COVID-19 Update

Alliant Wealth Advisors is an "essential business" under Virginia state law and we remain fully operational during the COVID-19 crisis.

To keep our clients, staff and colleagues safe we are currently holding all meetings via video conferencing. And we are alternating a small number of staff in our office while the majority serve you from their home.

Speaking of our office. Our headquarters in Prince William will relocate to the Signal Hill Professional Center at 9161 Liberia Avenue, Suite 100, Manassas, VA 20110 effective Monday, April 20, 2020.

Whether we are virtual or in person, we are here for you. Please keep safe.

Best Regards,

John Frisch, CPA/PFS, CFP®, AIF®, PPC®


  • Blog
    Our Blog

Family Wealth

How To Borrow From Your 401(k) If You Have To

To assist Americans with pandemic-related spending emergencies, the CARES Act has temporarily made it easier for families to tap into their IRAs, 401(k)s, or similar retirement accounts. Even if you can now borrow or withdraw from your retirement reserves, that doesn’t mean you should. Still, some families are facing urgent needs right now. How do you take from your 401(k) today, and safeguard your future?

Continue Reading

Has The Coronavirus Revealed Your Real Risk Tolerance?

I have a question for you. Let’s say March 23, 2020 ends up being the bottom of the current, coronavirus-inspired bear market. On a scale of 1–10, how badly did it frighten you? Assume “1” means, “Bear market? What bear market?” and “10” means, “OMG; I sold everything and went to cash!”

Continue Reading

Become a better investor by asking, “And then what?”

Successful investors all share the same qualities:

  •      They have faith the markets will be up in the future.
  •      They have patience, and understand that results will only be realized over the long run.
  •       They have discipline to stick with their plan, and never react to temporary market events.

    Continue Reading

Bear Markets: It's Good To Know Your History

It’s probably no surprise that markets are officially in bear market territory. What does that mean? Generally, when a market falls by at least 20% from its recent highs, that’s a bear. (When it rises 20% from its recent lows, it’s a bull.)

Continue Reading

Why Diversify? Because You Can Win for Losing

Why bother to diversify your investments across a range of asset classes – such as stocks vs. bonds, large- vs. small-company stocks, and U.S. vs. international holdings? Wouldn’t it be nice to instead hold mostly the best, top selections in your investment portfolio?

Continue Reading

Coronavirus – What Should Investors Consider?

I write this after hours on Monday, February 24. The Dow Jones Industrial Average (Dow) fell 1,031.61 today, its third-largest daily point drop ever. The sell-off was generated by fears about the impact coronavirus might have on our global economy, and therefore our global markets.

Continue Reading

The Triple Power of Auto-Investing

Do you auto-invest? Auto-investing is having a set, recurring amount of money taken out of your salary or savings, and automatically invested for you. For example, you are auto-investing if you are having a set amount deducted from each paycheck and invested in your company retirement plan. Or you may have set up an automatic transfer from your checking account into an IRA, brokerage account, or 529 college saving plan.

Continue Reading

Trending Personal Finance News