Blog
We’re Having a Baby! Now What? Creating a Financial Foundation for Your Children or GrandchildrenBuilding Wealth: When is the Right Time to Start Saving and Investing? Cash Flow Management: Spending, Saving, Sharing in 5 StepsCommon Financial Mistakes and How to Avoid ThemFinancial Literacy is at the Heart of Who We AreMoney Can Buy Happiness (If Done Right)What Do Our Designations Mean? What is the Syverson Strege Experience?Don’t Let Headlines Unsettle You: Investing is a Long GameHow to Make the Most of 529 College Savings Plans and Health Savings AccountsAn Interview with Lance GunkelWho will inherit the largest generational transfer of wealth in U.S. history?How 3 Syverson Strege Experiences Made a Difference in My LifeSECURE 2.0 Act Provisions and How They May Affect Your Retirement PlansWhy I Find Joy in Receiving a Great Holiday Letter10 Important Tax Planning Deadlines You May Need to Know AboutA Give-Back Mindset: How Nonprofits and Humanity Benefit5 Outstanding Gifts a Grandparent Can GiveWhy You Need a Will Whether You Live or DieWhy "The Pit" is Important to Our ClientsCheck All the Boxes When Saving for CollegeOut of My Comfort Zone: A Summer OpportunityBack to School: A College Math Teacher's PerspectiveHow Humility and Aging Go Hand in Hand: A Cowboy Looks at Sixty6 Financial Mistakes You Don't Want to MakeAccounting for Patience: My Debit Balance with My MomWhy Owning a Farm Might Be a Good InvestmentAn Interview with David StregeMarket Update: May 4, 2022How a 25-year Anniversary Celebrates Integrity and Servant LeadershipWill the Social Security Can Get Stomped?Sell or Hold? The Dilemma with my 1986 Michael Jordan Rookie CardWhy Most Farmers Need a Financial PlannerSpecial Ukraine Edition - Market Update: March 4, 2022What Joe Namath Knows About MedicareHow to Be the Engineer of Your Own Financial TrainMarket Update: February 2, 2022How Stepping Out of Your Comfort Zone Can Lead to "Yes" Moments: An Intern's PerspectiveWe Only Have One Choice: Pray and Keep Pushing ForwardHow Perley, MN Provides a Lesson on Firm FoundationsHow to Successfully Set Goals and Measure Your StepsHow the 2022 Social Security Increase May Benefit 69 Million AmericansBlending Technology and Business to Do Good in the WorldWhat You Need to Know About Business Cybersecurity10 Ways to Protect Yourself from Cybersecurity AttacksYear-end Tax Planning: 7 Important December DeadlinesWhat Investors Need to Know About Rising InflationMarket Update: November 5, 2021Bitcoin, Ethereum, & Dogecoin - Making Sense of CryptocurrencyThe Millionaire Next Door: A Gift That Changed My LifeWhy Little Details Matter in Football and in Financial PlanningWhat You Need to Know About Planning for Long-term CareMarket Update: September 3, 2021What Happens When a Client Dies?Market Update: August 6, 2021Child Tax Credit Advance...A Complicated Issue3 Steps to Healthy Succession Planning and the Effects of Family DysfunctionFrom Paused Plans to New AdventuresHow Can the Workday of an AFP Be Similar to Daniel Tiger's Neighborhood?What Goes On Behind the Scenes?Market Update: June 4, 20214 Types of Grandparents and Which One Leads to Maximum InfluenceMarket Update: May 7, 2021Golf With My Brother and Missed Tee Shots: Lessons in LifeAn Interview With Johnne Syverson5 Things the NCAA Tournament and Financial Planning Have in CommonWhat You Need to Know About the American Rescue Plan Act of 20215 Ways Syverson Strege Celebrated Random Acts of Kindness DayMarket Update: March 5, 2021Market Update: February 5, 20213 Ways to Reduce Password AnxietyBaseball Card Collecting: Lessons for Life2020: An Employee's PerspectiveWhen We Will be Clear From COVID-19 Is Not ClearMarket Update: January 8, 2021A 2020 Message from LeadershipWhat You Need to Know About the Latest COVID Relief/Stimulus Bill What You May Need to Know for Year-end Tax PlanningMarket Update: December 4, 20204 December Deadline Dates You May Need to Know AboutCoronavirus Update: November 6, 2020It Happened AgainHow a Fresh Start Can Happen Before the New YearHow the Presidential Election Might Affect Your PortfolioCoronavirus Update: October 2, 2020Coronavirus Update: September 18, 2020What Do David Strege and Financial Literacy Have in Common? Coronavirus Update: September 4, 2020Coronavirus Update: August 21, 2020Variable Annuities PSACoronavirus Update: August 7, 20206 Reasons Why Intelligent People Might Not Have a Financial AdvisorCoronavirus Update: July 24, 2020How Johnne Syverson Was Involved in Making HistoryWhat Day Is It?Coronavirus Update: July 2, 2020Why It's Time to Set the Reset Button: Planning Beyond the PandemicCoronavirus Update: June 12, 2020Coronavirus Update: May 29, 2020Why Credentials and Education Really MatterCoronavirus Update: May 15, 2020How Working From Home Refines UsWhy It's Time to Revive A Dusty PlanCoronavirus Update: May 1, 2020Why Planning for Long-term Care is More Important than EverCoronavirus Update: April 17, 2020What the Toilet Paper Shortage Reveals About Some AmericansPlanning for Purpose: A Young Father's PerspectiveCoronavirus Update: April 3, 2020What You Need to Know About the CARES ActHow Syverson Strege Celebrated Random Acts of Kindness DayCoronavirus Update: March 27, 2020Importance of Emergency SavingsCoronavirus Update: March 20, 2020Coronavirus Update: Friday, March 135 Reasons Why You Should Hire a Professional Tax PreparerCoronavirus: A Week in ReviewCoronavirus: Economic Impact and Historical ContextHow the SECURE Act May Affect Your IRATax Season is ComingGood Debt and Bad Debt: Borrowers Are Better Off When They Know the DifferenceWhat Made 2019 A Memorable Year?Holiday Traditions... Connecting the GenerationsGotta Love Being Paid to Go to the State FairWhere Your Passion Meets Your Financial PlanHow Jamie Pollard Inspired My Family Can Your Grandma Be Right About the Stock Market?How the Giving Club Raised $26,555... and CountingHow a 3rd-Grade Lesson Transformed My LifeThe Science of HappinessWhy Syverson Strege is Here to Stay3 Ways to Pass Values on To Your FamilyInvestment Updates From London: Get Insights From the 72nd CFA Institute Annual ConferenceWhen Clarity and Strategy Lead to Enriched and Empowered Lives2019 Quarter 1 Updates in the Investment MarketThe Mountain Journey of Investment WithdrawalsPurpose and Passion: Faith. Family. Farm.Are You Affected by the New Tax Laws?The Flat-Out TruthParenting the Parent Series: Financing Long-Term Senior CareParenting the Parent Series: Senior Housing 101Charitable IRA Rollover: Designated Funds or Donor Advised Funds? Finding Clarity During These Volatile Financial TimesParenting the Parent Series: Aging Parents and Money ManagementParenting the Parent Series: Managing Lifestyle and Financial ConcernsMarket TurbulencePooled Income Funds Offer Unique Options to Donors and CharitiesYear-In-ReviewIs a Charitable Remainder Trust Right for You?Test Your Financial SavvyDow 22,000: How We Got Here & What's NextPlanning for Your FutureWe All Need a FiduciaryManaging the Tax from Your InvestmentsSelecting a Trusted Financial Advisor Check All the Boxes When Saving for CollegeThe Future of GlobalizationSkip the Trip! Apply for Social Security Benefits Online!My Money Is Broken!Your Investment ResolutionEarly Warning Signs of Impaired Financial Skills (NEFE)The Connection Between Markets & Politics in 2017United Way loses the top spot as America's largest charity Smoothing Out the Volatile TimesThe Election and Your MoneyLiving an Impactful LifeStop Worrying!Protecting Your Social Security Number from Identity TheftThe Planning Paradox of Social SecurityGovernment Rules Traps Disabled in PovertyEducation About Life TransitionsBe Ready for this Journey and the Next - an article from Social SecurityHow to determine SPAM mailBrexit commentaryWhy So Many Americans Have No SavingsWorld Elder Abuse Awareness DayStudent Loan Debt ReliefEmbrace Aging - May 24th at 7 PM at DrakeNational Check Your Statement DayTrends in Global EnergyWhere is the investment world headed?Will China Recover? Volatility and Trouble in ChinaPrince's Estate Tax could make Doves CryNew Rules for Financial AdvisersThe Panama Papers: What You Need to KnowImproving Your Online SecurityFear of Financial AdvisorsCan A Bad Stock Market Make You Sick?Beware of the 2015 IRA Contribution LimitsSherpa Investment View - Quarter Review Now AvailablePowerball: How to Manage Sudden WindfallBlog: David Bowie: The Man Who Sold the World Bonds!Lunch & Presentation by John Mickelson: Types of Buyers and Buyer CharacteristicsThe Go-Giver: A Little Story About a Powerful Business IdeaEvent Series: Embrace Aging: A dialogue on healthy aging in Iowa2015 Star 102.5 Combat Hunger CampaignCharles Schwab's Annual "Impact" Investment Conference: Blog 1Charles Schwab's Annual "Impact" Investment Conference: Blog 2Charles Schwab's Annual "Impact" Investment Conference: Blog 3Sherpa Investment Management Blog: Achieving Work-Life BalanceSherpa Investment Management Blog: High Yield Bonds back to appropriate valuesThe Link between the Fed and Y2KHope Ministries Utilizes Cubicle Donation9/11 RemembranceTrading, Monitoring, and Rebalancing Client Portfolios at SherpaSherpa Blog by Ethan Gascho: Pros and Cons of Taxable vs. Corporate BondsMaintaining Retirement ResourcesOur very own James Mantosh earns CFA designationOur very own Walt Mozdzer in The Ag Progress Dispatch Making a Difference, Turning Taxes into GiftsCFA Institute Annual Conference: Day 3CFA Institute Annual Conference: Final DayCFA Institute Annual Conference: Day 1: Part IICFA Institute Annual Conference: Day 2CFA Institute Annual Conference: Day 1The Problem with Target Date FundsSherpa Blog by Lance Gunkel: March Madness & the $837,000 Office PoolSherpa Blog by Lance Gunkel: The Growth of the Future2014 Bow Tie Ball Raised $16,000 for Variety!Sherpa Blog by Lance Gunkel: When Interest Rates RiseA Retirement Savings Shortfall of $4+ TrillionIt's Showtime with Magic!Peter Diamondis and Living in an Age of AbundanceOn Hold with the IRSBeware of Risk CreepBreakfast with Leon Panetta: Defending the US and Challenges AheadThe New "Rising Rate" ETFsShare Your Good FortuneNBA Commissioner Transitions Next MonthSherpa Blog: Mining for BitcoinMoney MaestrosA Win-Win RetirementGet Dad a Second Career Organization ManThe Beauty of AverageA 2010 Resolution: A Corporate Sales Strategy Benefits EveryoneTake This Dream and Crunch ItDave Strege on the Real Mission of CFP Board, Misperceptions, and FactsCFP Board Statement on Treasury Blueprint for a Modernized Financial Regulatory StructureWhat You Really Want From Your Money Don't Even Think of Ducking The IRSAs Accounts Pile Up, Less Becomes More