Coronavirus: Economic Impact and Historical Context
After showing minor symptoms in January, the stock market has officially been sickened by the...
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.
Can Your Grandma Be Right About the Stock Market?
I recently had a conversation with my grandma about the recent volatility in the stock market. She...
2019 Quarter 1 Updates in the Investment Market
Each quarter our Chief Investment Officer, Jason Gunkel, gives an overview of the financial market,...
The Mountain Journey of Investment Withdrawals
Experienced mountain climbers often say that going down a mountain is far more difficult than...
The Flat-Out Truth
What is a yield curve, and why are stock investors interested in its shape? A yield curve gives a...
The Connection Between Markets & Politics in 2017
As we near 2017, one of our primary areas of focus is the connection between the investment markets...
United Way loses the top spot as America's largest charity
The largest charity in the United States has changed and the new charity in the top spot might...
Smoothing Out the Volatile Times
Watch Jason Gunkel's interview with Murray Coleman of Financial Advisor IQ. MURRAY COLEMAN,...
Trends in Global Energy
It was another great day at the CFA Annual Conference here in Montreal. One of the highlights was...
Prince's Estate Tax could make Doves Cry
Last week we learned that the late pop icon Prince may have died without a will. This means that...
