Blog

college 529 plan
Check All the Boxes When Saving for College

by Matt Roberts, MFM, CFP®, CAP®, Planning Officer | September 19, 2022

A 529 Plan is a college savings plan that is sponsored by a state, wherein the funds can be used for tuition, books, and other education-related expenses at most accredited colleges and universities, vocational-tech schools, and some foreign institutions.

Shannon Smith FBLA group
Out of My Comfort Zone: A Summer Opportunity

by Shannon Smith, Creston Community High School Business Teacher | September 19, 2022

After working at Syverson Strege, I will now be able to share my experience of seeing individuals utilize fee-only financial planning services to continue their learning, get financial advice, and help to ensure their priorities in life are met.

Jennifer Scheck Family
Back to School: A College Math Teacher's Perspective

by Jennifer Scheck, Associate Financial Planner | August 19, 2022

We modify our materials accordingly and are fortunate to have a wonderful collaborative environment among our planners and associate financial planners to seek wisdom, suggestions, and share experiences and strategies for the benefit of our clients. It is a privilege in both teaching and financial planning to be entrusted with the care of another. Both these environments are sacred spaces.

Wayne Johnson Horse
How Humility and Aging Go Hand in Hand: A Cowboy Looks at Sixty

by Wayne Johnson, MBA, CFP®, AEP®, CAP®, Financial Planner | August 19, 2022

As I approach the completion of my 60th trip around the sun, the topic of aging has become more prominent in my thoughts. We battle weight, wrinkles, gray hair, a receding hairline, diminished athletic ability . you name it. It seems that aging produces one humiliation after the other.

6 financial mistakes to avoid
6 Financial Mistakes You Don't Want to Make

by Ben Geiger, CFP®, Senior Associate Financial Planner | July 22, 2022

Unfortunately, small financial missteps early on can leave large lasting impacts to your finances years down the road. So, let's take a look at mistakes that you should avoid to help set up a strong financial foundation.

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Accounting for Patience: My Debit Balance with My Mom

by Lance Gunkel, CFP®, CFA, Managing Director | June 20, 2022

I learned to never underestimate a task and to begin early to allow for the inevitable bumps along the way. I also learned more about my mom that night. I try to emulate many of her traits in both my personal and professional life, and I often look back on my accounting project and the example she set for me.

Iowa farm
Why Owning a Farm Might Be a Good Investment

by Bill Haupts, Independent Contractor for AgSurion Risk Consulting | June 20, 2022

Have you ever thought you would like to be a farmer or operate a farm? Maybe you said no to that idea, but are curious if you should invest in a farm.

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An Interview with David Strege

by Julie Summa, Director of Marketing & Communications | May 16, 2022

An in-depth personal interview was conducted with Syverson Strege Cofounder David Strege. Learn about the most challenging and most rewarding moments in his Syverson Strege history along with other interesting things about his life.

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Market Update: May 4, 2022

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | May 4, 2022

As investors open their April statements, they might be disappointed to see another month of losses. Coping with market drops can be stressful, but long-term investors are typically rewarded by sticking with their investment plan.

25 year anniversary logo
How a 25-year Anniversary Celebrates Integrity and Servant Leadership

by Kara Knaack, Marketing & Communcations Coordinator | April 22, 2022

Nearly 80 families have been with Syverson Strege for the entire 25 years, and they currently serve over 500 valued clients. Now that's something to celebrate! Happy 25th anniversary to Syverson Strege!