Blog (17)

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, CERTCFC, CKA®, Co-Founder & Board Member | April 19, 2018

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

by David Strege, CERTCFC, CKA®, Co-Founder & Board Member | 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...

Planning for Your Future

by Syverson Strege Commentary | July 10, 2017

As you prepare for retirement, there can be several sources of income to provide for your needs....

We All Need a Fiduciary

by Syverson Strege Commentary | May 22, 2017

Background & Status A fiduciary is an individual that is to act in a client’s best interest and put...

by David Strege, CERTCFC, CKA®, Co-Founder & Board Member | February 13, 2017

After working with your Financial Planner to determine when to apply for Social Security benefits,...

My Money Is Broken!

by Lance Gunkel CFP® CFA Managing Director | January 19, 2017

Imagine waking up one day to find that most of your money is about to become worthless. This past...

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