Blog (16)

by Wayne Johnson MBA CFP® AEP® CAP® Senior Financial Planner | May 7, 2019

Syverson Strege is intentional about understanding our clients’ values and what really matters to...

by Lance Gunkel CFP® CFA Managing Director | March 27, 2019

Living a life driven by your passions is easier said than done. As a youngster I can recall rolling...

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | March 21, 2019

With tax season upon us, we are starting to see the impact of the new tax law. For many,...

by David Strege CFP® CFA CKA® Senior Financial Planner | May 21, 2018

Senior Housing 101 There was a time when older Americans lived with a certain dread that they might...

by Syverson Strege Commentary | May 8, 2018

The Community Foundation of Greater Des Moines has a new way to leave a legacy and a Lifeprint....

by David Strege CFP® CFA CKA® Senior Financial Planner | April 19, 2018

Many find it challenging to successfully manage their own financial matters, whether it is paying...

by David Strege CFP® CFA CKA® Senior Financial Planner | April 6, 2018

There was a time in our culture when multiple generations routinely lived under the same roof and...

Market Turbulence

by Lance Gunkel CFP® CFA Managing Director | February 8, 2018

The US stock market has seen turbulence last week and continues this week. Per Yahoo Finance, the...

by Syverson Strege Commentary | February 6, 2018

This time of year many of us are collecting thank you letters from our favorite charities after...

by Syverson Strege Commentary | December 14, 2017

This time of year, many of us are taking advantage of the most common form of charitable giving and...

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