Blog

null
2020: An Employee's Perspective

by Debbie Richards, Receptionist | January 11, 2021

Debbie Richards, Syverson Strege's receptionist for 18 years, writes about her perspective on 2020. Debbie reminds us that there is still much good in life and the future is filled with hope, even during a pandemic.

null
When We Will be Clear From COVID-19 Is Not Clear

by David Strege, CFP®, CFA, CKA®, Senior Financial Planner | January 10, 2021

Cofounder and Senior Financial Planner David Strege shares the biggest lesson he has learned so far during the pandemic. He also recommends three financial principles for people to implement during this challenging time.

null
Market Update: January 8, 2021

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | January 8, 2021

Chief Investment Officer Jason Gunkel outlines how the markets may be affected by the Democrats having full control of the executive branch, the House, and the Senate. His Market Update blog article also gives insights on the expected economic recovery, unemployment, 2020 stock performance, and the stimulus packages.

null
A 2020 Message from Leadership

December 29, 2020

What are the Syverson Strege leadership team's honest, raw, heartfelt reflections on an intense year? Read a year-end message from Lance, Meri, and Matt and find out 9 things they learned from 2020.

null
What You Need to Know About the Latest COVID Relief/Stimulus Bill

by Matt Roberts, MFM, CFP®, CAP®, Planning Officer | December 29, 2020

Matt Roberts, Chief Planning Officer, reviews key provisions of the $900 billion COVID-19 Relief and Stimulus bill that is part of the $2.3 trillion Consolidated Appropriations Act of 2021 signed by President Trump on Sunday, December 27. Matt outlines personal income tax changes, extensions, and charitable giving provisions along with recovery rebate check amounts and unemployment benefit updates.

null
What You May Need to Know for Year-end Tax Planning

by Ann Menke, CPA, Menke & Company, Certified Public Accountants | December 13, 2020

Ann Menke, CPA, from Menke & Company, Certified Public Accountants, offers year-end tax advice in her guest blog article for Syverson Strege. Ann also outlines year-end tax considerations and deadlines, as well as tips on how to prepare for filing your 2020 taxes.

null
Market Update: December 4, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | December 3, 2020

Jason Gunkel shares his insights on investments, the market, and the economy in his Market Update for December 4, 2020. Jason is Chief Investment Officer at Syverson Strege, a fee-only financial planner in West Des Moines, Iowa.

null
4 December Deadline Dates You May Need to Know About

by Matt Roberts, MFM, CFP®, CAP®, Planning Officer | November 23, 2020

As we near the end of the year, financial planners are helping to remind their clients about key December deadlines for contributions and other transactions. Chief Planning Officer Matt Roberts gives an overview of the deadlines, including deadlines associated with provisions of the March 25th CARES Act.

null
Coronavirus Update: November 6, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | November 6, 2020

Jason Gunkel shares his update on the effects of the coronavirus pandemic on your investment portfolios, the market, and the economy. Jason Gunkel is Chief Investment Officer at Syverson Strege, a fee-only financial planner in West Des Moines, Iowa.

null
It Happened Again

by Adam Steen, Director of Business Development | October 20, 2020

Adam Steen describes a conversation he has over and over again in his role as Director of Business Development. Adam also shares insights about company vision, growth, and relationship building.