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September 26, 2011 |
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Happy Fall to everyone!
It's been busy for us at Alliant Wealth Advisors. We kicked off our 401(k) Solutions offering with our first 401(k) Advisory Council meeting in September. I was also asked to share my expertise helping widows with their finances in a Wall Street Journal article. I was very happy to offer my thoughts on either topic.
As always, we enjoy hearing from you. If you find our newsletter helpful, please share with your family and friends by clicking on the "Forward Email" at the bottom of this newsletter. To provide feedback, simply email us.
Best,
John A. Frisch, CPA/PFS, CFP
President & Founder |
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Alone...And Confused by Victoria Dagher
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Featured in the September 19, 2011 Wall Street Journal
Widows often need special financial advice—and a growing number of advisers are eager to give it to them.
Ten years ago, a man died in a car crash, and his widow, still in her 40s, went to see John Frisch for help.
"Her husband had handled the family's investments and she was overwhelmed," says Mr. Frisch, who helped the woman locate the couple's accounts, file for Social Security survivors benefits and set a new budget.
read more... |
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Rebalancing for Smoother Sailing |
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AWA’s Applied Investing Series: Rebalancing for Smoother Sailing
Just as a well-built boat is still brought to dry dock for periodic care, even a well-invested portfolio requires periodic maintenance to remain ship-shape. In investing, this is known as rebalancing. Rebalancing is the act of shifting your portfolio back to its originally targeted asset allocations.
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Putting Market Volatility in Perspective |
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In Chinese, the word "crisis" is composed of two parts. One symbolizes "danger"; the other represents "opportunity." If you can keep your head while all around you are losing theirs, you may be able to take advantage of remarkable opportunities. Though all investing involves risk, including the possible loss of principal, and there can be no guarantee that any strategy will be successful, but we can give you the tools to help you weather market volatility. The video I've provided provides you some insight regarding market turmoil and managing your portfolio.
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| About Us: Located in Woodbridge, VA, Alliant Wealth Advisors 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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