

Coronavirus: Economic Impact and Historical Context
Coronavirus: Economic Impact and Historical Context

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | February 27, 2020

After showing minor symptoms in January, the stock market has officially been sickened by the coronavirus.

Secure Act IRA
How the SECURE Act May Affect Your IRA

by Matt Roberts, MFM, CFP®, Chief Planning Officer | February 6, 2020

With Congress passing the SECURE Act in late December of 2019, it is important to know how it could potentially affect your retirement accounts. This is one of the most significant retirement bills in the last decade.

2020 Tax Time
Tax Season is Coming

January 22, 2020

Mark Vroman shares common items that may cause "surprise" tax burdens, and provides additional insights for a smooth, and easy going tax season.

Good Debt and Bad Deb: Borrowers Are Better Off When Th
Good Debt and Bad Debt: Borrowers Are Better Off When They Know the Difference

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | January 8, 2020

It's smart for borrowers to weigh good debt vs. bad debt. Here's how to tell the difference between the two.

Syverson Strege takes a look back at some of the highli
What Made 2019 A Memorable Year?

by Lance Gunkel, CFP®, CFA, Managing Director | December 31, 2019

Syverson Strege's Lance Gunkel takes a look back at some of the highlights of 2019. We can't wait for 2020 with you!

Holiday Traditions…Connecting the Generations

December 10, 2019

The holidays have special memories for all. Learn about two Syverson Strege employees' traditions that are near and dear to their hearts.

Great Iowa Treasure Hunt
Gotta Love Being Paid to Go to the State Fair

by David Strege, CFP®, CFA, CKA®, Senior Financial Planner | November 25, 2019