2019 Market Forecast Presentation
Submitted by Affiance Financial on February 5th, 2019Event recording from January 28, 2019.
About Us
Integrity. Caring. Giving back. Affiance Financial was founded with these principles at heart. And they continue to drive everything we do today.
The Affiance Way
Sure, we’re financial planners. But we’re also much more. We take a broad-based approach to planning your finances, offering strategies and advice that go beyond investments, and helping you make decisions that are right for you.
Taking Action
Our personalized planning process is specifically designed to identify your goals, and help you reach them. We’ve identified six steps to help get your finances in the best condition possible. We call these steps the Affiance Advantage.
Team Approach
Behind each financial planner at Affiance Financial, is a team of professionals working with your best-interest at heart. From paraplanners to client service specialists to executive administrators, everyone at Affiance is here for you every step of the way.
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Blog
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Winter 2019 Market Commentary
Submitted by Affiance Financial on January 9th, 2019
By Seth Meisler, CFA, CPA/PFS, CFP®, BFA™ and Marc Usem
This Is What Volatility Feels Like
The only thing that makes life possible is permanent, intolerable uncertainty; not knowing what comes next. — Ursula K. Le Guin
Financial Fundamentals — Emergency Reserve
Submitted by Affiance Financial on January 2nd, 2019
It’s another new year, and this time you are ready. You have taken the time to create a budget and give each dollar a job. You might even be using an app to track your spending. This is going to be your most financially organized year yet! When all of a sudden, something happens. Something we call the certainty of uncertainty.
