by Lance Knaack, Associate Financial Planner | November 23, 2021
What is the debt ceiling and why do we have it? According to USAFacts.org, the debt ceiling is a restriction on how much the government can borrow to pay its bills.
by Lance Gunkel, CFP®, CFA, Managing Director | October 19, 2021
Making investment decisions is difficult for one person and it is made all the more difficult when another person is involved. It is common to have differing views on risk.
by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | September 21, 2021
Financial Planner Tyler Conley gives a definition of capital gains and the difference between short-term and long-term capital gains.
by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | August 24, 2021
What was President Ronald Reagan referring to when he said, "It is as violent as a mugger, as frightening as an armed robber, and as deadly as a hit man?" Inflation!
by Lance Knaack, Associate Financial Planner | July 20, 2021
Associate Financial Planner Lance Knaack gives the definition of net worth as the total wealth of an individual, company, or household, considering all financial assets and liabilities.
by David Strege, CFP®, CFA, CKA®, Senior Financial Planner | June 15, 2021
Cofounder and Senior Financial Planner David Strege explains the different sizes and shapes of your personal financial puzzle pieces. He encourages individuals to determine and communicate what they want the picture of his/her life to look like and to let a financial planner help put the pieces of the puzzle together.
by Lance Gunkel, CFP®, CFA, Managing Director | May 28, 2021
Managing Director Lance Gunkel shares insights about unequal inheritances in a family. Although many parents elect to leave equal inheritance to each child, for some families, equal isn't equitable. Lance outlines some valid reasons why heirs might receive different and unequal amounts of inheritance.
by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | April 26, 2021
Financial Planner Tyler Conley, MBA, CFP®, CEPA®, explains the details of tax-sensitive investment models. He also explains how Syverson Strege manages IRAs and Roth IRAs differently than non-qualified investment accounts and why we maintain two different investment portfolio models.
by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | March 23, 2021
Jason Gunkel, Chief Investment Officer, that recent speculative events in the financial markets, including the run up in the stock price of GameStop, have provoked many to question if investing in the stock market is similar to gambling. Although both investments and gambling have the risk of losing money, Jason explains how the two are quite different. As Jason says, "The longer you sit in a casino, the greater the odds you'll walk out a loser. But the longer you stay invested in the stock market, historically, the greater the probability you'll experience positive outcomes."
February 22, 2021
Associate Financial Planner Lance Knaack explains the major differences between mutual funds and exchange-traded funds (ETFs) in today's "Finance Moment," Syverson Strege's mini-podcasts. Also find out the history of both investment vehicles and why ETFs are gaining popularity over mutual funds.
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