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Steve Lear | Apr 1, 2020

Market Volatility Conference Call Recording from March 31, 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 | Mar 31, 2020

Market Volatility Conference Call Recording from March 24, 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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Marc Usem | Mar 23, 2020

A Look Back at the Market Dislocations of my Lifetime

Looking back at the market dislocations and economic shocks that have occurred during my lifetime may provide some guidance for what may lie ahead.
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Affiance Financial | Mar 17, 2020

Market Volatility Conference Call Recording from March 17, 2020

As the markets continued to respond unfavorably to the spread of the Coronavirus, the Affiance Investment Committee hosted a conference call.
Read More
Steve Lear | Mar 11, 2020

Market Volatility Conference Call Recording from March 10, 2020

Financial Planning
Investments
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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Edited Steve Car _0
Steve Lear | Feb 26, 2020

Economic Decisions Change Based on Your Situation

Financial Planning
For years now, I have been listening to Steve Lear tell anyone who would listen how great it is to rent instead of own a home...
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Steve Lear | Jan 17, 2020

The SECURE Act, and what it might mean for you

Financial Planning
Tax Planning
At the end of 2019, President Trump signed into law the Setting Every Community Up For Retirement Enhancement (SECURE) Act.
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01_2020 FP Changes for 2020_0
Steve Lear | Jan 17, 2020

Financial Planning Changes for 2020

Financial Planning
With 2019 in the rearview, we look forward to 2020.
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MarketCommentary
Steve Lear | Jan 9, 2020

Winter 2020 Market Commentary

Investments
Market Commentary
“It’s the way the human brain works: when enough events occur in a pattern, we stop thinking and go into macro mode.” N. K. Jemisin
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01_2020 Financial Fundamentals - Estate Essentials
Steve Lear | Dec 13, 2019

Financial Fundamentals – Estate Essentials

Financial Planning
When we have an initial conversation with a prospective client, we almost always ask about estate planning.
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12_2019 Year-End Tax Planning
Steve Lear | Nov 22, 2019

2019 Year-End Income Tax Planning Ideas to Consider Now

Financial Planning
Tax Planning
Affiance Financial is pleased to share the following article by Steven E. Warren, CPA, MBT.
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11_2019 Pay Yourself First
Steve Lear | Oct 29, 2019

Pay Yourself First

Financial Planning
Retirement Planning
As a firm, we are blessed with the clients we have. A number of them go out of their way to help support those they love.
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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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