Podcasts

Ambient Emotions and Financial Decisions

by Lance Gunkel CFP® CFA Managing Director | December 16, 2020

Managing Director Lance Gunkel shares his thoughts about ambient emotions and financial decisions in his latest "Finance Moment" mini-podcast. Discover how to rank your ambient emotions and hear specific examples of how these emotions can affect financial decisions. Lance also gives two ways to avoid the pitfalls of ambient emotions. He quotes, "Our feelings may change, but their impact on our financial lives may have a lasting effect."

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Dr. Teri Wahlig

by Admin | December 7, 2020

Dr. Wahlig shares leadership lessons she learned from her parents and identifies that "believing in the spirit of the child" is the key to working with children. Managing Director Lance Gunkel and Director of Business Development Adam Steen interviewed Dr. Teri Wahlig, CEO of ChildServe in Johnston, Iowa for "This Story Needs to Be Heard" podcast.

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Ying Sa

by Admin | November 26, 2020

This Story Needs to Be Heard podcast guest is Ying Sa, founder, CEO, and principal Certified Public Accountant of Community CPA, Des Moines, Iowa. Ying is an author, speaker, and decorated community volunteer. Ying was born in Beijing, China before becoming a citizen of Canada and then the United States of America. She got an accounting degree in Canada and worked as an accountant in Canada for several years before relocating to Iowa.

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Dynamic Model

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | November 20, 2020

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.

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Nick Gerhart

by Admin | November 12, 2020

This Story Needs to Be Heard special guest, Nick Gerhart, served as the Iowa Commissioner of Insurance from 2013-2016, and is a keynote speaker, private equity investor, a start-up company advisor, community volunteer, and executive leader. He is currently Executive VP - Chief Innovation Officer for Homesteaders Life Insurance. Nick shares about leadership decision making, entrepreneurship, and community involvement.

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Election and Beyond

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | October 22, 2020

Chief Investment Officer Jason Gunkel gives a historical background on how the market has behaved as a result of presidential elections. He describes how the stock market tends to struggle in the months prior to the election, but in the following months, it tends to do well, according to Lord Abbett. Jason also reveals how the market activity three months prior to the election can sometimes be a predictor of whether the challenger or the incumbent candidate wins.

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Lori Schaefer-Weaton

by Admin | October 18, 2020

This Story Needs to Be Heard special guest, Lori Schaefer-Weaton, is president of Agri-Industrial Plastics Co. in Fairfield, Iowa. Agri-Industrial Plastics is a custom industrial blow molder of large-scale parts. Lori describes some of the biggest lessons she has learned being in a family business, including making decisions based upon business, not family emotion. She talks about how she has learned from her parents to give back her time, talent, and treasures.

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Teree Caldwell-Johnson

by Admin | September 28, 2020

Teree Caldwell-Johnson is interviewed by Syverson Strege Managing Director Lance Gunkel and Director of Business Development Adam Steen on "This Story Needs to Be Heard" podcast. Teree's detailed, effective, and humble leadership principles have allowed her to generate changes for the betterment of the Des Moines Community.

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What is the CAPE Ratio?

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | September 21, 2020

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.

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Tech Giants

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | September 9, 2020

Chief Investment Officer Jason Gunkel reviews the top five tech giants and their growing influence on the S&P 500 index in today's Finance Moment.mini-podcasts providing rapid-fire information on financial topics of the day.

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