Financial Advisor

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 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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October 18, 2017 | Mark Avallone, MBA, CFP®, CRPS®

The Economic Impacts Of Recent Hurricanes And Tax Reform

The release of the September jobs report, which showed a net decline of 33,000 jobs, has caused some concern that the U.S. economy might be slowing. However, a closer look at the data shows otherwise. In the same report, we saw the nascent trend of wage growth continuing. For the past twelve months, average hourly earnings […]

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October 6, 2017 | Mark Avallone, MBA, CFP®, CRPS®

10 Quick Year-End Financial Planning Tips

With the fourth quarter of the year upon us, it can be a smart time to take inventory of your financial situation. Here are 10 easy steps to complete an effective assessment. 1.    Assess your 2017 plan progress. Look at any areas of your 2017 written financial plan that you have not yet accomplished and […]

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September 13, 2017 | Mark Avallone, MBA, CFP®, CRPS®

How Employers Are Helping Their Employees Retire

Employers are becoming increasingly concerned about the financial well-being of their employees, and they are expanding how they demonstrate their loyalty. Employers large and small are offering programs such as robust health insurance plans, on-site daycare, after school care, flexible work hours, Health Savings Accounts (HSA’s), and the ability to work remotely. Some companies also […]

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March 14, 2017 | Mark Avallone, MBA, CFP®, CRPS®

What Might Derail This ‘Trump Rally’

Despite incredible political acrimony, mudslinging, and some seeming chaos in the new administration, the Dow Jones Industrial Average (“the Dow”) managed to rise about 14% from Election Day to February 28. While there have been gradual increases to the underlying economy and corporate profits that pre-date the election, three possible reasons for the recent stock […]

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September 29, 2016 | Mark Avallone, MBA, CFP®, CRPS®

September: Here’s To Your Wealth

After some August doldrums, September is witnessing a return to higher stock market volatility.  While it’s probably prudent for long-term investors to stay the course and not get too fancy with market timing, for those with shorter time horizons or lower risk tolerances it might be prudent to carefully examine what is inside their investment […]

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September 14, 2016 | Mark Avallone, MBA, CFP®, CRPS®

Are Low Interest Rates Hurting Or Helping You?

To raise or not to raise? That has been the question for most of the past few years if you are a voting member of the Federal Open Market Committee (FOMC). The FOMC is the arm of the Federal Reserve Bank that votes on the direction of interest rates. The challenge is that while the […]

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August 24, 2016 | Mark Avallone, MBA, CFP®, CRPS®

Changing Jobs? 16 Questions To Ask That Will Help Protect Your Financial Life

Recent research from the Bureau of Labor Statistics shows that the typical worker born in the latter years of the baby boom (1957-1964) changes jobs approximately 11 times in their lifetime. While many of these transitions occur at younger ages, there are impacts whenever there is a change. There are many areas to consider before transitioning jobs. […]

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August 9, 2016 | Mark Avallone, MBA, CFP®, CRPS®

Back to Private School, But Can You Really Afford The Pricey Tuition?

It’s that time of year again. Before we know it, our kids will be walking into their classrooms for the first time this term. This is the time of the year when my office is asked almost daily, “Can I afford this private school tuition?” The national average private school tuition is approximately $10,096 per […]

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