Blog

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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.

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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.

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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.

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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.

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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.

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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.

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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.