News & Views
November 26, 2021
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What do axe throwing and Syverson Strege employees have in common? Team building! Several times a year, Syverson Strege schedules a team-building activity to build camaraderie.
As the dictionary defines it, camaraderie is “mutual trust and friendship among people who spend a lot of time together.” The good news is we spend a lot of time together, enjoy mutual trust and friendship, like working with each other, and use our positive inter-office relationships to benefit you, our clients.
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Year-end Tax Planning: 7 Important December Deadlines
By Matt Roberts, MFM, CFP®, CAP®
Chief Planning Officer, Financial Planner
With the end of the year fast approaching, now is the time to ensure your ducks are in a row to take advantage of charitable giving opportunities, tax-deferred growth investments, and other tax-related strategies.
Items to handle before December 31…
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Position Available: Marketing & Communications Coordinator
The Marketing & Communications Coordinator will provide support to the marketing and communications department by coordinating social and digital media and communications as well as administrative support. This person will provide support in the areas of writing social media and blog articles, website updates, the format of emails, registrations for events, assist with SEO, track digital analytics, and proof and edit content. Click here for a full job description.
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Rising Inflation
We hosted an event, “Rising Inflation: What it Means for You and Your Investments” on Tuesday, November 16.
Over 40 people signed up either online or in-person to learn what they needed to know about inflation from Chief Investment Officer Jason Gunkel, and Georgi Popov, senior vice president and product strategist from PIMCO, a global investment management firm.
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They reviewed information about the history of inflation, what causes inflation, how inflation affects your investment portfolio, types of inflation, and more.
If you missed it, please read Jason’s recent article on inflation by clicking here. We will share the recording from the event if the recording is approved by our compliance department.
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Community Involvement/Philanthropy |
Delta Dental of Iowa/United Way of Central Iowa
Syverson Strege donated a gift basket for Delta Dental of Iowa’s silent auction to help them reach their goal of raising $100,000 for the United Way of Central Iowa.
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Meals from the Heartland
MORSEL COMBAT raises enough $ for an average of 500,000 meals in this annual fundraising event! It is a unique culinary event showcasing premier chefs and restaurants from central Iowa’s thriving food scene. Each chef team created and presented a small-plate menu item. Then, diners and local celebrity judges determined their favorite dish and decided who is named MORSEL COMBAT’S Top Chef. The fundraiser provided an evening full of food, fellowship, and support for the fight against hunger.
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DMARC Food Drive
Syverson Strege held a food drive for the DMARC Food Pantry Network and collected 559 items! Innovation and teamwork led to three putt-putt golf holes at our office and a lively competition between three Syverson Strege teams. Which is your favorite hole?
DMARC assists 18,500 people every month through its network of 14 partner food pantries and 28 Mobile Food Pantry locations. They are committed to providing healthy food options and fresh fruits and vegetables. It is an honor to partner with DMARC to fight food insecurity!
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Email Deb Longseth with your vote! Next month we will reveal the team and its members.
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Marshalltown, Iowa
A regional client appreciation event was held in Marshalltown, Iowa at Wayward Social... a place for fun, food, bowling, families, parties, games, great pizza, and more. Attending from Syverson Strege were employees Ben Geiger, Mike Murkins, David Strege, Tim Roemmich, and Wayne Johnson.
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Southeast Iowa
Syverson Strege hosted a regional client appreciation event in Southeast Iowa in West Point, Iowa. Wayne Johnson, Lance Knaack, Deb Longseth, and Julie Summa from Syverson Strege greeted and thanked our many clients in Southeast Iowa.
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Aveena Partners
Managing Director Lance Gunkel participated in the Aveea Partners virtual conference called “Become More.” Lance viewed sessions on how to tap into talent, process, leadership, and facilitation optimization with experts in a wide variety of industries.
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Wildwood Hills Ranch
The mission of Wildwood Hills Ranch (WHR) is to transform lives and strengthen communities by providing healing, hope, and God’s unconditional love to children and youth at risk.
Founded in 2001, WHR is a 400-acre safe haven located 25 minutes south of West Des Moines in St. Charles, Iowa. They are a year-round facility that serves vulnerable youth and veterans and their families. They make an impact through educational programming, leadership development, job skills training, and equine (horse) therapy. They make a ten-year commitment to the youth and work with them from age eight to age 18.
As a side note, David Strege has had the privilege of serving the youth of Iowa through various roles at WHR. During the summer, David helps summer campers ages 8-12 with fishing every Wednesday. During the school year, David teaches personal finance to teenagers. This year, David helped start a worm farm and WHR plans to use the profits from the castings as fertilizer to support 80-85 campers per year. David’s wife, Jen, became involved in learning to drive the Percheron draft horse team at WHR.
Watch this video to enter the WHR world and learn about Benjamin Cohen’s life-changing journey.
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Merry Christmas and Happy Holidays! |
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Please note that Syverson Strege employees will be off on Thursday, December 23, and Friday, December 24 in observance of Christmas. Employees will resume work on Monday, December 27. Happy Holidays and Merry Christmas!
We will also be closed on Friday, December 31 and Monday, January 3. We will resume normal business on Tuesday, January 4, 2022.
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100 times! That’s roughly how many times Congress has raised the debt ceiling since 1939. What is the debt ceiling, why do we have it, and how does it affect the stock market? Find out from Lance Knaack in this Finance Moment mini-podcast.
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How common is it for couples to have differing views on risk for their investments? Listen to Lance Gunkel’s latest Finance Moment mini-podcast to find out. Also learn the main steps to help work through differences for risk-seeking and risk-averse partners.
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Articles
In case you missed these articles on social media…
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Is cryptocurrency a good investment? Read Managing Director Lance Gunkel’s article as he disentangles the complicated world of cryptocurrency and learn his perspective about investing in cryptocurrency.
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Will today’s rising inflation be like the ‘70s? Find out what Jason Gunkel thinks in his new blog article. Also learn what causes rising inflation, how inflation affects asset classes, what the Feds are doing about it, and what changes investors might need to make because of inflation.
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Read a 20-year-old’s perspective on the age of technology and learn 10 ways to protect yourself from cybersecurity attacks. Also learn the most common types of cyberattacks in this new blog article written by Lauryn Woerdeman, our fall Iowa State University intern.
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