Blog

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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.…

investment management conference
Investment Updates From London: Get Insights From the 72nd CFA Institute Annual Conference

by Lance Gunkel, CFP®, CFA, Managing Director | May 14, 2019

Lance Gunkel is in London attending Disruption: The New Reality in Investment Management. Learn what's new in investing!…

Retirement planning
When Clarity and Strategy Lead to Enriched and Empowered Lives

by Wayne Johnson, MBA, CFP®, AEP®, CAP®, Financial Planner | May 7, 2019

Trusting a certified financial planner can help you reach your goals and set up a retirement plan for your unique story.…

2019 Q1 market updates
2019 Quarter 1 Updates in the Investment Market

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | April 11, 2019

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investments journey
The Mountain Journey of Investment Withdrawals

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | April 10, 2019

Deciding the best withdrawal tactics for your investments can be challenging. We can help you consider all your options.…

purpose and passion
Purpose and Passion: Faith. Family. Farm.

by Lance Gunkel, CFP®, CFA, Managing Director | March 27, 2019

Many folks pursue true passions when they retire. Discover the shocking retirement path of former NFL star, Jason Brown.…

Tax return impact from 2018 tax laws
Are You Affected by the New Tax Laws?

by Matt Roberts, MFM, CFP®, CAP®, Planning Officer | March 21, 2019

IRS data shows the value of refunds is down 16.7%. But not everyone is seeing a tax increase. …

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The Flat-Out Truth

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | November 30, 2018

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