News & Views
September 25, 2020
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Managing Director Lance Gunkel has been intentional about helping the staff feel more connected to each other. He has been sharing employee vacation adventures (with pictures too!) at our Monday Zoom staff meetings. Here are a few examples. |
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Wayne Johnson
In 2017, Wayne and his wife took a major trip to the Grand Canyon and had the adventure of a three-day hike with a group and guide. Both he and his wife had trained and were in shape for the hike, but nonetheless, it was demanding, both on the way up and down. Wayne said his next major vacation will take on more of a relaxing feel, and will include either a boat or a beach!
Ben Geiger
Ben Geiger and his wife traveled to Colorado to help a family member move to Colorado Springs. To add some recreation to the visit, he and his wife went on a rafting trip on the Arkansas River (Sunshine Falls/Royal Gorge area). It ended up being quite an adventure as low river levels translated into the need for expert level rafting experience (i.e. Level 5 rapids). The raft capsized, resulting in Ben and his wife going overboard and rushing through the rapids without the boat. Although bruised and shocked, they made it safely to shore. When asked if he will ever go on another raft ride, Ben definitely said “yes”, but not the case for his wife.
Tim Schau
Tim, his brother, and parents took a family trip to the Grand Canyon and Las Vegas. One day trip into the Grand Canyon had them leaving at 5:15 AM and not returning until 9:00 PM. Tim had a great time connecting with his parents and brother. Although Tim is the family peacemaker, he said he won’t be going on another adult family vacation for a while!
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Happy 23rd Anniversary Syverson Strege
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Syverson Strege will be celebrating its 23rd anniversary on October 1! Syverson Strege has been providing planning and advisory services along with peace of mind, clarity, and understanding for hundreds of clients for 23 years. Thanks to David Strege and Johnne Syverson for their vision in 1997 to focus on a culture of education and understanding, not selling. Their goal was to understand clients to create comprehensive, understandable, financial plans on a fee-only basis (no commission or product sales). To read more history, click here.
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Lunch & Learn: The Importance of Long-term Care Insurance
On September 17, Syverson Strege Financial Planner Tyler Conley and insurance professional Josh Heisterkamp teamed up to present a live webinar on the importance of long-term care insurance. An informative Q&A session followed the presentation. Be looking for a link to the recording of the event in an upcoming social media post and in October’s News & Views.
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The Election and Beyond: Is Your Portfolio Prepared?
Tuesday, October 13
3:00 PM
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You are invited to an exclusive live broadcast, offering perspectives on current top-of-mind issues for investors, as well as implications for their portfolios.
This free webinar will feature Dr. Apollo Lupescu, vice president of Dimensional Fund Advisors, and Syverson Strege’s Chief Investment Officer Jason Gunkel. Dr. Lupescu is an experienced investment professional from Dimensional Fund Advisors, a premier global investment firm managing over $500 billion in assets for institutional investors and clients of select financial advisors.
Hear unique insights on:
- the disconnect between the market and the economy;
- the impact of the election on the market;
- views on investing in the big, dominant tech stocks;
- government stimulus spending, inflation and debt outlook;
- the unprecedented nature of the coronavirus crisis;
- market downturn mitigation strategies;
- bond investing during historical low interest rates;
- small cap and value stocks performance.
A Q&A will follow the presentation.
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This year, in the interest of our clients’ and employees’ health and safety, we are forgoing our traditional client appreciation event that we usually have in the fall. So…you won’t need to save the date for this event.
But do save the date on Tuesday, October 6 at 3:00 PM. That’s the date and time we will email you a link to watch a special video message made exclusively for you, our clients. You can watch it then or you can watch it later at your leisure.
In the place of the in-person Client Appreciation Event, our team decided to live out our values by using those funds to support three worthy local charities. These charities were selected by you, our Giving Club member clients, who participated in the selection process for our March Giving Club that was postponed.
As we reflect on this weird and crazy year, it is a good time to be thankful for the blessings we have, and to share those blessings with those in need.
Although we don’t feel it is safe to gather together in person this year, we want you to know how very much we appreciate you. And how glad we are that you have adapted to the ever-changing circumstances of 2020. We are truly grateful for your team effort and glad we are in this together.
Thank you for taking this journey with us and being gracious as events unfolded throughout 2020!
Look for the email on Tuesday, October 6 at 3:00 PM!
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“Finance Moments”…Syverson Strege’s mini-podcasts, have officially launched! They are designed to produce rapid-fire info on financial topics of the day. |
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Look for Finance Moments on our Facebook page and now you can find them all in one place on a new webpage!
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We are thrilled to have Associate Financial Planner Jennifer Scheck back from medical leave and working with clients! Welcome back, Jennifer! |
September 15 was IT Professionals day, a day to honor those in IT who make our work lives easier by handling our technology needs. A big “thank you” goes out to Tim Schau, Syverson Strege’s IT Support Specialist. Tim has been faithfully helping the team with its information technology for over 15 years. Thanks again, Tim, for working behind the scenes to support our team and clients! |
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Community Involvement/Philanthropy |
On Sunday, September 20, staff, clients, and player Adam Steen, enjoyed the beautiful weather at the “Game for Good,” Opportunity on Deck’s slow-pitch softball game to support youth development, mentorship, health, and community building through athletics. Click here to learn more about Opportunity On Deck.
Syverson Strege was honored to have helped sponsor the event. Adam Steen, Director of Business Development and former professional baseball player, represented Syverson Strege in the Game for Good.
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In case you missed these articles on social media, here’s a recap of what we posted this past month. |
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As COVID-19 restrictions are lifted in Iowa and around the nation, we are encouraged and are beginning to see the light at the end of the tunnel. We are committed to protecting the safety of our clients and employees. We will carefully monitor the CDC and local guidelines and implement protocols necessary for the well-being of our clients and employees. We will continue to proactively send out information via email and social media as any pandemic updates are needed.
In case you missed Chief Investment Officer Jason Gunkel’s bi-weekly coronavirus market updates since the last News & Views, click on the dates below:
Have a great fall season!
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