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

Realistic Retirement Planning Series: Counting the Years

April 12, 2019—As we discussed in my last article, there are three crucial calculations informing your retirement planning: spending, income, and years in retirement. Today, let’s talk about that last one. While you may dream of a long, golden retirement, there are a couple obvious considerations that go with your happily-ever-after ideal. Obviously …

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Rebalancing Your Investment Portfolio to Stay on Track

February 15, 2019 -  Two columns ago, I embarked on a series of rational investment strategies for volatile markets. So far, I’ve talked about disciplined and sensible investing. Today, let’s talk about keeping your investments on track over time. Fortunately, there’s a disciplined process for doing just that. It’s called rebalancing.

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Patient Resolve

March 1, 2019 - Lately, I’ve been covering the essentials of rational investing during volatile markets. We’ve now tackled being disciplined, sensible, and vigilant with your investments. Today, let’s talk about being patient.

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Sensible Investing

February 1—Did you know, this week will usher in the Chinese New Year – the Year of the Pig? If you believe in horoscopes, it is “a year of fortune and luck.”

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Volatile Market Pep Talk: Discipline Can Set You Free

January 18, 2019—As I draft this piece, the markets have been throwing a lot of knuckleballs. If only we weren’t human, investing would be easy, even when the pitches go wild. Staying in the game really only requires a few sustainable skills: disciplined saving, sensible investing, objective oversight, and patient resolve.

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