Blog

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Why It's Time to Set the Reset Button: Planning Beyond the Pandemic

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

During a pandemic, the elements of a comprehensive financial plan, including cash flow management, tax planning, risk management, retirement planning, estate planning, investment planning, and philanthropic planning, may need attention. Chief Planning Officer Matt Roberts explains why.

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Coronavirus Update: June 12, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | June 11, 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: May 29, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | May 29, 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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Why Credentials and Education Really Matter

by David Strege, CFP®, CFA, CKA®, Senior Financial Planner | May 25, 2020

Learn why credentials and education really matter in the world of financial and investment planning and read Syverson Strege co-founder's comments on virtual education platforms

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Coronavirus Update: May 15, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | May 15, 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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How Working From Home Refines Us

by Adam Steen, Director of Business Development | May 7, 2020

How working from home refines us...Adam Steen, Director of Business Development, shares his perspective on working remotely during the coronavirus pandemic.

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Why It's Time to Revive A Dusty Plan

by Matt Roberts, MFM, CFP®, CAP®, Planning Officer | May 3, 2020

Find out how a dusty plan can be the worst and most expensive type of plan. Read Chief Planning Officer Matt Roberts' latest blog article to also learn why financial planning is more than just investments and retirement planning.

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Coronavirus Update: May 1, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | May 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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Why Planning for Long-term Care is More Important than Ever

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

Part of a successful financial plan may include protection for aging adults in the form of long-term care insurance. In the U.S., there are three categories when it comes to preparedness for a long-term care event. These categories consist of people who 1) will need Medicaid, 2) have enough resources for retirement, but not quite enough for long-term care, or 3) have enough to self-insure any type of long-term care need.

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Coronavirus Update: April 17, 2020

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