Insight and Events
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.
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.
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).
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.
When we have an initial conversation with a prospective client, we almost always ask about estate planning.
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