Blog (20)

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | January 8, 2020

Debt is truly a double-edged sword — a blessing when used thoughtfully and selectively but a curse...

by Lance Gunkel CFP® CFA Managing Director | December 31, 2019

Cold temperatures, snowfall, and shorter days: all signs that winter has arrived and another year...

by David Strege CFP® CFA CKA® Senior Financial Planner | November 25, 2019

Our family made our annual pilgrimage to the Iowa State Fair in the summer of 2019. As we toured...

by Lance Gunkel CFP® CFA Managing Director | November 18, 2019

"I want to spend my life doing what I enjoy and what I'm passionate about. I just don't know what...

by Adam Steen Director of Business Development | November 7, 2019

Jamie Pollard, Director of Athletics at Iowa State University, has a big job! But his story of...

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | November 3, 2019

I recently had a conversation with my grandma about the recent volatility in the stock market. She...

by Deb Longseth Client Service Specialist | October 18, 2019

Where can you come together to share values, resources, and have fun? The Giving Club! Syverson...

by Ben Geiger CFP® Financial Planner | October 14, 2019

When I was growing up, I recall countless adults who invested in me and other students by...

The Science of Happiness

by Lance Gunkel CFP® CFA Managing Director | July 17, 2019

A few years ago, at the suggestion of my sons, we made some videos and uploaded them to YouTube. As...

by David Strege CFP® CFA CKA® Senior Financial Planner | July 8, 2019

Clients tell me, “You can never leave!” And I’ve had clients ask me when Johnne Syverson and I are...

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