The third quarter of 2024 delivered another positive return with the S&P 500 gaining 5.4% and bringing year-to-date gains to a stunning 20.7%.
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As we approach a period of uncertainty and change, driven by the upcoming presidential election...
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The terms tax planning and tax preparation are often used interchangeably, but these professional services are actually very different.
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Having a plan for the certainty of uncertainty is a fundamental part of comprehensive financial planning.
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Corporate-sponsored 401(k) plans are one of the most common investment accounts used to save for retirement.
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The second quarter of 2024 saw the broad U.S. market gain 4.3%, while international developed stocks were flat.
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Streamlining Your Communication with Affiance Financial
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Investment Management and Financial Planning have a lot in common.
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One of the most common questions I receive from clients is, “Should I do a Roth IRA conversion?” Every time, my answer remains absolute: “It depends!”
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The first quarter of 2024 was the best for stocks since 2019, with the S&P 500 gaining 10.4% and reaching a new all-time high of 5,254.
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Financial Literacy is the knowledge that allows you to earn, save and invest, protect, spend, and borrow money with confidence.
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We are planning an important project, and we need your help.
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