Recording from March 17, 2020.

As the markets continue to respond unfavorably to the spread of the Coronavirus, the Affiance Investment Committee hosted another conference call discussing updates to what we know and what we don't know, any changes in our outlook on the situation, and changes we've made to your portfolios.

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.

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.

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 Kyle Berg, CFP®, BFA™

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).

By Kyle Berg, CFP®, BFA™

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.

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

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.

By Kyle Berg, CFP®, BFA™

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

Affiance Financial invites you to our final Star Wars Movie Event! We’re renting screens at ShowPlace ICON Theatre at West End for a private screening of Star Wars: The Rise of Skywalker.