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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®

President

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Family Wealth

Finding Good Financial Advice

Unless you’re a financial advisor, you may have missed the SEC’s June release of a revised set of rules for my profession. Collectively called “Regulation Best Interest,” its mission seems noble enough: “to Enhance Protections and Preserve Choice for Retail Investors in Their Relationships With Financial Professionals.”

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To Trust or Not To Trust

August 23, 2019 - A frequent question we hear from new clients is, “Should I have a trust?” The answer is, “It depends.” Let’s cover some of the reasons you may want to include a trust in your estate planning.

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9 Homeowners Insurance Mistakes

August 16, 2019 - Homeowners insurance (HOI) is so universal, it must be hard to go wrong when buying it, right? Actually, it’s probably harder to get it right. Here are nine common HOI mistakes that occur if you … 

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Have Your Been Pwned?

June 7, 2019 - During nearly 35 years in financial services, I’ve seen a lot of great changes for the better: improved investment selections, faster technology, lower fund fees. There also have been a few changes for the worse, including the rise of online financial fraud.

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How to Tame Market Volatility

May 24, 2019 - In my last article, I explained how annual stock market returns often vary widely from their long-term average. That’s volatility for you. If your investing time frame is 12 months from today, there’s no telling where you’ll land. You may touch down exactly where you aimed your investment “parachute,” but you’re far more likely to end up in a tree or a lake.

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