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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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Investing with Confidence in Election Year | Affiance Financial
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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Kyle Berg | Sep 17, 2020

Childcare Costs and Schooling During the COVID-19 Pandemic

Financial Planning
Education
With school starting up for those with children, it brings me back to my first days of school...
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Dan Lear | Aug 20, 2020

Recency Bias During Uncertain Times

Financial Planning
We hear it said all the time, seemingly everywhere, that we are living through unprecedented times. I can’t help but agree.
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Kyle Berg | Aug 1, 2020

Why Financial Advisors Have Financial Advisors

Financial Planning
I was working with a client recently who asked me, “So, do you do your own financial planning, or do you use an advisor yourself?”
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Affiance Financial | Jul 12, 2020

Summer 2020 Market Commentary

Investments
Market Commentary
Could this have been the shortest bear market in the last 100 years?
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Steven E. Warren | Jul 6, 2020

IRS Eases 2020 Retirement Account Distribution Rules…Again!

Financial Planning
Risk Management
Tax Planning
Do you have any 2020 taxable retirement account distributions you’d like to put back and make nontaxable? You probably can.
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Affiance Financial | May 22, 2020

Cybersecurity Tips: Leveraging At-Home Technology Safely

Whether it’s socially, work-related, financially, or otherwise, our drastic increase in time spent at home has entirely altered the way we utilize technology.
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Affiance Financial | May 5, 2020

Market Volatility Conference Call Recording from May 5, 2020

As the markets continued to respond unfavorably to the spread of the Coronavirus, the Affiance Investment Committee hosted a conference call.
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Affiance Financial | Apr 21, 2020

Market Volatility Conference Call Recording from April 21, 2020

As the markets continued to respond unfavorably to the spread of the Coronavirus, the Affiance Investment Committee hosted a conference call.
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Steve Lear | Apr 20, 2020

CARES Act – The Coronavirus Relief Package

On March 27, 2020 the U.S. government passed the largest economic stimulus package in U.S. history.
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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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