Syverson Strege

In his second guest appearance on Loren Sherman- Financial Advisor, CFP®'s "Healthy Healthy, Wealthy, & Wise Retirement” podcast, our Chief Investment Officer Jason Gunkel, CFA, CFP shares what makes Syverson Strege unique and special. Tune into the full podcast episode here: https://lnkd.in/dm5J5HX5 #WealthManagement #FinancialPlanning

🎉The Olympics Opening Ceremony is finally here, and we couldn't be more excited to witness the world's finest athletes unite in Paris. 🌍🏅 What event are you most looking forward to watching? 🎉 #Olympics2024 #OpeningCeremony #Paris2024

Values-based marketing is a more recent, widely acknowledged movement in retail and consumer marketing. But at Syverson Strege, leading with our core values and an education mindset – and sharing those with our clients and prospective clients through the work we do each day – has been a focus for nearly 30 years. 💡 In the July issue of NAPFA - National Association of Personal Financial Advisors magazine, we were asked to share more about our values-based marketing approach. Read the full article here: https://lnkd.in/gKu8vWEC #Values #FinancialLiteracy

Chief Investment Officer Jason Gunkel, CFA, CFP and Financial Planner Bobby Daniels, CFP®, CIMA® recently participated in the Junior Achievement of Central Iowa Golf Classic at Glen Oaks Country Club. As a patron sponsor of this year’s event, we are proud to continually support the life-changing programs that JA provides through financial literacy, entrepreneurship and work readiness programs at no cost to students. #FinancialLiteracy

Join us for exciting morning of networking, brunch items from Sunflower Chef Catering and a career path-focused panel discussion led by Syverson Strege Associate Financial Planner Jennifer Scheck. Panelists will be Cassie Edgar, partner, McKee, Voorhees & Sease, PLC; Dr. Rachelle (Karstens) Keck, president, Grand View University; and Rena Striegel, president, Transition Point Business Advisors . The event is free to attend, but registration is required. See the event below to register.

When is the appropriate time to consult with a CERTIFIED FINANCIAL PLANNER™ practitioner? In today’s Finance Moment Podcast, Associate Financial Planner Jennifer Scheck walks through some of the more common financial transitions, and shares details on why you want to work with a fiduciary to receive guidance and education with your best interest in mind. #FinancialPlanning #FinanceMomentPodcast #FinancePodcast 

Inflation and interest rates continue to dominate the headlines and remain the focus of many investors. 📊 Check out our Q2 Market Update from Chief Investment Officer Jason Gunkel, CFA, CFP to learn more about insights on the Magnificent 7, short-term bond rates and what the market could look like heading into presidential election season. #moneymanagement #investments   https://lnkd.in/gmUct_gT

Get to know your Syverson Strege team with a few fun facts and pictures! Here are some things you probably didn’t know about Financial Planner Bobby Daniels, CFP®, CIMA®: ⭐Bobby and his wife Taylor dated in high school. They went to several dances together during Bobby’s senior year. ⭐The Daniels family became residents of Florida for eight weeks in August 2021. They were two days into their family vacation in Siesta Key, Florida, when their son Kayden was born 10 weeks premature. ⭐Bobby and Taylor have always shared a love of country music. They have attended more than 10 different country concerts in their nine years of marriage. The first concert they attended together was Florida George Line, even though the headliner was Taylor Swift. Bobby believes he was one of 100 guys at the concert as most were there to see Taylor Swift. #FunFacts #MeetYourSyversonStregeTeam

“Diligence is at the core of all the work we do and is an integral part of providing a positive experience for our clients.” Diligence is the next value in the Syverson Strege core values blog article series, authored by Client Service Associate Cameron Pietzsch. Check out the full article to learn how diligence influences the work we do at Syverson Strege. #Diligence #CoreValues

Home of the free, because of the brave. Wishing everyone a safe and celebratory Independence Day! #USA #Freedom