finance

July 20, 2020 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: The Fed Is Raising A Spoiled Teenager

Thirteen years ago last month (June 2007), the Fed Funds interest rate peaked at 5.25% and since then has been steadily declining. Apart from one short rate hike cycle in 2018, The Federal Reserve Bank (The Fed), has consistently reduced interest rates and implemented what is known as accommodative monetary policy. This accommodative policy has […]

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July 13, 2020 | Alvin Carlos, CFA, CFP®

Blog: How to Select Stocks that are Worth Buying

Getting started in picking your own stocks can be risky and confusing. Alvin outlines a few tips for picking your own stocks without making expensive mistakes!

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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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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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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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