Syverson Strege’s Core Values: Diligence

By Cameron Pietzsch, Client Service Associate

Market Update

Check out our Q2 Market Update from Chief Investment Officer Jason Gunkel to learn more about insights on the Magnificent 7, short-term bond rates and what the market could look like heading into presidential election season.

Podcast

Financial Transitions

Unsure about when you might want to seek out a CERTIFIED FINANCIAL PLANNER™ practitioner to assist with financial transitions? Jennifer Scheck provides insights in this short Finance Moment podcast episode. You can listen to the full episode here.

In The News

NAPFA Advisor Article

At Syverson Strege, leading with our core values and an education mindset – and sharing those with our clients and prospective clients through the work we do each day – has been a focus for nearly 30 years. In the July issue of NAPFA Advisor, we were asked to share more about our values-based marketing approach. Read the full article here.

Events

Just a Few Spots Left!

• Aug. 14: Older Iowans Day at the Iowa State Fair (ages 60 and older) – We are taking up to 20 clients to the Iowa State Fair for a day of fun, including transportation, entry ticket, $10 in food/drink coupons and a cup of Barksdale cookies! Limited to the first 20 to RSVP to Deb Longseth; first come, first served.
• Sept. 6: Power of Connection Women’s Series: Women in Business Breakfast, 9-11 a.m. at Raccoon River Park Nature Lodge, 2500 Grand Ave, West Des Moines, IA 50265. (Brunch will be provided.)

• Oct. 3: Client Appreciation Event @ Rewind Hotel in West Des Moines; 4:30-7:30 p.m. (Heavy appetizers and beverages will be provided.) Formal invitation to come!

• Oct. 10: “The 2024 Election: How It Could Affect the Markets and Your Portfolio” virtual event, Noon-1 p.m. Presented by Dr. Apollo Lupescu, Vice President at Dimensional Fund Advisors and Jason Gunkel, Chief Investment Officer at Syverson Strege.
• Oct. 23: “Protect Yourself by Being Cybersmart” workshop, 11:30 a.m.-1 p.m. at the Syverson Strege office. Virtual option available via Zoom. Lunch will be provided for those attending in person. 

RSVP for these events to Deb Longseth at (515) 225-6000 or

dlongseth@onlyworkforyou.com. 

Philanthropy

Most Giving Companies in Iowa 2024

We are honored to be included in the Grateful Giving inaugural edition of the Most Giving Companies in Iowa 2024 Annual Report that recognizes businesses leading the state in charitable giving! Our give-back mentality is truly both a corporate and individual mindset – our 24 team members serve more than 50 nonprofits and charities each year. Check out our short video on our “give back” philosophy: 

Award rating provided by The Grateful Giving Foundation that recognizes businesses leading the state in charitable giving. Rating provided on 06/11/2024 for the period 01/01/2023-12/31/2023. No compensation has been provided by Syverson Strege with obtaining or using this rating. 

Dress for Success

Recently, our team proudly donated clothing, shoes and accessories to Dress for Success Des Moines to support women as they embark on their career journeys. Learn more about how you can get involved and support their mission at https://desmoines.dressforsuccess.org/.

30^th Annual Jr. Achievement Golf Classic

Chief Investment Officer Jason Gunkel and Financial Planner Bobby Daniels recently participated in the Jr. Achievement Golf Classic at Glen Oaks Country Club. As a patron sponsor of this year’s event, we are proud to continually support the life-changing programs that Jr. Achievement of Central Iowa provides through financial literacy, entrepreneurship and work readiness programs at no cost to students.