Blog

Syverson Strege and Company | Sherpa Investment Managem
Trends in Global Energy

May 11, 2016

It was another great day at the CFA Annual Conference here in Montreal. One of the highlights was listening to Amy Myers Jaffe, a lecturer at UC Davis and leading energy consultant, present the Trends in Global Energy Markets.

A fresh bottle of maple syrup is a sure sign you're in
Where is the investment world headed?

May 10, 2016

Bon jour! Greetings from Montreal, where Jason and I are attending the 69th CFA Annual Conference, the gathering of investment analysts around the globe. #CFAInvest

Notre Dame Basilica of Montreal
Will China Recover?

May 10, 2016

Volatility and Trouble in China

The singing artist - Prince
Prince's Estate Tax could make Doves Cry

April 29, 2016

Last week we learned that the late pop icon Prince may have died without a will. This means that settling his estate could get very messy and it almost certainly means paying a lot of estate taxes.

Syverson Strege and Company | Sherpa Investment Managem
New Rules for Financial Advisers

April 11, 2016

Last week, the Department of Labor released its long-anticipated final rule that will extend the fiduciary duty to all financial advisers that provide investment advice on retirement plans and Individual Retirement Accounts (IRA's).

Syverson Strege and Company | Sherpa Investment Managem
The Panama Papers: What You Need to Know

April 8, 2016

This week began with a reveal of the largest information leak in history. Documents and emails from Mossack Fonseca, a Panamanian law firm, were uncovered and for the past year hundreds of journalists worldwide discreetly analyzed their contents.

Warning-Scam Ahead Icon
Improving Your Online Security

March 18, 2016

Every day I get suspicious emails entreating me to click on hyperlinks to learn about the latest Caribbean vacation sites, or to settle a bill from a vendor in the UK, or other unsavory reasons.

Celebration InnovationT Week website
See you DMACC ciWeek!

February 29, 2016

We are one of the sponsors for Celebration InnovationT Week at DMACC.

Fear Graphic
Fear of Financial Advisors

February 24, 2016

We've all heard the poll results that the fear of public speaking often outranks many common fears, including the fear of death. But what if I told you that many people have a fear of financial advisors?

Syverson Strege and Company | Sherpa Investment Managem
Can A Bad Stock Market Make You Sick?

February 10, 2016

When the stock market falls, how do you feel: anxious, nervous, worried?