Skip to main content

Client Portal      

  • Home
  • Insight and Events
    • Overview
    • Insight
    • Events
  • Team
    • Affiance Financial
    • Partners
    • Advisors
    • Investment Committee
    • Support Team
    • Join Our Team
  • Approach
    • Overview
    • Values
    • Process
    • Contact Us
    • Join Our Team
  • Services
    • Overview
    • Financial Planning
    • Investment Planning
    • Risk Management Planning
    • Estate and Legacy Planning
    • Corporate Retirement Plans
  • Client Center
    • Overview
    • Pay My Bill
    • Client Portal
    • ShareFile
    • Schedule a Meeting
    • Useful Websites

   

 

    You are here

  1. Home
  2. Blog

Blog

Star Wars Movie Event

Submitted by Affiance Financial on December 4th, 2019

Affiance Financial invites you to our final Star Wars Movie Event! We’re renting screens at ShowPlace ICON Theatre at West End for a private screening of Star Wars: The Rise of Skywalker.

Tags:
  • Events
  • Read more

Food Drive

Submitted by Affiance Financial on December 4th, 2019

One in 10 Minnesotans are at risk of hunger each day. 

Please join us as we team up with The Food Group — a local food bank dedicated to providing food for the fight against hunger in Minnesota.

Tags:
  • Events
  • Read more

2019 Year-End Income Tax Planning Ideas to Consider Now

Submitted by Affiance Financial on November 22nd, 2019
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.

With 2019 winding down, it’s time for one more look to see whether there are worthwhile tax saving opportunities that you can still take advantage of before the calendar shuts the door.

Tags:
  • Financial Planning
  • Tax Planning
  • Read more

Pay Yourself First

Submitted by Affiance Financial on October 29th, 2019

By Kyle Berg, CFP®, BFA™

As a firm, we are blessed with the clients we have. A number of them go out of their way to help support those they love. This often means helping their parents as they age, but it also includes helping their adult children. While we admire our clients’ desires to help those around them, this could pose a serious issue, maybe not immediately, but rather much further down the road.

Tags:
  • Financial Planning
  • Retirement Planning
  • Read more

Fall 2019 Market Commentary

Submitted by Affiance Financial on October 8th, 2019

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

From October 1, 1999 to September 30, 2009, a period of ten years, the S&P 500 had an annualized return of –0.2% (this includes dividends reinvested). Emerging markets had an annualized return of 11.7%. Fast forward a decade to the next set of ten year returns from October 1, 2009 to September 30, 2019. During these last ten years, the annualized return of the S&P 500 was 13.2%, while the ten year annualized return of emerging markets was just 3.7%.

Tags:
  • Investments
  • Market Commentary
  • Read more

Financial Fundamentals – Traditional IRA vs. Roth IRA

Submitted by Affiance Financial on September 12th, 2019

By Kyle Berg, CFP®, BFA™

A question that we are often asked, on a pretty regular basis, is if someone should contribute to a Traditional IRA or Roth IRA. Like most things in our industry, we have a phrase for something like this, “it depends.”

Tags:
  • Financial Planning
  • Read more

Financial Fundamentals – Risk Tolerance vs. Risk Capacity

Submitted by Affiance Financial on August 15th, 2019

By Kyle Berg, CFP®, BFA™

One of the reasons our clients hire us is to help make the complex world of investing easier to navigate. Sometimes it seems that those who work in financial services speak their own language. There tends to be a disconnect, or miscommunication, when we try and bring complex financial terms down to a more simple level. This is often the case with risk tolerance and risk capacity. While they sound similar, they hold very different meanings and can affect your financial plan in very different ways.

Tags:
  • Financial Planning
  • Investments
  • Read more

Apps Can Make Teaching Your Kids About Money More Fun

Submitted by Affiance Financial on August 8th, 2019

September is a great time for a fresh start. After summer’s fleeting nature permits — no, DEMANDS — a break from drudgery, September feels like the perfect time to buy a new planner, write a to-do list, or tackle a project you’ve been avoiding. If one of those projects is teaching your kids about money, we have an idea that might help.

  • Read more

Our Favorite Summer Vacation Memories

Submitted by Affiance Financial on July 18th, 2019

Summertime in Minnesota — a few short months of (mostly) beautiful weather, along with boating, beaches, the Great Minnesota Get Together, a break from school for the kids, family vacations, and more! In this month’s blog, a few of our team members share their favorite summer vacation memories.

Tags:
  • Affiance Updates
  • Read more

Summer 2019 Market Commentary

Submitted by Affiance Financial on July 8th, 2019

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.”

Tags:
  • Investments
  • Market Commentary
  • Read more
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • …
  • next ›
  • last »

Categories

  • Affiance Updates (16)
  • Charitable Giving (9)
  • College Planning (3)
  • Estate & Legacy Planning (6)
  • Events (3)
  • Financial Planning (31)
  • Investments (14)
  • Market Commentary (16)
  • Retirement Planning (6)
  • Tax Planning (9)
  • Videos (8)

Get in Touch

CONTACT

  • 600 Highway 169 S., Suite 1750
    St. Louis Park, MN 55426
  • Phone: (952) 544-9818 (800) 570-2941
  • Email: affiancemail@affiancefinancial.com

JOIN OUR EMAIL LIST

INFORMATION

  • Sitemap
  • Privacy Notice
  • Our ADV
  • Important Disclosures

Securities and advisory services offered through Private Client Services. Member FINRA/SIPC. Advisory services also offered through Affiance Financial, a Registered Investment Adviser. Private Client Services and Affiance Financial are unaffiliated entities. 

We are licensed to sell Insurance.

© 2019 Affiance Financial. All rights reserved.

Website Design For Financial Services Professionals