Blog

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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.

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4 Types of Grandparents and Which One Leads to Maximum Influence

by Larry Fowler, Founder of the Legacy Coalition | May 22, 2021

Larry Fowler, founder of the Legacy Coalition, wrote a guest blog article for Syverson Strege on intentional grandparenting. Larry describes 4 types of grandparents, what intentional grandparenting looks like, and which type of grandparent can have the maximum influence.

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Market Update: May 7, 2021

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

Chief Investment Officer Jason Gunkel shares his insights economy recovery, global growth, and market recovery. You will also learn about the "V" shaped economy recovery and Return to Normal Index.

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Golf With My Brother and Missed Tee Shots: Lessons in Life

by Lance Gunkel, CFP®, CFA, Managing Director | April 6, 2021

What life lessons did Lance Gunkel learn when he whiffed the golf ball off the tee three times in a youth tournament? Find out in this blog article.

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An Interview With Johnne Syverson

by Julie Summa, Director of Marketing & Communications | March 31, 2021

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

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5 Things the NCAA Tournament and Financial Planning Have in Common

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | March 14, 2021

Sports enthusiast Jason Gunkel, Chief Investment Officer at Syverson Strege, outlines 5 similarities between the NCAA Men's Basketball and financial planning in his most recent blog article. Unpredictability, emotion, dedication, strategy, and staying the course are all described from both a basketball and financial planning standpoint.