The Corporate Transparency Act
Tyler Conley provides a quick overview of the purpose of the Corporate Transparency Act and what it means for your small business.
Tyler Conley, MBA, CFP®, CEPA®, Financial Planner
Tyler (TC) Conley grew up in Ankeny, Iowa, and is a second-generation CERTIFIED FINANCIAL PLANNER™ practitioner in the Des Moines community. He joined the team at Syverson Strege in 2019 as a CERTIFIED FINANCIAL PLANNER™ practitioner. He also holds Certified Exit Planning Advisor (CEPA®) and Certified Divorce Financial Analyst (CDFA®) designations. In his role at Syverson Strege, Tyler puts an emphasis on developing strong relationships with clients through the comprehensive financial planning process which helps provide clarity and understanding on clients’ pathways to financial success.
Capital Gains
Financial Planner Tyler Conley gives a definition of capital gains and the difference between short-term and long-term capital gains.
Tax-sensitive Investment Models
Financial Planner Tyler Conley, MBA, CFP®, CEPA®, explains the details of tax-sensitive investment models. He also explains how Syverson Strege manages IRAs and Roth IRAs differently than non-qualified investment accounts and why we maintain two different investment portfolio models.
Dynamic Model
Financial Planner Tyler Conley explains how Syverson Strege's Investment Committee manages benchmarks based on asset class allocation, sector exposure, country exposure, and individual fund managers. He also explains how the asset class allocation drives how the dynamic functionality of the model works.
What is the CAPE Ratio?
Financial Planner Tyler Conley, MBA, CFP®, CEPA®, explains what the CAPE Ratio stands for and why it is utilized by the Syverson Strege investment committee. Learn also how this ratio was popularized by a Yale University professor as a valuation measure to assess whether the market could be overvalued or undervalued.
Systematic and Unsystematic Risk?
Tyler Conley, MBA, CFP®, CEPA® explains the difference between systematic and unsystematic risk in today's Finance Moment. Learn how systematic risk is unpredictable and nearly impossible to avoid. Find out about the two types of unsystematic risk and how this type of risk can be drastically reduced through diversification.
What is Tax-loss Harvesting?
Tyler Conley, MBA, CFP®, CEPA®, describes how tax-loss harvesting helps investors sell an investment at a loss in order to reduce their tax liability. Tyler also explains the wash-sale rule and notes that tax-loss harvesting requires attention to detail, but can be worth the effort for investors.
