Blog

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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.

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What the Toilet Paper Shortage Reveals About Some Americans

by Wayne Johnson, MBA, CFP®, AEP®, CAP®, Financial Planner | April 14, 2020

Financial Planner Wayne Johnson explains what the toilet paper shortage reveals about some Americans. Just like the supply chain situation and toilet paper, the markets are also volatile and some days portfolios are shrinking, but history shows there is substantial hope that the market will come roaring back even stronger than before.

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Planning for Purpose: A Young Father's Perspective

by Lance Gunkel, CFP®, CFA, Managing Director | April 5, 2020

Enjoying life together with three generations shows a great example of Syverson Strege's theme for 2020 - Planning for Purpose.

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Coronavirus Update: April 3, 2020

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

Jason Gunkel shares his weekly 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 You Need to Know About the CARES Act

March 31, 2020

Find out how the new stimulus bill (CARES Act) will affect you and your family. Learn how large your family's check will be and info about RMDs, charitable giving provisions, and small business provisions.

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How Syverson Strege Celebrated Random Acts of Kindness Day

March 28, 2020

Learn how a fistful of $20 bills gave the Syverson Strege employees the opportunity to generate multiple acts of kindness throughout the community.

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Coronavirus Update: March 27, 2020

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | March 27, 2020

Chief Investment Officer, Jason Gunkel, from Syverson Strege gives his weekly update on the coronavirus and how it is affecting the markets, client portfolios, and the economy.