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Insight

Steve Lear | Jun 3, 2021

Five Tips to Help Save Money for a Vacation

Now that travel is picking back up, are you starting to think about where you want to go next?
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Steve Lear | Apr 28, 2021

529 Savings Plans

Education
Financial Planning
Did you know that May 29 is National 529 College Savings Plan Day, or 529 Day?
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Steve Lear | Apr 26, 2021

8 Tips for Investment Diversification

Financial Planning
Today’s market can change when least expected, which is why taking time to thoroughly plan your investments is recommended. Since market changes are
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Steve Lear | Apr 23, 2021

Get to Know Steve Lear

Videos
Get to know Steve Lear as he discusses his career as a Principal and Financial Planner at Affiance Financial!
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Steve Lear | Apr 14, 2021

Spring 2021 Market Commentary

Investments
Market Commentary
It looks like spring is finally here, as many in colder climates are seeing an ushering in of warmer weather. Accompanying spring is a sense of optimism.
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Steve Lear | Feb 26, 2021

Virtual Currency Activity? The IRS Wants to Know About it.

Financial Planning
Risk Management
Tax Planning
Virtual currency: Is it an investment? Is it currency? Is it a side hustle? For a growing number of us, the answer matters.
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Steve Lear | Jan 29, 2021

Identity Theft: What it’s like to have your information stolen – a first-hand account from Principal and Chief Investment Officer Seth Meisler

I want to share my personal experience with you, in hopes that it is helpful if you ever find yourself in a similar situation.
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Steve Lear | Jan 29, 2021

2021 Market Forecast Presentation Recording

Videos
Market Commentary
Financial Planning
Investments
Event recording from January 28, 2021.
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Steve Lear | Jan 12, 2021

Winter 2021 Market Commentary

Market Commentary
Investments
“The future ain’t what it used to be.” Yogi Berra
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Steve Lear | Dec 9, 2020

Get to Know Kyle Berg

Videos
Get to know Kyle Berg as he discusses his career as a Financial Planner!
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Steve Lear | Dec 1, 2020

Financial Fundamentals – Buy or Lease your Car

“Should I buy or lease my next car?”
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Steve Lear | Oct 29, 2020

Get to Know Marc Usem

Videos
Get to know Marc Usem as he discusses his career as a Financial Planner!
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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.

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