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April 20, 2011 |
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Happy Easter from all of us at Alliant Wealth Advisors.
There's been a wave of new laws and reforms. If you, like many of us, are unsure about how these changes may impact you, please take a moment to look at the articles below on investment performance, estate tax changes and healthcare reform.
Special thanks to our client, Carol D., who shared with us the video "Health Reform Hits Main Street".
Best,
John A. Frisch, CPA/PFS, CFP
President & Founder
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First Quarter Investment Review
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The 2008 global market crisis and the struggling economy have left many investors fatigued. Despite two years of strong equity returns, some investors have been slow to regain market confidence. Many are accepting the talk about a “new normal” in which stocks offer lower returns in the future. The concept of a new normal is anything but new. In fact, throughout history, periods of economic upheaval and market volatility have led people to assume that life had somehow changed and that new economic rules or an expanding government would limit growth. Let’s look at a couple of periods when investors had strong reasons to give up on stocks, and consider the parallels to today.
Take a moment to see a visual display of investment performance from the First Quarter.
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Estate Tax Changes Under Relief Act
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The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 included significant changes to the federal estate tax.
This is the first video in a series of three summarizing the important changes to estate tax law, and highlighting planning concerns for 2011 and 2012 in light of the uncertainty of 2013 and beyond.
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Planning for Estate Tax Changes
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This is the second video in a series of three summarizing the important changes to estate tax law, and highlighting planning concerns for 2011 and 2012 in light of the uncertainty of 2013 and beyond.
The second video in the series focuses on the fundamentals of planning for federal estate taxes in 2011 and 2012.
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Health Reform Hits Main Street
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Confused about how the new health reform law really works? This short, animated movie -- featuring the "YouToons" -- explains the problems with the current health care system, the changes that are happening now, and the big changes coming in 2014.
Written and produced by the Kaiser Family Foundation. Narrated by Cokie Roberts, a news commentator for ABC News and NPR and a member of Kaiser's Board of Trustees. Creative production and animation by Free Range Studios.
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About Us:
Located in Woodbridge, VA, Alliant Wealth Advisors (formerly Millennium
Capital Management Corp) was founded to help a select group of families
achieve all that is important to them financially. To achieve our mission
we use a consultative wealth management process, which includes both
investment consulting and advanced planning. Our approach assumes that
every client is unique; every client has varying needs and objectives;
and no two clients share the same risk tolerances, time horizons and
dreams. In addition to providing our expertise we work with clients'
existing advisors and, where there is a gap to fill, we use our own
outside experts in the fields of tax, legal and high-end Insurance.
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Investors have grown accustomed in recent years to historically low interest rates. But what happens when the trend reverses? 