It Truly Is Better to Give Than to Receive
My Sabbatical Journey: Adventure & Connection
Parenting, Allowances and Life Lessons
Estate Planning 101: The Documents You Need and Why
Congress Passed a Law That Is Being Delayed
Small Savers to Money Masters: Navigating the Path to Childhood Financial Literacy
The Core Values of Values Based Holding Corporation
Syverson Strege’s Employee Sabbatical Benefit Provides Time to Rest and Refocus
Required Minimum Distributions: What Are They and How Do They Work?
5 Ways to Celebrate National Financial Awareness Day
What is Values-Based Financial Planning and How is it Implemented at Syverson Strege?
Test-Driving Investment Vehicles – Non-Qualified Accounts, Traditional IRAs, Roth IRAs, and Employer Sponsored 401(k) Plans
Dos and Don’ts of Retirement Planning
Exploring Savings Options for Cash Reserves
We’re Having a Baby! Now What? Creating a Financial Foundation for Your Children or Grandchildren
Building Wealth: When is the Right Time to Start Saving and Investing?
Cash Flow Management: Spending, Saving, Sharing in 5 Steps
Common Financial Mistakes and How to Avoid Them
Financial Literacy is at the Heart of Who We Are
Money 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 Game
How to Make the Most of 529 College Savings Plans and Health Savings Accounts
An Interview with Lance Gunkel
Who will inherit the largest generational transfer of wealth in U.S. history?
How 3 Syverson Strege Experiences Made a Difference in My Life
SECURE 2.0 Act Provisions and How They May Affect Your Retirement Plans
Why I Find Joy in Receiving a Great Holiday Letter
10 Important Tax Planning Deadlines You May Need to Know About
A Give-Back Mindset: How Nonprofits and Humanity Benefit
5 Outstanding Gifts a Grandparent Can Give
Why You Need a Will Whether You Live or Die
Why "The Pit" is Important to Our Clients
Check All the Boxes When Saving for College
Out of My Comfort Zone: A Summer Opportunity
Back to School: A College Math Teacher's Perspective
How Humility and Aging Go Hand in Hand: A Cowboy Looks at Sixty
6 Financial Mistakes You Don't Want to Make
Accounting for Patience: My Debit Balance with My Mom
Why Owning a Farm Might Be a Good Investment
An Interview with David Strege
Market Update: May 4, 2022
How a 25-year Anniversary Celebrates Integrity and Servant Leadership
Will the Social Security Can Get Stomped?
Sell or Hold? The Dilemma with my 1986 Michael Jordan Rookie Card
Why Most Farmers Need a Financial Planner
Special Ukraine Edition - Market Update: March 4, 2022
What Joe Namath Knows About Medicare
How to Be the Engineer of Your Own Financial Train
Market Update: February 2, 2022
How Stepping Out of Your Comfort Zone Can Lead to "Yes" Moments: An Intern's Perspective
We Only Have One Choice: Pray and Keep Pushing Forward
How Perley, MN Provides a Lesson on Firm Foundations
How to Successfully Set Goals and Measure Your Steps
How the 2022 Social Security Increase May Benefit 69 Million Americans
Blending Technology and Business to Do Good in the World
What You Need to Know About Business Cybersecurity
10 Ways to Protect Yourself from Cybersecurity Attacks
Year-end Tax Planning: 7 Important December Deadlines
What Investors Need to Know About Rising Inflation
Market Update: November 5, 2021
Bitcoin, Ethereum, & Dogecoin - Making Sense of Cryptocurrency
The Millionaire Next Door: A Gift That Changed My Life
Why Little Details Matter in Football and in Financial Planning
What You Need to Know About Planning for Long-term Care
Market Update: September 3, 2021
What Happens When a Client Dies?
Market Update: August 6, 2021
Child Tax Credit Advance...A Complicated Issue
3 Steps to Healthy Succession Planning and the Effects of Family Dysfunction
From Paused Plans to New Adventures
How Can the Workday of an AFP Be Similar to Daniel Tiger's Neighborhood?
What Goes On Behind the Scenes?
Market Update: June 4, 2021
4 Types of Grandparents and Which One Leads to Maximum Influence
Market Update: May 7, 2021
Golf With My Brother and Missed Tee Shots: Lessons in Life
An Interview With Johnne Syverson
5 Things the NCAA Tournament and Financial Planning Have in Common
What You Need to Know About the American Rescue Plan Act of 2021
5 Ways Syverson Strege Celebrated Random Acts of Kindness Day
Market Update: March 5, 2021
Market Update: February 5, 2021
3 Ways to Reduce Password Anxiety
Baseball Card Collecting: Lessons for Life
2020: An Employee's Perspective
When We Will be Clear From COVID-19?
Market Update: January 8, 2021
A 2020 Message from Leadership
What You Need to Know About the Latest COVID Relief/Stimulus Bill
What You May Need to Know for Year-end Tax Planning
Market Update: December 4, 2020
4 December Deadline Dates You May Need to Know About
Coronavirus Update: November 6, 2020
It Happened Again
How a Fresh Start Can Happen Before the New Year
How the Presidential Election Might Affect Your Portfolio
Coronavirus Update: October 2, 2020
Coronavirus Update: September 18, 2020
What Do David Strege and Financial Literacy Have in Common?
Coronavirus Update: September 4, 2020
Coronavirus Update: August 21, 2020
Variable Annuities PSA
Coronavirus Update: August 7, 2020
6 Reasons Why Intelligent People Might Not Have a Financial Advisor
Coronavirus Update: July 24, 2020
How Johnne Syverson Was Involved in Making History
What Day Is It?
Coronavirus Update: July 2, 2020
Why It's Time to Set the Reset Button: Planning Beyond the Pandemic
Coronavirus Update: June 12, 2020
Coronavirus Update: May 29, 2020
Why Credentials and Education Really Matter
Coronavirus Update: May 15, 2020
How Working From Home Refines Us
Why It's Time to Revive A Dusty Plan
Coronavirus Update: May 1, 2020
Why Planning for Long-term Care is More Important than Ever
Coronavirus Update: April 17, 2020
What the Toilet Paper Shortage Reveals About Some Americans
Planning for Purpose: A Young Father's Perspective
Coronavirus Update: April 3, 2020
What You Need to Know About the CARES Act
How Syverson Strege Celebrated Random Acts of Kindness Day
Coronavirus Update: March 27, 2020
Importance of Emergency Savings
Coronavirus Update: March 20, 2020
Coronavirus Update: Friday, March 13
5 Reasons Why You Should Hire a Professional Tax Preparer
Coronavirus: A Week in Review
Coronavirus: Economic Impact and Historical Context
How the SECURE Act May Affect Your IRA
Tax Season is Coming
Good Debt and Bad Debt: Borrowers Are Better Off When They Know the Difference
What Made 2019 A Memorable Year?
Holiday Traditions... Connecting the Generations
Gotta Love Being Paid to Go to the State Fair
Where Your Passion Meets Your Financial Plan
How Jamie Pollard Inspired My Family
Can Your Grandma Be Right About the Stock Market?
How the Giving Club Raised $26,555... and Counting
How a 3rd-Grade Lesson Transformed My Life
The Science of Happiness
Why Syverson Strege is Here to Stay
3 Ways to Pass Values on To Your Family
Investment Updates From London: Get Insights From the 72nd CFA Institute Annual Conference
When Clarity and Strategy Lead to Enriched and Empowered Lives
2019 Quarter 1 Updates in the Investment Market
The Mountain Journey of Investment Withdrawals
Purpose and Passion: Faith. Family. Farm.
Are You Affected by the New Tax Laws?
The Flat-Out Truth
Parenting the Parent Series: Financing Long-Term Senior Care
Parenting the Parent Series: Senior Housing 101
Charitable IRA Rollover: Designated Funds or Donor Advised Funds?
Parenting the Parent Series: Aging Parents and Money Management
Parenting the Parent Series: Managing Lifestyle and Financial Concerns
Market Turbulence
Pooled Income Funds Offer Unique Options to Donors and Charities
Is a Charitable Remainder Trust Right for You?
Dow 22,000: How We Got Here & What's Next
We All Need a Fiduciary
Managing the Tax from Your Investments
Selecting a Trusted Financial Advisor
Check All the Boxes When Saving for College
The Future of Globalization
My Money Is Broken!
Your Investment Resolution
The Connection Between Markets & Politics in 2017
United Way loses the top spot as America's largest charity
Smoothing Out the Volatile Times
Stop Worrying!
Protecting Your Social Security Number from Identity Theft
How to determine SPAM mail
Brexit commentary
Trends in Global Energy
Where is the investment world headed?
Will China Recover? Volatility and Trouble in China
Prince's Estate Tax could make Doves Cry
New Rules for Financial Advisers
The Panama Papers: What You Need to Know
Beware of the 2015 IRA Contribution Limits
Sherpa Investment View - Quarter Review Now Available
Blog: David Bowie: The Man Who Sold the World Bonds!
The Go-Giver: A Little Story About a Powerful Business Idea
Charles Schwab's Annual "Impact" Investment Conference: Blog 1
Charles Schwab's Annual "Impact" Investment Conference: Blog 2
Charles Schwab's Annual "Impact" Investment Conference: Blog 3
Sherpa Investment Management Blog: Achieving Work-Life Balance
Sherpa Investment Management Blog: High Yield Bonds back to appropriate values
The Link between the Fed and Y2K
Maintaining Retirement Resources
CFA Institute Annual Conference: Day 3
CFA Institute Annual Conference: Final Day
CFA Institute Annual Conference: Day 1: Part II
CFA Institute Annual Conference: Day 2
CFA Institute Annual Conference: Day 1
The Problem with Target Date Funds
Sherpa Blog by Lance Gunkel: March Madness & the $837,000 Office Pool
Sherpa Blog by Lance Gunkel: The Growth of the Future
Sherpa Blog by Lance Gunkel: When Interest Rates Rise
It's Showtime with Magic!
Peter Diamondis and Living in an Age of Abundance
On Hold with the IRS
Breakfast with Leon Panetta: Defending the US and Challenges Ahead
Sherpa Blog: Mining for Bitcoin
The Beauty of Average