Blog

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What You Need to Know About Planning for Long-term Care

by Mark Hanson, CLTC | September 13, 2021

Long-term care can be an emotional topic. It's not exactly something you want to talk about with your friends and family.

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Market Update: September 3, 2021

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | September 3, 2021

The positive momentum of the stock market continued in August with the S&P 500 Index up another 3%. That pushed the year-to-date return of the market to 21.5%.

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What Happens When a Client Dies?

by Syverson Strege Commentary | August 19, 2021

Death.it's something that no one wants, but everyone experiences, including our clients. The heartbreaking news is received. One of our clients has died.

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Market Update: August 6, 2021

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | August 6, 2021

The stock market, as represented by the S&P 500 Index, continued to climb in the month of July and reached new all-time highs. After a drop in the middle of the month caused by higher than expected inflation numbers, the market recovered to gain about 2.4%. The stock market is now up about 18% for the year.

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Child Tax Credit Advance...A Complicated Issue

by Matt Roberts, MFM, CFP®, CAP®, Planning Officer | August 4, 2021

If you have children under 18, you may have noticed a deposit from the IRS on July 15. This is the first of six-monthly installments of an advance you will receive that will total half the child tax credit amount. The other half will be paid when you file your 2021 taxes. This has turned into a complicated issue due to the income limits to qualify and the potential to be surprised at tax filing time since half of the credit would have already been received regardless of whether you end up qualifying based on 2021 income.

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3 Steps to Healthy Succession Planning and the Effects of Family Dysfunction

by Rena Striegel, President, Transition Point Business Advisors | June 28, 2021

Succession planning is often delayed or derailed due to dysfunction in the family. Rena Striegel, president of Transition Point Business Advisors offers three positive steps to healthy succession planning.

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From Paused Plans to New Adventures

by Lance Gunkel, CFP®, CFA, Managing Director | June 28, 2021

The motto for this summer's Olympics is "Discover Tomorrow," which seems appropriate as we look to move on from the trials of the pandemic according to Lance Gunkel, Managing Director at Syverson Strege. Since so much was put on pause for the last year, he says this year we should take advantage of the opportunity to take on new adventure

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How Can the Workday of an AFP Be Similar to Daniel Tiger's Neighborhood?

by Jerin Young, CFP®, Associate Financial Planner | June 28, 2021

How can anyone's workday be similar to Daniel Tiger'sNeighborhood? Learn about the day in the life of an associate financial planner and what Associate Financial Planner Jerin's "opening song" is for her day.

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What Goes On Behind the Scenes?

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | June 16, 2021

Chief Investment Officer Jason Gunkel gives a detailed explanation of the behind-the-scenes processes involved in developing and maintaining our clients' investment portfolios. Read his article to find out the role and responsibilities of our Investment Committee along with a description of our market dashboard.

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Market Update: June 4, 2021

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | June 4, 2021

Chief Investment Officer Jason Gunkel outlines three possible reasons why the U.S. is unlikely to revisit a long period of high inflation in today's monthly market update blog article. Jason also compares the inflation of the 1970s to today along with an explanation of why he thinks inflation is unlikely to be the reason the current market rally stops.