Blog

Our clients have long shown an interest in socially responsible investing, and we’ve worked to accommodate these requests individually over the years. It only makes sense that we would, seeing how well socially responsible investing fits with our mission: working to make people’s lives better.

By Seth Meisler, CFA, CPA/PFS, CFP®, BFA™ and Marc Usem

The road to success is dotted with many parking spaces. — Will Rogers

Ever wonder what led our advisors to the financial planning industry? In honor of April being financial literacy month, we asked our team what sparked their interest in becoming financial planners.

Affiance Financial is pleased to share the following article by Steven E. Warren, CPA, MBT. Mr. Warren practices accounting and consulting at Schechter Dokken Kanter, a Minneapolis CPA and consulting firm. Mr. Warren can be contacted at swarren@sdkcpa.com or 612-332-9391.

Event recording from January 28, 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

By Kyle Berg, CFP®, BFA™

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.

By Kyle Berg, CFP®, BFA™

At Affiance Financial, it is one of our core values to stay curious. Part of that includes staying up to date on the current — and always changing — laws that affect financial planning.

By Kyle Berg, CFP®, BFA™

There is a rumbling amongst the younger segment of the population. Most notably, the Millennials, who are in the process of trying to turn the traditional idea of retirement on its head.

By Dan Lear, CFP®, BFA™

With help from think2perform.

As part of our recent BFA™ training, the advisors at Affiance Financial teamed up with think2perform to help increase the ways that we can help you, our valued clients. One key concept that think2perform teaches advisors is the Smart Money Philosophy.