Articles by Alvin Carlos, CFA, CFP®

July 5, 2019 | Alvin Carlos, CFA, CFP®

7 Ways the New House Bill May Affect You

The House recently passed the Secure Act – what does that mean for your personal finances? Watch District Capital’s Alvin Carlos’s recent analysis into the ways in which the new bill (expected to be signed into law) may affect you.

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July 1, 2019 | Alvin Carlos, CFA, CFP®

Freeing Financial Clutter

District Capital’s Shanna Due shares how to get organized and free yourself from financial clutter.  

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May 20, 2019 | Alvin Carlos, CFA, CFP®

Pros and Cons of Robo-Advisors

Watch the video below to learn about the pros and cons about using Robo-Advisors. Hire District Capital in Washington, DC as your holistic financial planner.

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May 4, 2019 | Alvin Carlos, CFA, CFP®

Myths about Women and Money

There are many myths about women and money. It’s time for us to talk about them, sort out the truth from fiction and get in charge of our money. Video by Shanna Due, CFP Hire District Capital in Washington, DC as your holistic financial planner.

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April 16, 2019 | Alvin Carlos, CFA, CFP®

Greatest Investment You Can Ever Make

Watch the video and learn the greatest investment you can ever make. Hire District Capital in Washington, DC as your holistic financial planner.

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March 18, 2019 | Alvin Carlos, CFA, CFP®

How to Get Rid of Your Student Loans

Watch the video below for some avenues available to you for getting rid of your student loans!   Learn more at https://www.districtcapitalmanagement.com/!

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March 14, 2019 | Alvin Carlos, CFA, CFP®

Tips to Increase Your Credit Score

Learn practical tips on how to get a credit score of 800 and above. Learn more at https://www.districtcapitalmanagement.com/!

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March 1, 2019 | Alvin Carlos, CFA, CFP®

5 Steps to Retire in Your 40s

In this video, I outline the five main steps that FIRE advocates take in order to retire early. FIRE stands for Financial Independence, Retire Early. I also share my personal thoughts about their approach. Enjoy!  

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January 9, 2019 | Alvin Carlos, CFA, CFP®

Furloughed? 4 Tips to Survive the Shutdown Debacle

It’s tough not getting a paycheck. We have several clients who work for the government. Some of them have been furloughed as a result of the government shutdown. While some have ample emergency funds that they can use to tide them over, others don’t. About 29% of American households have less than $1,000 in savings. Their […]

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November 2, 2018 | Alvin Carlos, CFA, CFP®

When Markets Fall, Do This

In a matter of four weeks, the global stock market has dropped by about 10%. Should you be worried? Sam, one of our clients, called me the other day. He is typically calm, rational and not afraid of opportunities. But he sounded tense. He just saw his accounts drop in value in the thousands. He […]

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