Investments

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.

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 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

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

By Kyle Berg, CFP®, BFA™

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.”

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

Event recording from January 28, 2019.