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

Trading in GameStop vs. Investing in the Market

Are you getting dizzy trying to keep up with the unfolding news about GameStop and all the other Reddit-driven, short-sale squeezed, red-hot trades o’ the day? By the time you read this, the meteoric, late-January rise of a number of stocks that had been short-sold by various hedge funds may already have fizzled out. Or not.

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Biden’s Tax Plan

It’s official. The Georgia runoffs left us with a 50 Democrat/50 Republican U.S. Senate, with VP Harris to break tie votes. While this balance doesn’t assure a slam dunk, Biden’s income tax proposals now stand a better chance of scoring than they did before.

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2020 Investments: One for the Record Books!

What a crazy investment year. As I write this with just two weeks left in 2020, major U.S. stock market indices are at all-time highs. Think back to your market mindset just nine months ago. In late March, amid the pandemic panic, who would have believed the Dow Jones Industrial Average (DJIA) would make all-time highs before year-end?

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When should you rebalance your investments?

Given how volatile 2020 has been, you may have read sources reminding you the best defense against market uncertainty is to stay the course by rebalancing your investments back to plan. That’s good advice. But what is rebalancing? And how do you know when it’s time to do it?

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