Podcasts

Jason Gunkel CFP® CFA CAP® Chief Investment Officer

Jason Gunkel, CFP®, CFA, CAP® has been with Syverson Strege since 2004 when he started as a college intern and worked his way into his current roles as Chief Investment Officer and Financial Planner. He spent a short time at Principal Global Investors before realizing that his passion is working directly with individuals and families to help them achieve their goals. He leads the Investment Committee where he helps design and monitor the firm’s investment strategies. Jason received a bachelor's degree in finance and accounting from Drake University and is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned the Chartered Financial Analyst (CFA®) designation. Jason has a special interest in charitable giving strategies and has completed the Chartered Advisor in Philanthropy (CAP®) program.

Retirement Account Management (RAM) Services

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | January 19, 2024

Buying versus leasing a vehicle is a common dilemma for many drivers. Today we discuss the pros and cons of leasing versus buying a vehicle.

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Downturns and Recoveries

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | March 24, 2022

Chief Investment Officer and Financial Planner Jason Gunkel, explains the in's and out's of market downturns and recoveries and the correlating effects on the bond market.

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Inflation

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!

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Gambling vs. Investing

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."

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Election and Beyond

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | October 22, 2020

Chief Investment Officer Jason Gunkel gives a historical background on how the market has behaved as a result of presidential elections. He describes how the stock market tends to struggle in the months prior to the election, but in the following months, it tends to do well, according to Lord Abbett. Jason also reveals how the market activity three months prior to the election can sometimes be a predictor of whether the challenger or the incumbent candidate wins.

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Tech Giants

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | September 9, 2020

Chief Investment Officer Jason Gunkel reviews the top five tech giants and their growing influence on the S&P 500 index in today's Finance Moment.mini-podcasts providing rapid-fire information on financial topics of the day.

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Are Annuities Really That Bad?

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | July 23, 2020

Chief Investment Officer Jason Gunkel says that annuities usually get a bad rap from fee-only financial advisors like Syverson Strege, but that there are times when variable annuities are beneficial to a client. He explains the two basic types of annuities (fixed and variable) along with the benefits and negatives. Jason explains how annuities can be quite expensive and complicated because of the various layers of fees and surrender charges.

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Jason Gunkel CFP® CFA CAP® Chief Investment Officer

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