Insight

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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Steve Lear | Oct 27, 2020

Impact of Fed Decision on Interest Rates: What Does it Mean for the Fed to be Allowing Higher Inflation?

On August 27, 2020, Jerome Powell, the Chairman of the Federal Reserve, made a historic speech that changed Federal Reserve policy.

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Steve Lear | Oct 15, 2020

Get to Know Dan Lear

Videos

Get to know Dan Lear as he discusses his career as a Financial Planner!

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Steve Lear | Oct 8, 2020

Fall 2020 Market Commentary

Investments

Market Commentary

Despite a pullback during the month of September, the third quarter of 2020 was very good for stocks.

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Steve Lear | Oct 8, 2020

Market Commentary Discussion Recording from October 7, 2020

Market Commentary

The Affiance Financial Investment Committee discusses recent market activity and expectations for the economy and markets as the election approaches.

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Steve Lear | Sep 28, 2020

Investing with Confidence in an Election Year

Investments

One question I hear from clients all the time is: How will the election affect the markets?

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Steve Lear | Sep 24, 2020

Get to Know Brendan Halleron

Videos

Get to know Brendan Halleron as he discusses his career as a Financial Planner!

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