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Insight

Insight and Events

Insight

Five Important Questions When Considering A New Home

Submitted by Affiance Financial on June 19th, 2019

By Marcia Zappa and Steve Drost, CFA, CFP®, BFA™

Buying a home is a daunting task for anyone at any stage of life. Buying a home while raising a toddler with another one on the way can just about put you over the edge. I would know, as this is something I recently did.

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We Can’t Accept Texts — Here’s Why

Submitted by Affiance Financial on June 5th, 2019

For many of us, texting has long replaced calling. Phone calls can be time-consuming. They don’t always come at convenient times. And, it can be hard to keep a phone call private. Whereas texting is generally more efficient, less disruptive, and private. We understand. But we can’t accept texts at this time.

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Lessons From Omaha

Submitted by Affiance Financial on May 29th, 2019

By: Brendan Halleron, BFA™

For five years and counting, I have been fortunate enough to attend the Berkshire Hathaway Annual Shareholders Meeting. Known as “The Woodstock of Capitalism,” this annual meeting attracts more than 42,000 people each year and has become more spectacle than summit. Held during the first weekend in May, this meeting turned weekend spectacle provides investors from around the world with an opportunity to meet, network, and gain wisdom from two of the most well-known investors ever: Warren Buffet and Charlie Munger.

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Socially Responsible Investing — Doing good and also doing well.

Submitted by Affiance Financial on April 24th, 2019

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.

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  • Investments
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Spring 2019 Market Commentary

Submitted by Affiance Financial on April 17th, 2019

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

The road to success is dotted with many parking spaces. — Will Rogers

Tags:
  • Investments
  • Market Commentary
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What Led Our Advisors to the Financial Planning Industry?

Submitted by Affiance Financial on March 28th, 2019

Ever wonder what led our advisors to the financial planning industry? In honor of April being financial literacy month, we asked our team what sparked their interest in becoming financial planners.

Tags:
  • Affiance Updates
  • Financial Planning
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The Health Savings Account — Is It Right for You?

Submitted by Affiance Financial on February 27th, 2019

Affiance Financial is pleased to share the following article by Steven E. Warren, CPA, MBT. Mr. Warren practices accounting and consulting at Schechter Dokken Kanter, a Minneapolis CPA and consulting firm. Mr. Warren can be contacted at swarren@sdkcpa.com or 612-332-9391.

Tags:
  • Financial Planning
  • Tax Planning
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2019 Market Forecast Presentation

Submitted by Affiance Financial on February 5th, 2019

Event recording from January 28, 2019.

 

 

 

Tags:
  • Financial Planning
  • Investments
  • Market Commentary
  • Videos
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Winter 2019 Market Commentary

Submitted by Affiance Financial on January 9th, 2019

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

This Is What Volatility Feels Like

The only thing that makes life possible is permanent, intolerable uncertainty; not knowing what comes next. — Ursula K. Le Guin

Tags:
  • Investments
  • Market Commentary
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Financial Fundamentals — Emergency Reserve

Submitted by Affiance Financial on January 2nd, 2019

By Kyle Berg, CFP®, BFA™

It’s another new year, and this time you are ready. You have taken the time to create a budget and give each dollar a job. You might even be using an app to track your spending. This is going to be your most financially organized year yet! When all of a sudden, something happens. Something we call the certainty of uncertainty.

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  • Financial Planning
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Events

Food Drive

Location: 
Affiance Financial
Date: 
Sunday, December 22, 2019 - 8:00am - 4:00pm

One in 10 Minnesotans are at risk of hunger each day. 

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Star Wars Event

Location: 
ShowPlace ICON Theatre at West End
Date: 
Sunday, December 22, 2019 - 4:00pm - 7:00pm

 

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Insight and Events

  • Overview
  • Blog
  • Events

Categories

  • Affiance Updates (16)
  • Charitable Giving (9)
  • College Planning (3)
  • Estate & Legacy Planning (6)
  • Events (3)
  • Financial Planning (31)
  • Investments (14)
  • Market Commentary (16)
  • Retirement Planning (6)
  • Tax Planning (9)
  • Videos (8)

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    St. Louis Park, MN 55426
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