Syverson Strege

07/20/2026

We were honored to sponsor the Junior Achievement of Central Iowa Rising Women event last week and support an incredible day dedicated to inspiring and empowering young women.

We're especially proud of Financial Planner Jennifer Scheck who led a breakout session focused on building financial confidence and helping attendees prepare for a successful future.

Thank you to Junior Achievement for investing in tomorrow's leaders. It was a privilege to be part of such a meaningful event!

07/17/2026

The markets made an impressive comeback in the second quarter, but what does it mean for your investments?

In our latest Market Update, Chief Investment Officer Jason Gunkel explains the key market trends, inflation, interest rates, AI, and why maintaining a diversified portfolio is as important as ever.

Watch the video to hear our latest insights: https://youtu.be/2-fbwpzC5cc?si=cNIZs_GpNazJAQiZ

07/16/2026

A company's stock market debut can generate plenty of excitement, but is it the right investment for you?

In our latest Finance Moment podcast episode, Chief Investment Officer Jason Gunkel explores the opportunities and risks of IPO investing and shares why it's important to look beyond the buzz before making investment decisions.

🎧 Tune in today!

07/13/2026

We are excited to welcome Kevin McLean, CFA, to the Syverson Strege team as our new Senior Portfolio Manager!

Kevin brings more than 20 years of investment experience and a genuine passion for helping people make smart, long-term investment decisions. As the first person to hold this newly created position, he will help strengthen our investment management capabilities while working closely with our financial planners to serve clients.

Learn more about Kevin here: https://www.onlyworkforyou.com/kevin-mclean

Please join us in giving Kevin a warm welcome!

07/08/2026

We're honored to be the Presenting Sponsor of 100+ Women Who Care DSM!

This event is a wonderful opportunity to support local nonprofits, strengthen our community and see firsthand how collective generosity creates lasting impact.

Interested in attending? Visit 100WomenWhoCareDSM.com for details.

We've randomly selected three AMAZING local nonprofits to give 5 minute presentations for our next event on July 13! Join us to find out who they are and to cast your vote! Pool your donation with a hundred more local women to make a real difference for a nonprofit and the lives they touch!

07/07/2026

Did you know that using your credit card occasionally can help you spot fraudulent activity more quickly?

Associate Financial Planner Teresa Baumann shared her expertise with U.S. News and World Report. In the article, she explains why it's beneficial to use your credit card from time to time, review your statements regularly, and pay the balance in full every month to avoid interest.

Congratulations, Teresa, on being featured!

Read more:

Make sure you use your card often enough to avoid seeing the issuer close it, which can hurt your credit score.

07/04/2026

Happy 4th of July!

We hope you enjoy a safe and meaningful holiday filled with family, friends and time to reflect on the blessings we share. Thank you for allowing us to be part of your financial journey. ❤🤍💙

07/03/2026

07/02/2026

Happy 6th Work Anniversary, Lance Knaack! 🎉

Thank you for six years of dedication to our clients and team. We appreciate all you do and are grateful to have you as part of Syverson Strege.

Congratulations on this milestone! 👏

07/01/2026

Our latest edition of News & Views has arrived!

Inside this issue:
✔️ Tips for a mid-year financial check-in from Associate Financial Planner Lance Knaack
✔️ Building a family legacy that lasts with Senior Financial Planner Wayne Johnson
✔️ A Father's Day reflection on legacy from Associate Financial Planner Cameron Pietzsch
✔️ Upcoming client events, including our Travel Workshop and Bingo Social
✔️ Community impact stories and volunteer highlights
✔️ A team member spotlight featuring Associate Financial Planner Michaela Bradley

Check out the latest edition today: https://conta.cc/4w2wig6