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).

Lance and Magic Johnson at the TD Ameritrade 2015 Natio
It's Showtime with Magic!

February 2, 2015

Celtics vs. Lakers. Bird vs. Magic. These were big rivalries in the 80's. As a boy I knew nothing of the Cold War going on at the time, but I surely knew the date of the next showdown between these two teams. Growing up I was a huge Larry Bird and Boston Celtics fan - some may even say an obsessive. My third grade teacher had to pull me aside to tell me that I could no longer incorporate the Celtics into my creative writing stories, I had to find another muse.

Syverson Strege and Company | Sherpa Investment Managem
Peter Diamondis and Living in an Age of Abundance

February 2, 2015

On Friday morning I attended a presentation given by Dr. Peter Diamondis, Chairman and CEO of the X Prize Foundation. Through this organization Dr. Diamondis is pushing the world's top minds to expand our ability to enter space and accomplish other world-changing feats. Through the X Prize Foundation he's offered $10 million for the first private spaceflight to accommodate three civilians to space, as well as $10 million for 100 mile-per-gallon equivalent cars.

Syverson Strege and Company | Sherpa Investment Managem
On Hold with the IRS

January 27, 2015

The tax system in the U.S. continues to grow in complexity. Recent examples include burdens placed by the Affordable Care Act and the Foreign Account Tax Compliance Act. This comes at a time when the IRS has reduced staff and its training budget, the result of a budget that's been cut by more than $1 billion since 2010.

Syverson Strege and Company | Sherpa Investment Managem
Beware of Risk Creep

January 9, 2015

The investment markets, particularly in the US, continue their upward trek. In fact, the S&P 500 has brought positive returns the last six years!

Syverson Strege and Company | Sherpa Investment Managem
Breakfast with Leon Panetta: Defending the US and Challenges Ahead

January 9, 2015

This morning I was able to have breakfast with Leon Panetta while attending the TD Ameritrade national conference in San Diego. Mr. Panetta has an incredible background, one in which he has served our country in myriad ways. This includes his tenure as Director of the CIA (2009-2011) and the US Secretary of Defense (2011-2013). One of many career highlights includes oversight of the mission that took out Osama bin Laden.

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The New "Rising Rate" ETFs

April 11, 2014

Originally featured in The Wall Street Journal on April 11, 2014

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Share Your Good Fortune

April 4, 2014

Originally featured in The Progressive Farmer on April 4, 2014