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January 31, 2012 |
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,
 Here we go, 2012. It’s only a date on a calendar, and yet somehow the turn of the page affords us an emotional reset, ripe with renewed energy, ready for fresh opportunities.
To help you seize the day, we offer some insightful resources for optimizing your financial and tax planning in the months ahead. We also present a handy retrospective on the quarter just past. Despite past and continuing global uncertainties, a relatively strong fourth quarter helps us realize the importance of staying the course with long-term optimism as our guide-- in 2012 and beyond.
Best,
John A. Frisch, CPA/PFS, CFP
President & Founder
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2012 Key Numbers
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Attached you will find up-to-date numbers, statistics, and other financial information for 2012. This popular 2012 Key Numbers piece provides key figures across several planning areas and gives you the most essential figures in one convenient document. For maximum flexibility, 2012 Key Numbers is attached as a PDF for your use.
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Fourth Quarter 2011 Market Review
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As the year winds down, financial markets are gripped by uncertainty over developments in the Eurozone crisis. While not seeking to downplay the anxiety generated by these events, particularly in relation to their effects on investment portfolios, it's worth reflecting critically on the 20th century, and putting current events in perspective.
Take a moment to see a visual display of investment performance from the Fourth Quarter
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Calculating Cost Basis Gets Easier
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Anyone who has ever been baffled by calculating the net proceeds from the sale of an investment will find some relief, starting with the 2011 tax return due April 17. If you bought any stocks after January 1, 2011, and sold them later in the year, you should be receiving information from your broker shortly that tells you the adjusted cost basis of those stocks. Your adjusted cost basis, which affects the amount of tax you may owe on the sale, represents the original purchase price plus any commissions or other fees, and takes into account factors such as stock splits, corporate acquisitions or spinoffs, and reinvested dividends.
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About Us:
Located in Prince William, 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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