Financial Advisor

April 12, 2021 | Alvin Carlos, CFA, CFP®

Blog: 4 Reasons to Hire a Fee-Only Financial Planner

Hiring a financial planner is a big step and you might want to consider hiring a fee-only financial planner. You will be divulging very personal information to a “stranger.” You will be sharing how much you make, how much you’ve saved, and how much debt you have. You will be sharing your hopes, dreams, and […]

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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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December 7, 2020 | Laura Rowles

Blog: Gaithersburg-Germantown Chamber Names its Young Professional of the Year

The Gaithersburg-Germantown Chamber (GGCC) awarded Eric Ashmont, a financial advisor at Edward Jones, as the recipient of the 8th Annual Young Professional of the Year Award (YPG) at the Chamber’s first-ever virtual gala. The award was presented by Laura Volovski of Adventist HealthCare. Adventist HealthCare was the sponsor of this year’s Young Professional of the […]

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November 23, 2020 | Alvin Carlos, CFA, CFP®

Blog: Financial Advisor: How to Find One You Can Trust!

Deciding to hire a financial advisor can be a big decision.  Once you’ve decided to hire a financial planner, finding the right one to fit your needs can be challenging.  This video explores some of the most reputable sources to use (nationwide) as you search for a financial advisor that fits your needs!

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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®, AIF®

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®, AIF®

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®, AIF®

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®, AIF®

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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