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
A “paper tiger” is a perceived threat that turns out to be harmless. It also describes the loss you may feel when your investment values decline during market downturns. It may feel real, but unless you actually sell a holding when it’s down, the loss is just a mirage.
Are you or your kids planning to head off to college during the 2020–2021 academic year? The good news is, the U.S. Department of Education’s Free Application for Federal Student Aid (FAFSA®) makes it relatively easy to apply for federal and state, and many institutions’ financial aid opportunities in a single session. This “one-stop shopping” certainly beats having to submit separate applications for each source of funding!
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.”
September 6, 2019 - Between “inverted yield curves” and China trade wars, does it make sense for investors to try moving to the sidelines until the coast seems clear? For several reasons, we caution against trying to time the market — at any time.
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.
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 …
July 19, 2019 - As if you don’t already have enough to think about when changing jobs, there’s often one more important decision to make these days: What should you do with the money you’ve accumulated in your former employer’s 401(k) or 403(b) retirement plan? You can:
July 5, 2019 - Recently, I wrote about how large annual market swings are more the norm than the exception. If you can stomach them, your money should grow over time. But, ugh, what a ride.
June 21, 2019 - I’ve been writing these posts for two-plus years, dancing around a subject that warrants its own discussion: Why is it so hard for individual investors to consistently “beat the market”?
