Dynamic Model

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | November 20, 2020

Financial Planner Tyler Conley explains how Syverson Strege's Investment Committee manages benchmarks based on asset class allocation, sector exposure, country exposure, and individual fund managers. He also explains how the asset class allocation drives how the dynamic functionality of the model works.

Nick Gerhart

November 12, 2020

This Story Needs to Be Heard special guest, Nick Gerhart, served as the Iowa Commissioner of Insurance from 2013-2016, and is a keynote speaker, private equity investor, a start-up company advisor, community volunteer, and executive leader. He is currently Executive VP - Chief Innovation Officer for Homesteaders Life Insurance. Nick shares about leadership decision making, entrepreneurship, and community involvement.

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.

Lori Schaefer-Weaton

October 18, 2020

This Story Needs to Be Heard special guest, Lori Schaefer-Weaton, is president of Agri-Industrial Plastics Co. in Fairfield, Iowa. Agri-Industrial Plastics is a custom industrial blow molder of large-scale parts. Lori describes some of the biggest lessons she has learned being in a family business, including making decisions based upon business, not family emotion. She talks about how she has learned from her parents to give back her time, talent, and treasures.

Teree Caldwell-Johnson

September 28, 2020

Teree Caldwell-Johnson is interviewed by Syverson Strege Managing Director Lance Gunkel and Director of Business Development Adam Steen on "This Story Needs to Be Heard" podcast. Teree's detailed, effective, and humble leadership principles have allowed her to generate changes for the betterment of the Des Moines Community.

What is the CAPE Ratio?

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | September 21, 2020

Financial Planner Tyler Conley, MBA, CFP®, CEPA®, explains what the CAPE Ratio stands for and why it is utilized by the Syverson Strege investment committee. Learn also how this ratio was popularized by a Yale University professor as a valuation measure to assess whether the market could be overvalued or undervalued.

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.

Systematic and Unsystematic Risk?

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | August 30, 2020

Tyler Conley, MBA, CFP®, CEPA® explains the difference between systematic and unsystematic risk in today's Finance Moment. Learn how systematic risk is unpredictable and nearly impossible to avoid. Find out about the two types of unsystematic risk and how this type of risk can be drastically reduced through diversification.

Panic Selling

by Lance Gunkel, CFP®, CFA, Managing Director | August 20, 2020

Managing Director Lance Gunkel explains how the emotion of panic may drive investors to sell their investments at an inopportune time. He shares a specific example from 2020 of how nearly 1/3 of investors over the age of 65 sold all their stock resulting in missed opportunities. He talks about why panic selling is bad for your financial health and a solution for resting easier when the market faces turbulence.

Stay Invested

August 10, 2020

Chief Investment Officer Jason Gunkel explains how people are panicking and fleeing the stock market, one of the worst moves an investor can make. He talks about the consequences of poor market timing decisions and what staying invested means. He also shares a shocking report about what nearly 1/3 of investors over 65 have recently done.