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CFA Institute Annual Conference: Final Day

April 29, 2015

The concluding speakers presented today at the CFA Annual Conference in Frankfurt. The sessions were fruitful and provided much food for thought. I'm excited to bring these perspectives to our investment team, many of which are already present and implemented in our client portfolios.

Syverson Strege and Company | Sherpa Investment Managem
CFA Institute Annual Conference: Day 1: Part II

April 28, 2015

It was an enjoyable and informative first day at the CFA Annual Conference here in Frankfurt, Germany. It got off to a good start when our cab driver played "New York, New York" by Frank Sinatra in honor of us. We told him that we were from Iowa and he asked if we were cowboys or American football players. We had to disappoint him by saying we were financial advisors and mediocre soccer (I mean futbol) players but he was happy to learn that John Wayne was born in Iowa.

Syverson Strege and Company | Sherpa Investment Managem
CFA Institute Annual Conference: Day 2

April 28, 2015

Today in Frankfurt is overcast and rainy, which is a bit symbolic of the current economic environment in the European Union. The EU is plagued with slow/no economic growth, troubling unemployment, and generally weakened government balance sheets.

Syverson Strege and Company | Sherpa Investment Managem
CFA Institute Annual Conference: Day 1

April 27, 2015

This year's CFA Annual Conference, a gathering of leading investment professionals, is meeting in Frankfurt, Germany. Jason and I are in attendance representing Sherpa Investment Management and look forward to hearing about current investment trends and research.

Syverson Strege and Company | Sherpa Investment Managem
Syverson Strege & Company Blog By David Strege: The Problem with Target Date Funds

April 8, 2015

Many times we see people that have selected a Target Date Fund (TDF) for their retirement plan figuring this is a good diversified choice. At the Financial Advisor Retirement Symposium, Rob Arnott explained the problems with Target Date Funds. We agree with his assessment and recommend that these investments not be used.

Syverson Strege and Company | Sherpa Investment Managem
Sherpa Blog by Lance Gunkel: March Madness & the $837,000 Office Pool

March 17, 2015

It's time for March Madness to begin, which means millions of workers will bring their employers' internet to a crawl as they live stream the NCAA basketball games.

Syverson Strege and Company | Sherpa Investment Managem
Sherpa Blog by Lance Gunkel: The Growth of the Future

March 10, 2015

One of the things I'm most excited about in the future are the new possibilities coming from technological and medical advances. In fact, new and better technologies will likely be the catalyst for advances in medicine.

Sherpa Check Presentation
2014 Bow Tie Ball Raised $16,000 for Variety!

March 5, 2015

Check out pictures from the 2015 Variety Telethon this past weekend!

Syverson Strege and Company | Sherpa Investment Managem
Sherpa Blog by Lance Gunkel: When Interest Rates Rise

March 5, 2015

I'm bringing you two charts-of-the-day displaying interest rates over time. As you can see, Treasury and corporate bond rates are at historic lows and well below average levels.

Syverson Strege and Company | Sherpa Investment Managem
A Retirement Savings Shortfall of $4+ Trillion

February 20, 2015

A new report by the Employee Benefit Research Institute says that Americans have a retirement savings shortfall in excess of $4 trillion. Yikes! The shortfall for late bloomers is greatest for single females ($65,000/household) and least for married households ($19,500).