Blog

Syverson Strege and Company | Sherpa Investment Managem
New Rules for Financial Advisers

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | April 11, 2016

Last week, the Department of Labor released its long-anticipated final rule that will extend the fiduciary duty to all financial advisers that provide investment advice on retirement plans and Individual Retirement Accounts (IRA's).

Syverson Strege and Company | Sherpa Investment Managem
The Panama Papers: What You Need to Know

by Lance Gunkel, CFP®, CFA, Managing Director | April 8, 2016

This week began with a reveal of the largest information leak in history. Documents and emails from Mossack Fonseca, a Panamanian law firm, were uncovered and for the past year hundreds of journalists worldwide discreetly analyzed their contents.

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Improving Your Online Security

by Syverson Strege Commentary | March 18, 2016

Every day I get suspicious emails entreating me to click on hyperlinks to learn about the latest Caribbean vacation sites, or to settle a bill from a vendor in the UK, or other unsavory reasons.

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Fear of Financial Advisors

by Syverson Strege Commentary | February 24, 2016

We've all heard the poll results that the fear of public speaking often outranks many common fears, including the fear of death. But what if I told you that many people have a fear of financial advisors?

Syverson Strege and Company | Sherpa Investment Managem
Can A Bad Stock Market Make You Sick?

by Lance Gunkel, CFP®, CFA, Managing Director | February 10, 2016

When the stock market falls, how do you feel: anxious, nervous, worried?

Syverson Strege and Company | Sherpa Investment Managem
Beware of the 2015 IRA Contribution Limits

by Syverson Strege Commentary | January 28, 2016

As we once again enter the season of tax filing, some people may be thinking of making an IRA contribution to reduce their 2015 tax liability. Great idea! But beware of the 2015 IRA contribution limits ($5,500, or $6,500 if age 50 or older) as well as the 2015 IRA deduction limits.

Syverson Strege and Company | Sherpa Investment Managem
Sherpa Investment View - Quarter Review Now Available

by Syverson Strege Commentary | January 25, 2016

Sherpa Investment View - January 2016 Quarter Review Now Available

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Powerball: How to Manage Sudden Windfall

by David Strege, CFP®, CFA, CKA®, Senior Financial Planner | January 16, 2016

The Powerball of over $1.6 Billion finally was won on three separate tickets in different states. Education is needed for these winners as most financial fantasies do not include the complexities that will come from this much sudden wealth.

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Blog: David Bowie: The Man Who Sold the World Bonds!

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | January 15, 2016

While reading about legendary musician David Bowie, who died from cancer at age 69 last week, I was surprised to learn that in addition to music he also had a huge influence on Wall Street.

John Mickelson
Lunch & Presentation by John Mickelson: Types of Buyers and Buyer Characteristics

by Syverson Strege Commentary | January 8, 2016

Types of Buyers & Buyer Characteristics - John Mickelson will discuss the potential types of buyers for your business and what most buyers will look for when contemplating an acquisition.