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Syverson Strege We exist to enrich and empower your life. Your life goals are our biggest priority.

After 30 or 40 years of saving for retirement, actually spending that money can feel like a big adjustment!And it’s not ...
10/20/2026

After 30 or 40 years of saving for retirement, actually spending that money can feel like a big adjustment!

And it’s not just a mindset shift. Knowing when to withdraw money, which accounts to use and how much you can comfortably spend takes thoughtful planning.

In our latest blog, Financial Planner Tanner Sprouse shares three common mistakes retirees make when shifting from saving to spending, along with ways to avoid them.

Read the blog: https://www.onlyworkforyou.com/resources/blog/the-hardest-retirement-pivot-shifting-from-saving-to-spending

The Syverson Strege team was statewide yesterday! Damian Beard, Jennifer Scheck and Teresa Baumann represented the firm ...
10/16/2026

The Syverson Strege team was statewide yesterday!

Damian Beard, Jennifer Scheck and Teresa Baumann represented the firm and our supporting sponsorship of the West Des Moines Chamber of Commerce October Economic Forecast luncheon.

Lance Knaack, Christina Gayman, Wayne Johnson, Debbie Longseth and Tanner Sprouse hosted our annual Southeast Iowa Client Appreciation Event.

We are grateful for the relationships and opportunities to connect this week!

Our own Jason Gunkel helped deliver 400 bicycles to Carver Elementary School in Des Moines earlier this week, where near...
10/15/2026

Our own Jason Gunkel helped deliver 400 bicycles to Carver Elementary School in Des Moines earlier this week, where nearly every student received a bike of their own! After attending parent-teacher conferences, families could pick up their child's new bike.

We're proud to support opportunities that make a difference for students and families in our community. Happy riding! 🚲

From rising interest rates to the continued growth of AI, there's a lot happening in the markets.In our Q3 Market & Econ...
10/14/2026

From rising interest rates to the continued growth of AI, there's a lot happening in the markets.

In our Q3 Market & Economic Update, Chief Investment Officer Jason Gunkel shares what's driving market performance, what it means for investors and why diversification remains important.

Watch the full video to learn more: https://youtu.be/baD-wCfxfWs?si=17IGUyMgNdSg_bHj

Whether your goals include enjoying retirement, supporting the people you love or making a lasting difference in your co...
10/13/2026

Whether your goals include enjoying retirement, supporting the people you love or making a lasting difference in your community, staying focused on the bigger picture matters.

But with constant market headlines, financial predictions and competing opinions, it's easy to get distracted from what you're ultimately working toward.

At Syverson Strege, we believe thoughtful investing starts with understanding what matters most to you and building a strategy designed to support those priorities over time.

In his latest article, Senior Portfolio Manager Kevin McLean explores how pressure and distractions can influence investment decisions and why a long-term perspective matters.

Read the full article: https://www.onlyworkforyou.com/resources/blog/beware-of-the-bright-lights-when-investing

Let's make it FOUR in a row!Syverson Strege is once again in the running for the West Des Moines Chamber of Commerce Bes...
10/12/2026

Let's make it FOUR in a row!

Syverson Strege is once again in the running for the West Des Moines Chamber of Commerce Best of the West – Best Wealth Management Company, and we would be grateful for your vote!

âś… Vote once per day from your computer AND mobile device.

âś… Find Category #97: Best Wealth Management Company.

âś… Write in Syverson Strege.

🗳️ Vote now through October 31: https://lnkd.in/e9wxs2Nm

We're grateful for the trust and support of our clients, colleagues and community. Thank you for helping us go for four!

A little rain didn't stop us from showing up as a sponsor of last week’s 100 Men on a Mission golf tournament! It’s no s...
10/09/2026

A little rain didn't stop us from showing up as a sponsor of last week’s 100 Men on a Mission golf tournament!

It’s no secret that Jason, Tim R. Cameron and Tim S. love to get time on the course, but that's especially true when it supports causes making a difference in our community.

Thank you to 100 Men on a Mission for all you do!

Did you know there is more than $250 billion sitting in Donor-Advised Funds nationwide? Today is , and it's a great tim...
10/09/2026

Did you know there is more than $250 billion sitting in Donor-Advised Funds nationwide?

Today is , and it's a great time to check your balance, review your giving strategy, and see if a grant recommendation makes sense for your charitable goals this year.

Drop a comment or send a message if you want to chat about how to integrate a DAF into your wealth plan.

Yesterday, our team stepped away from our desks to participate in the Iowa Healthiest State Initiative Annual Walk. Here...
10/08/2026

Yesterday, our team stepped away from our desks to participate in the Iowa Healthiest State Initiative Annual Walk. Here's to healthy habits and a little more movement in our day!

One of the great things about Iowa is the strong community of people who genuinely care about helping others.Chief Plann...
10/07/2026

One of the great things about Iowa is the strong community of people who genuinely care about helping others.

Chief Planning Officer Matt Roberts and Associate Financial Planner Damian Beard experienced that firsthand yesterday at the Mid-Iowa Planned Giving Council Annual Conference.

They spent the day connecting with professionals who share a passion for helping individuals and families give thoughtfully and make a difference in the causes they care about.

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4125 Westown Pkwy, Ste 104
West Des Moines, IA
50266

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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