The Value of Money

January 26, 2021

Syverson Strege Cofounder and Senior Financial Planner David Strege shares his insights on the value of money in today's Finance Moment mini-podcast. Strege says, "Money is worthless until you turn it into something you value." Learn also about how money can be a test and a testimony in your life.

Carly Ross

January 14, 2021

Managing Director Lance Gunkel interviews Certified Health Coach Carly Ross in today's "This Story Needs to Be Heard" podcast. Find out how Carly, a former restaurant entrepreneur, turned her passions for food into helping people live mentally, physically, and emotionally healthy lives.

Peter R. Teahen

December 27, 2020

Having been involved in over 70 major disasters including 9-11, the Oklahoma City bombing, a tsunami, and the Haiti earthquake, Peter Teahen shares his philosophy of service and purpose for the "This Story Needs to Be Heard" podcast. Also learn about his project, Flight to End Polio, an endeavor to fly around the world to raise money to help eradicate polio.

Ambient Emotions and Financial Decisions

by Lance Gunkel, CFP®, CFA, Managing Director | December 16, 2020

Managing Director Lance Gunkel shares his thoughts about ambient emotions and financial decisions in his latest "Finance Moment" mini-podcast. Discover how to rank your ambient emotions and hear specific examples of how these emotions can affect financial decisions. Lance also gives two ways to avoid the pitfalls of ambient emotions. He quotes, "Our feelings may change, but their impact on our financial lives may have a lasting effect."

Dr. Teri Wahlig

December 7, 2020

Dr. Wahlig shares leadership lessons she learned from her parents and identifies that "believing in the spirit of the child" is the key to working with children. Managing Director Lance Gunkel and Director of Business Development Adam Steen interviewed Dr. Teri Wahlig, CEO of ChildServe in Johnston, Iowa for "This Story Needs to Be Heard" podcast.

Ying Sa

November 26, 2020

This Story Needs to Be Heard podcast guest is Ying Sa, founder, CEO, and principal Certified Public Accountant of Community CPA, Des Moines, Iowa. Ying is an author, speaker, and decorated community volunteer. Ying was born in Beijing, China before becoming a citizen of Canada and then the United States of America. She got an accounting degree in Canada and worked as an accountant in Canada for several years before relocating to Iowa.

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.