• The Beauty of Average

    by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | July 1, 2011

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    Financial Firms have been in a race to improve the humble index fund.  But are they ruining it in the process?

    The product in this case is none other than the humble index fund – an unabashedly simple, proudly inexpensive, trade-minimizing vehicle for owning an entire market’s worth of stocks. 

    Read this interesting article and insights from Jason Gunkel, a financial advisor at Syverson Strege & Co., in West Des Moines, Iowa.  The firm manages over $300 million and has been shifting clients’ money from traditional index funds to those prescreened for strong cash flows, sales and the like.

    “When markets get overvalued the fundamental indexes are more resilient to market drops, it seems,” says Jason Gunkel.

    Read the full PDF Article from Smart Money Magazine.

    – Jason Gunkel, CFA, CFP®, CAP®

    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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