• Charles Schwab's Annual "Impact" Investment Conference: Blog 3

    by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | November 13, 2015

    Syverson Strege and Company | Sherpa Investment Managem

    For a finance nerd like myself, it doesn’t get much better than listening to two investment icons debate about the best way to invest 
    money. I got the chance to do just that yesterday between the “old school” Yale professor Roger Ibbotson and the “new school” 
    researcher Robert Arnott. The title of the debate “Can Markets be Timed?” did not actually stir much arguing. Both agreed that it is 
    impossible to time the markets by knowing when to buy and sell at the exact right times. They also agreed that investors should avoid 
    the most “popular” stocks in the media because they are often too expensive.

    However, while Ibbotson prefers a more “static” buy and hold approach to owning investments, Arnott disagrees. He argued that it is 
    possible to know when markets as a whole are cheap or expensive. He said that while the timing will never be perfect, investors can win 
    in the long run by gradually selling when markets are expensive and gradually buying more when markets are cheap.

    We tend to agree with Arnott and prefer a more “dynamic” approach that pays attention to how expensive the markets are. After all, the 
    simple truth is that buying low and selling high is the key to successful investing!

    – Jason

    Jason with Founder of Research Affiliates, LLC, Robert Arnott.


                                                Jason took James to his first professional basketball game to cheer on the Boston Celtics!

    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.

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