Blog (13)

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

The NCAA Men’s Basketball Tournament rolls around each year, the culmination of an entire season of...

by Syverson Strege Commentary | February 1, 2021

What could happen if you lost one of your passwords? Ask Stefan Thomas. Mr. Thomas may lose $220...

by Lance Gunkel CFP® CFA Managing Director | January 20, 2021

While growing up, I was an enthusiastic collector of baseball cards.My brother and I were part of...

by David Strege CFP® CFA CKA® Senior Financial Planner | January 10, 2021

We feel that each of our clients has made it through 2020 with very few financial issues. One of...

by Syverson Strege Commentary | December 29, 2020

2020…a year like no other. It has been a year of unknowns, uncertainty, disbelief,...

by Ann Menke CPA Menke & Company Certified Public Accountants | December 13, 2020

Hello Folks! While COVID-19 has many aspects of our lives on hold, the tax beat goes on. Planning...

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | November 23, 2020

As we near the end of the year, financial planners across the country are helping to remind their...

It Happened Again

by Adam Steen Director of Business Development | October 20, 2020

It happened again, just like it always does. My wife, Kasey, my young boys, Ryker and Maverick, and...

by Lance Gunkel CFP® CFA Managing Director | October 15, 2020

This August, my boys joined other kids across the country in returning to school. This year is not...

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | October 14, 2020

You may be surprised at what history tells us about stock market activity during past presidential...

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