Brexit commentary

June 24, 2016

This morning we awoke to the news that Britain voted to depart the European Union. This is an important change that will alter economies worldwide and for which there is very little precedent (Greenland departed in 1982).

Syverson Strege and Company | Sherpa Investment Managem
Why So Many Americans Have No Savings

June 18, 2016

This link shares the results from a recent survey that 47% of Americans don't have immediate access to $400 without borrowing or selling something. This study then dug deeper and found 40% can't raise $2,000 within 30 days. This PBS interview discusses the author's challenges with maintaining a cash reserve.

Syverson Strege and Company | Sherpa Investment Managem
Student Loan Debt Relief

June 3, 2016

Student loan debt in the United States has now ballooned to $1.2 trillion, second only to mortgage debt. Most of that debt was issued by the federal government.

Embrace Aging
Embrace Aging - May 24th at 7 PM at Drake

May 17, 2016

ECONOMIC SECURITY Presented by Calvin Community and The Comparison Project at Drake University, Olmsted Center, Sussman Theater

SAA Statement
National Check Your Statement Day

May 13, 2016

April 7th was Check your Social Security Statement Day. One year reported incorrectly on your Social Security will impact your benefits. Every year you need to verify that your records are correct.

Syverson Strege and Company | Sherpa Investment Managem
Trends in Global Energy

May 11, 2016

It was another great day at the CFA Annual Conference here in Montreal. One of the highlights was listening to Amy Myers Jaffe, a lecturer at UC Davis and leading energy consultant, present the Trends in Global Energy Markets.

A fresh bottle of maple syrup is a sure sign you're in
Where is the investment world headed?

May 10, 2016

Bon jour! Greetings from Montreal, where Jason and I are attending the 69th CFA Annual Conference, the gathering of investment analysts around the globe. #CFAInvest

Notre Dame Basilica of Montreal
Will China Recover?

May 10, 2016

Volatility and Trouble in China

The singing artist - Prince
Prince's Estate Tax could make Doves Cry

April 29, 2016

Last week we learned that the late pop icon Prince may have died without a will. This means that settling his estate could get very messy and it almost certainly means paying a lot of estate taxes.