Blog (22)

by David Strege CFP® CFA CKA® Senior Financial Planner | April 19, 2018

Many find it challenging to successfully manage their own financial matters, whether it is paying...

by David Strege CFP® CFA CKA® Senior Financial Planner | April 6, 2018

There was a time in our culture when multiple generations routinely lived under the same roof and...

Market Turbulence

by Lance Gunkel CFP® CFA Managing Director | February 8, 2018

The US stock market has seen turbulence last week and continues this week. Per Yahoo Finance, the...

by Syverson Strege Commentary | February 6, 2018

This time of year many of us are collecting thank you letters from our favorite charities after...

by Syverson Strege Commentary | December 14, 2017

This time of year, many of us are taking advantage of the most common form of charitable giving and...

Test Your Financial Savvy

by Syverson Strege Commentary | November 20, 2017

There are many individuals that don’t have the financial literacy to make wise decisions. This Wall...

by Syverson Strege Commentary | August 10, 2017

On August 2nd the Dow reached 22,000; the highest level on record for that stock market index....

Planning for Your Future

by Syverson Strege Commentary | July 10, 2017

As you prepare for retirement, there can be several sources of income to provide for your needs....

We All Need a Fiduciary

by Syverson Strege Commentary | May 22, 2017

Background & Status A fiduciary is an individual that is to act in a client’s best interest and put...

The Future of Globalization

by Lance Gunkel CFP® CFA Managing Director | March 6, 2017

The Future of Globalization I recently attended TD Ameritrade’s National LINC conference. The...

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