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®


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Family Wealth

Required Minimum Distributions: An Overview of the Ins and Outs

It’s long been complicated for retirees to figure out when and how to take Required Minimum Distributions (RMDs) from their IRAs and similar retirement accounts. Recently, it’s gotten even more confusing. First there was the 2019 SECURE Act, extending the required age from 70 1/2 to 72 (effective in 2020 for those turning 70 1/2 after year-end 2019). Then came the CARES Act, which waived the 2020 RMD altogether for all IRAs and 401(k) accounts.

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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?

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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!”

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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.

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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.)

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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?

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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.

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