Blog

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How a Fresh Start Can Happen Before the New Year

by Lance Gunkel, CFP®, CFA, Managing Director | October 15, 2020

Managing Director Lance Gunkel encourages us to consider ways to initiate a fresh start in our lives before the New Year.

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How the Presidential Election Might Affect Your Portfolio

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | October 14, 2020

Chief Investment Officer Jason Gunkel shares a detailed report of how the presidential election results could affect the stock market and its returns for investment portfolios. He also shares historical patterns of stock market performance under previous administrations and the financial planning implications of presidential policies.

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Coronavirus Update: October 2, 2020

October 1, 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.

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Coronavirus Update: September 18, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | September 16, 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.

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What Do David Strege and Financial Literacy Have in Common?

September 9, 2020

Syverson Strege Cofounder David Strege has devoted nearly a lifetime to financial literacy. His work with the National Endowment for Financial Education (NEFE) and Iowa Jump$tart Coalition is evidence of his dedication to financial literacy. David has served on the board of NEFE since 2013 and served as their Chairman in 2018. With a personal philosophy of helping people become great stewards of their resources, David finds great fulfillment in providing unbiased, free information about money management.

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Coronavirus Update: September 4, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | September 3, 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.

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Coronavirus Update: August 21, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | August 20, 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.

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Variable Annuities PSA

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | August 9, 2020

Tyler Conley, CFP®, MBA, CEPA®, reveals five possible hidden fees associated with variable annuities and gives a detailed explanation of why variable annuities are rarely a good option for a client.

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Coronavirus Update: August 7, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | August 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.

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6 Reasons Why Intelligent People Might Not Have a Financial Advisor

by Matt Roberts, MFM, CFP®, CAP®, Planning Officer | July 27, 2020

Find out 6 reasons why intelligent people might not have a financial advisor. Chief Planning Officer Matt Roberts also shares some fascinating stats about how some people are responding to the pandemic.