Insight and Events
Market Volatility Conference Call RecordingSubmitted by Affiance Financial on March 11th, 2020
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.
Economic Decisions Change Based on Your SituationSubmitted by Affiance Financial on February 26th, 2020
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.
2020 Market Forecast Presentation RecordingSubmitted by Affiance Financial on January 29th, 2020
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.
The SECURE Act, and what it might mean for youSubmitted by Affiance Financial on January 17th, 2020
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).
Financial Planning Changes for 2020Submitted by Affiance Financial on January 17th, 2020
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.
Winter 2020 Market CommentarySubmitted by Affiance Financial on January 9th, 2020
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
2020 Market Forecast PresentationSubmitted by Affiance Financial on December 19th, 2019
Join Affiance Financial's Seth Meisler and Marc Usem as they discuss the state of the economy and our expectations for the markets in 2020.
Financial Fundamentals – Estate EssentialsSubmitted by Affiance Financial on December 13th, 2019
When we have an initial conversation with a prospective client, we almost always ask about estate planning.
Star Wars Movie EventSubmitted by Affiance Financial on December 4th, 2019
Food DriveSubmitted 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.
Check back soon for upcoming events