Local Blogs

April 8, 2021 | Khadijah Ali-Coleman, Ed.D.

MCM Youth Media Academy Teaches Youth Valuable Skills for Media Making and for Life

The Winter/Spring 2021 8-week session of the MCM Youth Media Academy ended this past Thursday, April , 2021. Over the course of the program, participants learned on Tuesdays how to edit on their mobile phones, how to develop and produce a web series, how to create audio and video files, and other technical skills as […]

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April 6, 2021 | Khadijah Ali-Coleman, Ed.D.

MCPS Teacher Randi Levy Talks Rock Band and the Love of Music

In this episode of ArtsEnPower, Montgomery County Public Schools teacher and singer/songwriter Randi Levy talks about her work as a music teacher and her innovative Rock Band program in schools. ArtsEnPower is a youth-produced program series that focuses on the ways that creative people use their artistry to positively impact their community. ArtsEnPower is a […]

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April 1, 2021 | Alvin Carlos, CFA, CFP®

Best Account for Children’s Savings

Blog: What is the Best Account for Children’s Savings?

Do you have a son or daughter? Do you want to set up a savings account for them? You can help your children get set up for the future by having them develop those good financial habits early on. In this article, I’m going to answer three questions related to setting up a savings account […]

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March 31, 2021 | Juanita Farmer, CPA

photo of saving concept tax form budget notepad-pen calculator

Blog: Capital Gains Tax on Sale of Stocks

Apps like Robinhood make it easy for everyone to play the stock market. If you’re a retail investor who made money last year buying and selling stocks, you may owe capital gains tax when you file your tax return this year. If you lost money, you may be able to deduct that loss and reduce […]

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March 31, 2021 | Alvin Carlos, CFA, CFP®

Blog: Three Biggest 401k Mistakes!

Understanding your 401k can sometimes be difficult. It’s possible that you’re making mistakes with your 401k that you aren’t even aware of. In this video, Alvin Carlos, from District Capital Management, will help you avoid three of the biggest mistakes people make with their 401k.

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March 30, 2021 | Alvin Carlos, CFA, CFP®

529 versus ROTH

Blog: Pros and Cons of a 529 College Savings Plan

  Would you like to start saving for your child’s college? In this article, we will discuss the pros and cons of saving through a 529 college savings plan. If you live in DC, Maryland, or Virginia, we will also cover the ins and outs of the 529 Maryland, 529 DC and 529 VA plans.  […]

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March 30, 2021 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: Four Bond Market Risks That Can Impact Your Investment Portfolio

Typically, most investors are concerned about the rise and fall of the stock market. Daily stock market monitoring on the major business news outlets adds to a hyper short-term focus on the Dow Jones Industrial Average or the S&P 500. And yes, stock market moves will likely impact a portfolio more than movements in bonds, […]

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March 26, 2021 | Alvin Carlos, CFA, CFP®

Blog: Top Three Thrift Savings Plan Tips

Are you working in a government job or serving in the military? If so, watch this video for three tips that can help you make sure you are maximizing your Thrift Savings Plan (TSP) allocation!

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March 22, 2021 | Alvin Carlos, CFA, CFP®

Roth IRA

Blog: What is the Best Roth IRA Calculator?

Do you want to know how much you can contribute to a Roth IRA this year? The main benefit of contributing to a Roth is you will be able to grow your investments tax-free. However, if you deposit money into your Roth IRA while no longer being eligible (or more than the allowable amount), the […]

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March 19, 2021 | Juanita Farmer, CPA

Blog: Small Business Tax Roundup

Tax changes due to recent legislation such as the Tax Cuts and Jobs Act and the CARES Act affect both individual taxpayers and small businesses. In 2020, the IRS issued several guidance documents and final rules and regulations that clarified several tax provisions affecting businesses. Here are five of them: PPP Expenses Now Deductible Deductions […]

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