Insight and Events
by Andy Fishman, CFP®, MBA
Being a financial planner for the past 21 years has given me a fascinating opportunity to observe “financial planning in action.” That is, it has allowed me to see the results of my advice over time, and confirm (or challenge) the beliefs I’ve held based on my education and my life-long assumptions.
If you couldn't make it to the Panel Discussion on Hobbies as Alternative Investments on May 12, 2016, or you did make it but want to experience the fun again, check out the recording!
By Steve Lear, ChFC, CLU
Principal and Financial Planner
You may have noticed more than a few new faces around Affiance lately—or at least heard some different voices on the phone. In order to fill up our spacious new digs on the 17th floor, we had to hire some new bodies! Of course, it’s really about providing you, our client, with the best service possible.