By Seth Meisler, CFA, CPA/PFS, CFP®, BFA™ and Marc Usem
Summertime is one of the big times of the year for blockbuster movies. This seems somewhat ironic, since summer is also a great time to get outdoors. Nevertheless, if we were to give the last quarter a movie title, the one that comes to mind is “Twister.”
By Marcia Zappa and Steve Drost, CFA, CFP®, BFA™
Buying a home is a daunting task for anyone at any stage of life. Buying a home while raising a toddler with another one on the way can just about put you over the edge. I would know, as this is something I recently did.
For many of us, texting has long replaced calling. Phone calls can be time-consuming. They don’t always come at convenient times. And, it can be hard to keep a phone call private. Whereas texting is generally more efficient, less disruptive, and private. We understand. But we can’t accept texts at this time.
For five years and counting, I have been fortunate enough to attend the Berkshire Hathaway Annual Shareholders Meeting. Known as “The Woodstock of Capitalism,” this annual meeting attracts more than 42,000 people each year and has become more spectacle than summit. Held during the first weekend in May, this meeting turned weekend spectacle provides investors from around the world with an opportunity to meet, network, and gain wisdom from two of the most well-known investors ever: Warren Buffet and Charlie Munger.
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
The only thing that makes life possible is permanent, intolerable uncertainty; not knowing what comes next. — Ursula K. Le Guin
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