Blog

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Holiday Traditions…Connecting the Generations

December 10, 2019

The holidays have special memories for all. Learn about two Syverson Strege employees' traditions that are near and dear to their hearts.

Great Iowa Treasure Hunt
Gotta Love Being Paid to Go to the State Fair

by David Strege, CFP®, CFA, CKA®, Senior Financial Planner | November 25, 2019

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Where Your Passion Meets Your Financial Plan

by Lance Gunkel, CFP®, CFA, Managing Director | November 18, 2019

Iowa State Shirts
How Jamie Pollard Inspired My Family

by Adam Steen, Director of Business Development | November 7, 2019

Gears turning with words market and volatility
Can Your Grandma Be Right About the Stock Market?

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | November 3, 2019

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How the Giving Club Raised $26,555... and Counting

by Deb Longseth | October 18, 2019

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How a 3rd-Grade Lesson Transformed My Life

by Ben Geiger, CFP®, Associate Financial Planner | October 14, 2019

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The Science of Happiness

by Lance Gunkel, CFP®, CFA, Managing Director | July 17, 2019

For your kids to understand why your values are important, you could try writing them down or demonstrating your beliefs to them in your daily life. Give one of our examples a try.

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Why Syverson Strege is Here to Stay

by David Strege, CFP®, CFA, CKA®, Senior Financial Planner | July 8, 2019

Our team's approach to assisting clients with their financial planning and investment management helps them get the expertise of multiple professionals, and it also makes it easier to put a succession plan in place when a financial advisor retires. Learn more!

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3 Ways to Pass Values on To Your Family

by Wayne Johnson, MBA, CFP®, AEP®, CAP®, Financial Planner | June 30, 2019

For your kids to understand why your values are important, you could try writing them down or demonstrating your beliefs to them in your daily life. Give one of our examples a try.