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9.11 Tribute
9/11 Remembrance

September 11, 2015

Today marks the 14th anniversary of the 9/11 terrorist attacks. Our hearts go out to all of the families affected by this terrible tragedy. We honor all those who lost their lives 14 years ago and those who continue to serve to protect our freedoms. #NeverForget #911Memorial #Honor911

Syverson Strege and Company | Sherpa Investment Managem
Sherpa Blog by James Mantosh: Trading, Monitoring, and Rebalancing Client Portfolios at Sherpa

July 9, 2015

Every financial planning client has a return requirement and a risk tolerance. When a prospective client meets with an advisor, the two outline what return is required from the client's portfolio to meet the client's goals and the level of risk which can be tolerated by the client. Once the return requirement and risk tolerance are determined, assets are then allocated in a manner which would generate that return while adhering to the clients risk tolerance.

Syverson Strege and Company | Sherpa Investment Managem
Sherpa Blog by Ethan Gascho: Pros and Cons of Taxable vs. Corporate Bonds

July 2, 2015

For the last few years we have been living in a low interest rate environment. The Federal Reserve has not seen the kind of economic improvement necessary to justify an increase in the federal lending rate. This has made chasing bond yields difficult in a market that contains an abundance of low yield options for investment grade bonds. To complicate the matter further, there is always the lingering debate of tax-managed bonds versus taxable bonds.

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.