Podcasts

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.

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Capital Gains

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.

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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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Net Worth

by Lance Knaack CFP® 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.

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Your Financial Puzzle

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.

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Unequal Inheritance

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.

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Tax-sensitive Investment Models

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.

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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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MFs and ETFs-What's the Difference?

by Admin | 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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Ed McIlhon

by Admin | February 11, 2021

Managing Director Lance Gunkel interviews Ed McIlhon, Founder & CEO of Assembled Products, Inc. on the "This Story Needs to Be Heard" podcast. Learn how Ed incorporates family into his business with a four-word mission statement: Have fun, make money. Also learn about his keys to success and living a life based upon relationships and giving.

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