Blog

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What Goes On Behind the Scenes?

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | June 16, 2021

Chief Investment Officer Jason Gunkel gives a detailed explanation of the behind-the-scenes processes involved in developing and maintaining our clients' investment portfolios. Read his article to find out the role and responsibilities of our Investment Committee along with a description of our market dashboard.

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Market Update: June 4, 2021

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | June 4, 2021

Chief Investment Officer Jason Gunkel outlines three possible reasons why the U.S. is unlikely to revisit a long period of high inflation in today's monthly market update blog article. Jason also compares the inflation of the 1970s to today along with an explanation of why he thinks inflation is unlikely to be the reason the current market rally stops.

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4 Types of Grandparents and Which One Leads to Maximum Influence

by Larry Fowler, Founder of the Legacy Coalition | May 22, 2021

Larry Fowler, founder of the Legacy Coalition, wrote a guest blog article for Syverson Strege on intentional grandparenting. Larry describes 4 types of grandparents, what intentional grandparenting looks like, and which type of grandparent can have the maximum influence.

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Market Update: May 7, 2021

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | May 6, 2021

Chief Investment Officer Jason Gunkel shares his insights economy recovery, global growth, and market recovery. You will also learn about the "V" shaped economy recovery and Return to Normal Index.

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Golf With My Brother and Missed Tee Shots: Lessons in Life

by Lance Gunkel, CFP®, CFA, Managing Director | April 6, 2021

What life lessons did Lance Gunkel learn when he whiffed the golf ball off the tee three times in a youth tournament? Find out in this blog article.

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An Interview With Johnne Syverson

by Julie Summa, Director of Marketing & Communications | March 31, 2021

An in-depth personal interview was conducted with Syverson Strege Cofounder Johnne Syverson. Learn about the most challenging and most rewarding moments in his Syverson Strege history along with other interesting tidbits about his life.

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5 Things the NCAA Tournament and Financial Planning Have in Common

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | March 14, 2021

Sports enthusiast Jason Gunkel, Chief Investment Officer at Syverson Strege, outlines 5 similarities between the NCAA Men's Basketball and financial planning in his most recent blog article. Unpredictability, emotion, dedication, strategy, and staying the course are all described from both a basketball and financial planning standpoint.

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What You Need to Know About the American Rescue Plan Act of 2021

by Matt Roberts, MFM, CFP®, CAP®, Planning Officer | March 13, 2021

Find out how you may benefit from the third stimulus bill signed into law on March 11 called the American Rescue Plan Act of 2021. Read Chief Planning Officer Matt Roberts' blog article outlining recovery rebates, tax credits, and what is not included in this most recent bill.

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5 Ways Syverson Strege Celebrated Random Acts of Kindness Day

March 10, 2021

What is 20 x $20? It's multiplication of random acts of kindness! Find out how some of our 20 Syverson Strege employees used $20 each to make an impact on Random Acts of Kindness Day.

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Market Update: March 5, 2021

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | March 4, 2021

Chief Investment Officer Jason Gunkel shares his insights on the effects of rising interest rates and inflation on the performance of stocks and bonds. In today's Market Update blog article, he also explains how higher interest rates and inflation can actually be good for the stock market and economy.