Financially Free

Receive practical tips on how to free yourself from financial stress. Hear the inner thoughts of a financial planner as he encounters various financial situations.

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Blog: Fossil Fuel Free Investing

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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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BLOG: Lessons from the 1918 Pandemic

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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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BLOG: Have We Reached the Stock Market Bottom?

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

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

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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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Top Three Tax Tips for Small Business Owners

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

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3 Ways to Teach Our Kids About Money

Financially Free blog Shanna Due

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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Day-to-Day Spending

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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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3 Questions Before Making a Big Buy

Financially Free blog Shanna Due

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

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Changing Jobs? 4 Tips

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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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Freeing Financial Clutter

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

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