Local Blogs

October 19, 2020 | Alvin Carlos, CFA, CFP®

Blog: 2020 Election: How Should You Invest?

Questions about investing during an election year? You’re not alone! The 2020 Election has people asking questions about how to position their 401k, IRA, and their overall investment portfolio. I’ll explore a few thoughts on this here!

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October 16, 2020 | Khadijah Ali-Coleman, Ed.D.

Blog: Choreographer Turned Arts Administrator C. Lorenzo Evans III Talks Dance and Pivoting as an Artist During COVID-19

C. Lorenzo “goLo” Evans III is a dancer/choreographer from the Washington DC metropolitan area. He is best known for his work with Fantasia Barrino and the iconic Godfather of Soul, go-go artist Chuck Brown. Following many years of training in Philadelphia at Temple University, Koresh Dance and Freedom Theatre, Evans began goLoworld Dance Company in […]

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October 15, 2020 | Laura Rowles

Blog: Gaithersburg-Germantown Chamber of Commerce Conducts Over 80 Ribbon Cuttings

When a business holds a ribbon cutting ceremony, it’s a time for owners, employees, the public, and the business community to celebrate the hope and prosperity that increased commerce represents. That is the idea behind “BACK TO BUSINESS & BETTER”, the Gaithersburg-Germantown Chamber of Commerce (GGCC) hosted 83 ribbon cuttings at businesses across the Upcounty. […]

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October 15, 2020 | Bola and Mack Audena

Blog: Using Inspiration, Motivation, and Diversification to Tackle Procrastination

I’d been meaning to write a new blog post for some time, but kept putting it off till I was “in the mood” to get into it. Alas, it’s almost a month later, and still somehow the mood hasn’t found me. The bottom line is if you’re waiting to get into the right mood to […]

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October 12, 2020 | Juanita Farmer, CPA

Blog: Tax Treatment of Virtual Currency Transactions

Whether you’ve invested in Bitcoin and sold it at a profit or loss or received it for services performed, you’ll need to report it on your tax return. Here’s what you should know: Background Prior to 2014, there was no IRS guidance and many people did not understand that selling virtual currency was a reportable […]

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October 8, 2020 | Alvin Carlos, CFA, CFP®

Blog: Should I Buy a Vacation Home?

Have you been thinking of buying a vacation home? Maybe somewhere close to the water or a cabin in the mountains? It’s nice to have a place to getaway, right? In this video, I’m going to share with you five questions you can ask yourself to help decide whether or not buying a vacation home […]

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October 6, 2020 | Khadijah Ali-Coleman, Ed.D.

Blog: La Marvela Represents the Musical Traditions of Colombia

Music lovers in the Washington DC metropolitan area have been out of sorts since the start of the pandemic as many local venues have had to close due to COVID-19. Performing artists have had to find creative ways to connect with their audiences. Many have been successful as some still struggle with the changes. Alison […]

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October 6, 2020 | Alvin Carlos, CFA, CFP®

Blog: Payroll Tax Deferral Explained!

Have you been hearing talk about the payroll tax deferral program? All the chatter has some people wondering if it does or doesn’t apply to them. Check out this video to hear some details about the program that you may not know!

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October 6, 2020 | Carey Heller, Psy.D.

Blog: It’s Never to Early to Help Your Child Be More Independent With Keeping Track of Their Own Homework Assignments

With so many kids participating in distance learning, the question of at what age do you start giving your child some autonomy in keeping track of their assignments may be even more relevant. In this case, parents may also have even greater independent knowledge of what assignments their child should be working on from observing […]

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October 6, 2020 | Juanita Farmer, CPA

Blog: Six Tips for Starting Your Own Business

Starting your own business can be an exciting prospect, but there is more to it than simply writing a business plan. Also, if you expect to have employees, there are a variety of federal and state forms and applications that you need to complete to get your business up and running. That’s where a tax […]

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