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Steve Lear | Jun 17, 2024

Message From the President: Summer 2024

Message from the President
Streamlining Your Communication with Affiance Financial
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Marc Usem | Apr 10, 2024

Spring 2024 Market Commentary

Investments
Market Commentary
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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Steve Lear | Apr 4, 2024

Three Tips for Making an Impact This Financial Literacy Month

Financial Planning
Financial Literacy is the knowledge that allows you to earn, save and invest, protect, spend, and borrow money with confidence.
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Steve Lear | Mar 13, 2024

Message From the President: Spring 2024

Message from the President
We are planning an important project, and we need your help.
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Steve Lear | Feb 28, 2024

Investing in an Election Year

Investments
One question we are asked every four years, without fail, is: How will the Presidential election affect the stock market?
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Steve Lear | Feb 5, 2024

2024 Virtual Market Forecast Presentation

Financial Planning
Investments
Market Commentary
Videos
Event recording from February 5, 2024.
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Steve Lear | Jan 25, 2024

Financial Planning Changes for 2024

Financial Planning
With a new year comes changes to some key financial planning items.
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MarketCommentary
Steve Lear | Jan 10, 2024

Winter 2024 Market Commentary

Investments
Market Commentary
Most investors would agree that 2023 was a wild ride that ended well.
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Steve Lear | Dec 8, 2023

Message From the President: Winter 2023

Message from the President
It’s no great secret that as financial planners we value referrals. Referrals help us grow our business.
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Steve Lear | Nov 8, 2023

Charitable Giving and Planning for Your Legacy

Charitable Giving
Estate & Legacy Planning
My years of experience in the financial service industry have helped me understand the value and impact charitable giving brings to individuals of all economic
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Steve Lear | Oct 6, 2023

Fall 2023 Market Commentary

Investments
Market Commentary
The U.S. economy continued to grow during the third quarter with an expected increase in gross domestic product (GDP) of 4.9%...
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Tax Planning Header Image
Steve Lear | Oct 2, 2023

Minnesota Tax Legislation: Four changes in 2023 that could affect your tax planning strategy.

Tax Planning
During the 2023 legislative session, lawmakers in Minnesota passed a $3 billion tax bill.
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Phone: (952) 544-9818 (800) 570-2941

Email: affiancemail@affiancefinancial.com

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INFORMATION

Form CRS (Client Relationship Summary) 

Privacy Notice

Disclosure Brochure (Part 2A of Form ADV)

Important Disclosures

   

Advisory services offered through Affiance Financial, a Registered Investment Adviser. Securities and advisory services offered by Registered Representatives and Investment Advisor Representatives through Private Client Services.  Member FINRA/SIPC. Affiance Financial and Private Client Services are unaffiliated entities.

Affiance Financial only transacts business in states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

We are licensed to sell Insurance.

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