Blog

Recording from March 31, 2020.

As the markets continued to respond unfavorably to the spread of the Coronavirus, the Affiance Investment Committee hosted a conference call discussing updates to what we know and what we don't know, any changes in our outlook on the situation, and any changes we've made to your portfolios.

Recording from March 24, 2020.

As the markets continued to respond unfavorably to the spread of the Coronavirus, the Affiance Investment Committee hosted a conference call discussing updates to what we know and what we don't know, any changes in our outlook on the situation, and any changes we've made to your portfolios.

By Marc Usem

Looking back at the market dislocations and economic shocks that have occurred during my lifetime may provide some guidance for what may lie ahead.

Recording from March 17, 2020.

As the markets continue to respond unfavorably to the spread of the Coronavirus, the Affiance Investment Committee hosted another conference call discussing updates to what we know and what we don't know, any changes in our outlook on the situation, and changes we've made to your portfolios.

Recording from March 10, 2020.

As the markets continued to respond unfavorably to the spread of the Coronavirus, the Affiance Investment Committee hosted a conference call discussing what we have done to prepare for this type of uncertainty, short-term and long-term expectations for the markets, and our plans for rebalancing your portfolios.

A conversation between Steve Lear, ChFC, CLU, BFA™ and Marcia Zappa

For years now, I have been listening to Steve Lear tell anyone who would listen how great it is to rent instead of own a home. Even more unconventionally (at least for suburban Midwesterners), he recently added a car to the list of things it is unnecessary to own.

Event recording from January 27, 2020.

Affiance Financial's Seth Meisler and Marc Usem share their take on what to expect from the markets in 2020 and beyond. In their 2020 Market Forecast Presentation, Seth and Marc take a look back at 2019, examine the Fed’s great balancing act, and explain why they are “cautiously optimistic” about the future.

By Kyle Berg, CFP®, BFA™

At the end of 2019, President Trump signed into law the Setting Every Community Up For Retirement Enhancement (SECURE) Act (A title like that could come in handy for a trivia question someday).

By Kyle Berg, CFP®, BFA™

With 2019 in the rearview, we look forward to 2020. As you can imagine, with a new year comes changes to some key financial planning items. Below is a table showing some of the key adjustments for the 2020 tax year.

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

“It’s the way the human brain works: when enough events occur in a pattern, we stop thinking and go into macro mode.” N. K. Jemisin