Syverson Strege

09/03/2026

We're proud to celebrate our client, Ann Menke, founder and president of Menke & Company CPA, whose inspiring journey from helping balance the family business at her kitchen table to leading one of southeast Iowa's premier accounting firms is a testament to the power of hard work, integrity and community.

Her story highlights the values that have guided her success and the lasting impact she's made on the people and communities she serves.

Disclosure: Ann Menke is a client of Syverson Strege. No compensation was provided to obtain or promote this article. This article is being shared for informational purposes only and should not be interpreted as a recommendation of Syverson Strege.

This is about a girl who went from a seat at the kitchen table to become the top chair at the boardroom table.

09/02/2026

We loved hosting the West Des Moines Chamber of Commerce's Breakfast B4 Business at Syverson Strege this morning.

A big thank you to everyone who stopped by to connect, share ideas and start the day together. We’re proud to be part of such an engaged and supportive business community! 💙

09/02/2026

Think index funds were designed to be investments? Think again.

In the latest episode of Investing Insight, Chief Investment Officer Jason Gunkel shares the surprising history behind market indexes, and how a tool created to measure the market eventually became one of the most popular ways to invest in it.

But there’s an important question to consider: Does buying more of a company simply because it has gotten bigger make it a better investment?

Watch the latest episode to hear Jason break it down and explore what market-cap weighting really means for your portfolio: https://youtu.be/0b5Axbkly3w

09/01/2026

We’re celebrating Matt Roberts, our Chief Planning Officer, and his 16 years with the Syverson Strege team!

Thank you, Matt, for the expertise, leadership and dedication you bring to our clients and our team.

Help us wish Matt a happy work anniversary! 👏

08/26/2026

If you’ve followed the markets over the past few years, you’ve heard plenty of reasons to be concerned: inflation, recession fears, tariffs, interest rates and questions about an AI bubble.

So how did we get here?

In the latest episode of Investing Insight, Senior Portfolio Manager Kevin McLean looks back at the unexpected beginning of this bull market in 2022 and explores what has continued to drive it forward.

🎧Tune in to the latest Investing Insight to hear the full story and why focusing on the fundamentals can help cut through the noise.

08/25/2026

What can ultrarunning teach us about leadership?

For Syverson Strege's Managing Director Lance Gunkel, one lesson stands out: “Run the mile you’re in.”

Focus on the next challenge, control what you can and keep moving forward, even when the finish line feels far away.

Read Suzanna de Baca's full article for more leadership lessons from the endurance world: https://www.businessrecord.com/on-leadership-one-mile-at-a-time/

Did you ever do something you never dreamed you could do?

Suzanna de Baca shares her experiences at the Whiterock Ultra in C**n Rapids in this week's On Leadership: https://www.businessrecord.com/on-leadership-one-mile-at-a-time/

08/24/2026

What a great day at the Iowa State Fair! 🎡🌽

Thank you to everyone who joined us for our annual Client Day at the Fair last week. We’re grateful for the opportunity to not only work with you, but to enjoy time together outside the office, too.

Until next year! 👋

08/21/2026

We’re excited to launch a new series featuring insights from our investment professionals on topics that can impact your portfolio and your long-term financial plan.

In the first episode of Investing Insight, Jason Gunkel, Chief Investment Officer, discusses index fund concentration, including how a small number of large companies can make up a significant portion of major market indexes.

Is an index fund always as diversified as it appears?

Tune in to Episode 1 of Investing Insight to hear Jason explain what investors should consider.

08/14/2026

Today is National Financial Awareness Day! 💙

At Syverson Strege, we believe every financial plan should be as unique as the person it's built for.

Today, take a few minutes to reflect:
✔️ Are your financial goals still the same?
✔️ Does your investment strategy support those goals?
✔️ Is your estate plan up to date?
✔️ Do you have a trusted advisor who puts your interests first?

Small steps today can make a big difference tomorrow. Let us know if we can help you build a custom financial plan.

08/13/2026

August is National Make a Will Month and it's a great reminder to check one of the most important parts of your financial plan.

A will can help you:
• Decide how your assets will be distributed
• Name guardians for minor children
• Choose your executor
• Reduce confusion and potential family conflict
• Ensure your wishes are documented

Read our latest blog to learn why an up-to-date estate plan can be one of the greatest gifts you leave your family: https://www.onlyworkforyou.com/resources/blog/an-updated-will-protects-your-assets-your-wishes-and-your-loved-ones