Alvin Carlos

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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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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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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October 9, 2018 | Alvin Carlos, CFA, CFP®

Do You Make These 5 Money Mistakes?

You must learn from the mistakes of others. You can’t possibly live long enough to make them all yourself. – Samuel Levenson I will confess. I’ve had my own share of financial mistakes. When I was new to the investing world, I decided to buy call options. It had the potential to generate immense returns, […]

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September 12, 2018 | Alvin Carlos, CFA, CFP®

Got a New Job? 4 Tips to Maximize Your Situation

Did you just start a new job? Congratulations! I hope you’ll get along with your new boss. With your higher salary and new benefits, here are four questions you might be thinking about, and tips on how to approach them. 1) What should I do with my higher salary? This is a great time to examine […]

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August 22, 2018 | Alvin Carlos, CFA, CFP®

Free Mutual Funds & Credit Freezes Are Now Here

Here are two cool recent personal finance developments that make my heart leap! 1) Credit Freeze Now Free Starting September 21, we can now freeze our credit for free! We can request a free credit freeze through Equifax, Experian and Transunion by going to their respective websites. Previously, these credit bureaus charged $5 or more […]

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