Financially Free

May 29, 2020 | Alvin Carlos, CFA, CFP®

Blog: Fossil Fuel Free Investing

Many investors are contemplating ways they can transition some of their investments to align with their values – specifically environmentally conscious values.  Learn some misconceptions and benefits of going fossil fuel free and how you can realign your investments in our video here.    

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April 28, 2020 | Alvin Carlos, CFA, CFP®

BLOG: Lessons from the 1918 Pandemic

Listen here as Alvin Carlos shares some lessons we have learned from the Pandemic of 1918 that can help us during this modern day pandemic.  

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April 21, 2020 | Alvin Carlos, CFA, CFP®

BLOG: Have We Reached the Stock Market Bottom?

Alvin Carlos discusses the decline in the stock market and answers five frequently asked questions in this short video.

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March 25, 2020 | Alvin Carlos, CFA, CFP®

BLOG: Q&A on Stock Market, Latest Fed Cuts

What should I expect from the stock market in the coming weeks? Expect more volatility. It’ll likely continue to go up and down markedly depending on the news that comes in. By the way, this is typical of the stock market. The continued upward trajectory we’ve seen over the past decade – that’s the anomaly. […]

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

Top Three Tax Tips for Small Business Owners

District Capital’s Alvin Carlos shares his top three tax-related tips for small business owners.

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September 25, 2019 | Alvin Carlos, CFA, CFP®

3 Ways to Teach Our Kids About Money

District Capital’s Shanna Due shares some creative ways we can teach our kids about money.     Start talking about money with children early. Make it visual. Give them responsibility over their money.  

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August 28, 2019 | Alvin Carlos, CFA, CFP®

Day-to-Day Spending

In this week’s video, District Capital’s Shanna Due discusses how she approached her own family’s spending plan for the upcoming year and how to respond to unexpected expenses.  

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July 30, 2019 | Alvin Carlos, CFA, CFP®

3 Questions Before Making a Big Buy

This week, District Capital’s Shanna Due discusses the three questions you should consider before making a large purchase.

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July 22, 2019 | Alvin Carlos, CFA, CFP®

Changing Jobs? 4 Tips

If you’re changing jobs soon or you’re looking to do so, here are four things that you should be thinking about!

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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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