Podcast

What Does Rebalancing Your Portfolio Mean?

Who should do it, and how often? In this short Finance Moment episode, Associate Financial Planner Ryan Simpson answers these questions and shares why rebalancing your portfolio is an important component of managing investments. You can listen to the full episode here. 

In The News

The Importance of Ag/Farm

Succession Planning

Chief Planning Officer Matt Roberts recently sat down with the Iowa Agribusiness Radio Network team to discuss the importance of ag/farm succession planning and how to get those conversations started sooner, rather than later to ensure a solid plan can be put in place long before it is needed. You can listen to the conversation here. 

Year-End Financial Planning Tips

Matt also shares year-end financial planning tips and charitable giving strategies in the most recent “Weekend Pour” edition of Maxwell’s Iowa CoffeeCast podcast with Maxwell Schaeffer. Tune in here to this insightful conversation to help you wrap up 2024 and prepare for 2025! 

Events

• Feb. 18 & 25, 2025: Financial Foundations, @ Syverson Strege Office; 5:30-7:30 p.m. both days – this FREE two-part course is designed for individuals ages 18 and older. (Zoom option available.) Learn more and register here, or RSVP for these events to Deb Longseth at (515) 225-6000 or dlongseth@onlyworkforyou.com.

Inside Look

Congratulations to

Cameron Pietzsch!

Congratulations to Cameron Pietzsch, Client Service Associate, for passing the CERTIFIED FINANCIAL PLANNER™ exam in November! Cameron will become an Associate Financial Planner at Syverson Strege effective Jan.1, 2025.

3^rd Annual It’s a Wrap Event

The Syverson Strege elves had fun wrapping gifts for clients at our 3^rd Annual It’s a Wrap event on Dec.13! And thanks to the kindness of our clients and team members, we were able to donate several dozen hats and pairs of mittens to Orchard Place to help ensure the children they serve stay warm this winter.

Syverson Strege voted “Best of the West” for Second Year in a Row

For the second year in a row, we are honored to be voted Best Wealth Management Company in the West Des Moines Chamber of Commerce 2024 Best of the West Awards! Thank you to our clients, partners, families and friends for voting for us – you make what we do special every day of the year!

Disclaimer: Award rating provided by the West Des Moines Chamber of Commerce on 11/5/24 based on the number of votes Syverson Strege received during the voting period 10/1/24-10/31/24. Syverson Strege did not provide any direct or indirect compensation in return for consideration of the rating.

Philanthropy

Festival of Trees and Lights

The 41st annual Festival of Trees and Lights supporting Blank Children's Hospital was held at the end of November in Des Moines. Syverson Strege was proud to sponsor and decorate a tree that was donated and delivered to Wildwood Hills Ranch in St. Charles. The tree’s Western theme is a nod to the ranch’s equestrian therapy program.



Wildwood exists to transform lives and strengthen communities by providing healing, hope and love to children and youth at risk. To learn more, visit https://www.wildwoodhillsranch.org/.

Office Closures

The Syverson Strege office will be closed Wednesday, Jan. 1 for New Year’s Day, and Monday, Jan. 20 in observance of Martin Luther King Jr. Day.