Market Update: November 5, 2021
Halloween is not the only scary thing that has occurred in the month of October. It has a bad...
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.
Market Update: September 3, 2021
The positive momentum of the stock market continued in August with the S&P 500 Index up another 3%....
Market Update: August 6, 2021
The stock market, as represented by the S&P 500 Index, continued to climb in the month of July and...
What Goes On Behind the Scenes?
What goes on behind the scenes to manage the investment portfolios of our clients? Join me for an...
Market Update: June 4, 2021
The stock market had one of its more volatile months of the year in May, but continued its bullish...
Market Update: May 7, 2021
The “bull” stock market rally continued in April with the S&P 500 index climbing another 5%. That...
5 Things the NCAA Tournament and Financial Planning Have in Common
The NCAA Men’s Basketball Tournament rolls around each year, the culmination of an entire season of...
Market Update: March 5, 2021
The stock market, as represented by the S&P 500 index, had a relatively good month in February...
Market Update: February 5, 2021
The stock market has been on a relatively tame roller coaster ride to start the year and luckily it...
Market Update: January 8, 2021
The stock market is starting the new year much like it ended 2020, reaching new highs on multiple...
