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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

  • Educational Resources
    Educational
    Resources

White Papers

You, Your Investments, and Presidential Elections
You, Your Investments, and Presidential Elections
Who Will Be the Next President? How Will Markets React?
I’ve been a financial advisor for a while. By the end of 2020, I’ll have been through ninepresidential elections since I started in this business in 1985.
© John A.Frisch, CPA/PFS,CFP
Managing Your Mortgage in Low-Rate Environments
Managing Your Mortgage in Low-Rate Environments
Should You Refinance, Retire, or Retain Your Current Mortgage?
When mortgage rates are low, you may wonder whether to refinance or even pay off your mortgage, to lower or eliminate your monthly payments. However, just because you can refinance or retire your mortgage … should you? Since it takes time, money, and the right circumstances to justify either move, the answer is: It depends.
© John A.Frisch, CPA/PFS,CFP
The Informed Investor
The Informed Investor
Five Key Concepts for Financial Success
Many people today are facing difficult choices in achieving their financial goals and, as well they should, are asking serious questions. Our goal with The Informed Investor is to help you see through the noise of the marketplace in order to systematically make smart decisions about your money.
© John A.Frisch, CPA/PFS,CFP
A Widow’s Financial Journey
A Widow’s Financial Journey
Wealth Advice Amidst Grief
Financial circumstances will differ and the level of financial knowledge will differ, but almost all widows have one thing in common. They suffer a period of terrible grief.
© John A.Frisch, CPA/PFS,CFP
Today's Retirement Plan Fiduciary:
Today's Retirement Plan Fiduciary:
What Employers Need to Know to Achieve Compliance and Minimize Personal Liability
We hope that a wide range of readers who offer or are responsible for managing retirement plans, particularly 401(k) retirement plans, will find our white paper clarifying and thought-provoking.
© John A.Frisch, CPA/PFS,CFP
The ABCs of Behavioral Biases
The ABCs of Behavioral Biases
Investors Are Often Their Own Worst Enemies
By now, you’ve probably heard the news: Your own behavioral biases are often the greatest threat to your financial well-being. As humans, we are hard wired to be lousy investors. We cringe at the very risks that are expected to generate our greatest rewards. We incorporate irrelevant information into our investment decision-making. We react to market movements instead of sticking with our original, thoughtful plan.
© John A.Frisch, CPA/PFS,CFP
Avoiding Financial Scams and Identity Thief Slams
Avoiding Financial Scams and Identity Thief Slams
Avoiding Financial Scams and Identity Theft Slams
For better or worse, most people who fall victim to phone scams, identity theft or other financial fraud don’t broadcast the news; it’s painful and embarrassing, so they confide only in close friends and family.
© John A.Frisch, CPA/PFS,CFP

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