Retirement Account Management for 401(k)s
A person’s 401(k) account is often one of their largest assets as they can defer a percentage of...
Jason Gunkel CFP® CFA CAP® Chief Investment Officer
Jason Gunkel, CFP®, CFA, CAP® has been with Syverson Strege since 2004 when he started as a college intern and worked his way into his current roles as Chief Investment Officer and Financial Planner. He spent a short time at Principal Global Investors before realizing that his passion is working directly with individuals and families to help them achieve their goals. He leads the Investment Committee where he helps design and monitor the firm’s investment strategies. Jason received a bachelor's degree in finance and accounting from Drake University and is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned the Chartered Financial Analyst (CFA®) designation. Jason has a special interest in charitable giving strategies and has completed the Chartered Advisor in Philanthropy (CAP®) program.
Syverson Strege’s Employee Sabbatical Benefit Provides Time to Rest and Refocus
This summer I was fortunate to take advantage of a new company benefit we are rolling out this year...
Exploring Savings Options for Cash Reserves
As inflation has climbed, the Federal Reserve has raised interest rates to try to slow down the...
Don’t Let Headlines Unsettle You: Investing is a Long Game
The NFL recently crowned another champion following their 47th Super Bowl and unfortunately my...
Market Update: May 4, 2022
As investors open their April statements, they might be disappointed to see another month of...
Special Ukraine Edition - Market Update: March 4, 2022
The global financial markets have reacted strongly to the actions by Russia to invade Ukraine and...
Market Update: February 2, 2022
It’s been a wild ride for investors so far in 2022. After a strong finish to 2021, the stock market...
What Investors Need to Know About Rising Inflation
What was President Ronald Reagan referring to when he said, "It is as violent as a mugger, as...
Market Update: November 5, 2021
Halloween is not the only scary thing that has occurred in the month of October. It has a bad...
Market Update: September 3, 2021
The positive momentum of the stock market continued in August with the S&P 500 Index up another 3%....
