Why I Find Joy in Receiving a Great Holiday Letter

by Lance Gunkel, CFP®, CFA, Managing Director

We have numerous holiday traditions in my family, and one of my favorites is collecting and reading holiday cards and newsletters!

The first card usually floats into our mailbox just after Thanksgiving and they continue to arrive until just past the new year. My wife reads them right away, but I …

New Video

Here are a few words of wisdom from Syverson Strege employees in our new “Give Back” video.

Wayne Johnson: “What is a gift useful for if you can’t use it to help others?"

Nicole Tripp: “I want every child to know that they are worthy and feel love.”

Tim Schau: “I give back to the community by volunteering to help the homeless.”

Matt Roberts: “If we don’t do it, who else will?”

Watch our new video where Wayne, Nicole, Tim, and Matt share how they give back.

Podcast

Holiday Notice

You Might be Getting a Raise in 2023

Inside Look

New Employee

Our first “It’s a Wrap” gift wrapping event for our clients was a huge success! Multiple clients stopped by to have Syverson Strege employees wrap their holiday gifts. Refreshments and holiday cheer were enjoyed by all!

Out and About

Creston High School FBLA Class Visit

Shannon Smith, a business teacher at Creston High School and temporary employee this past summer at Syverson Strege, brought a group of her FBLA (Future Business Leaders of America) students to visit the Syverson Strege office. Chief Investment Officer Jason Gunkel gave them a tour and overview of what our company does and what the job of a financial planner entails, including the requirements necessary to obtain the CFP® designation. A few of our associate financial planners also shared their journey of becoming financial planners.

Syverson Strege was thrilled to be a sponsor of the The DIRTT Project LIVE! conference in early December. Chief Planning Officer Matt Roberts hosted a session on the importance of having a collaborative team in farm succession planning. Our long-time partner, Rena Striegel from Transition Point Business Advisors, is the creator of The DIRTT Project which provides training to give the American farmer full control of their succession plan.

The Syverson Strege staff holiday party had a different twist this year! Some people came dressed in their ugly holiday sweaters and some participated in a white elephant gift exchange. The most unique and silly gifts included worm castings and an ancient Avon men's cologne bottle in the shape of a marlin!

Syverson Strege Client Portal Access on Your Phone

Did you know you can easily add the client portal website icon to your phones home screen for quick access of up-to-the-minute account information? Simply add a bookmark to your phones home screen and it will look and function just like an app. When opened, it will take you to the client portal account login page. Click here for simple steps to add the bookmark icon to your phone. If you have any questions, call one of your planners and they can assist.

Philanthropy

We are proud to support philanthropic endeavors in central Iowa, including being a sponsor of and attending the Des Moines National Philanthropy Day luncheon and the 2022 Story County Outstanding Philanthropy Award Winners luncheon. These annual events are organized by the Association of Fundraising Professionals Central Iowa Chapter and Story County Alliance for Philanthropy, respectively.

It’s always an honor to support local charities with our end-of-year corporate giving, and this year it was a blessing to contribute to Orchard Place, Meals from the Heartland, and Food Bank of Iowa!