As 2024 comes to an end, I am filled with gratitude as I reflect on the milestones and successes we’ve achieved this year.
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As we approach a period of uncertainty and change, driven by the upcoming presidential election...
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Streamlining Your Communication with Affiance Financial
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We are planning an important project, and we need your help.
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It’s no great secret that as financial planners we value referrals. Referrals help us grow our business.
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It's somewhat hard to believe that fall is upon us, considering the warm start to September. But, the Vikings have started their season, my daughter Evelyn
Over Labor Day weekend, two of the largest brokerage firms in the nation will become one, when TD Ameritrade accounts are transferred to Charles Schwab.
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What’s the biggest risk to an investment portfolio long-term? Is it inflation, interest rates, or market volatility? Unlikely. I think the biggest risk is...
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