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Cash Flow Image
Steve Lear | Jul 6, 2021

Increased Cash Flow? Four Ways to Put Extra Money to Work.

Financial Planning
A common question we get from clients is what to do with increased cash flow.
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Steve Lear | Jul 6, 2021

5 Helpful Steps to Start Retirement Planning

Retirement Planning
Financial Planning
Whether you’ve just landed a position in your career, are curious about how to start planning for retirement, or are realizing you haven’t given it enough
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Steve Lear | Jul 1, 2021

6 Ways to Master Business Cash Flow Projections

Financial Planning

Business owners worldwide are aware that unreliable cash flow can harm their operations. Poor cash flow forces many small businesses to close their doors every

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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 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 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 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 1, 2020

Financial Fundamentals – Buy or Lease your Car

“Should I buy or lease my next car?”
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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 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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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. (Private Client Services, Form CRS)

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