financial literacy

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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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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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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April 19, 2018 | Alvin Carlos, CFA, CFP®

Who Should Consider Bankruptcy?

Bankruptcy is an unattractive way to get out of debt. But one of our clients chose this path, and she’s never been happier. Meet Sue Sue (not her real name) is a single mom who works in Bethesda and lives in Prince George’s County. Half of her monthly take home pay goes to rent, and […]

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January 11, 2018 | Alvin Carlos, CFA, CFP®

Three Questions That Will Change Your Life

George Kinder – a Harvard-trained financial planner and a renowned Buddhist teacher – developed these three famous questions to truly understand a person’s life goals and values. Because this is what financial planning is all about: using money as a tool to live a meaningful life. I invite you to ponder on these questions. To […]

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January 2, 2018 | Alvin Carlos, CFA, CFP®

Will Stocks Trend Higher in 2018?

One of the most challenging part of my job as a financial planner is calming clients down during periods of stock market decline. Thankfully, I didn’t have to experience that in 2017. The U.S. stock market clocked a return of more than 21%. International stocks performed even better, rising by more than 27%. Everyone I interacted […]

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April 26, 2017 | Sonya Burke

Five Things to Know Today, April 26, in Montgomery County

Here are five things to know today, April 26th, in Montgomery County: 1. Police Beat: Montgomery County Police Captain Mark Plazinski, a 23-year veteran of the department, has been named the police department’s new 5th district commander. He begins his new role on May 1st. 2. Best Schools: Churchill High School is one of the […]

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February 27, 2017 | Susan Burkinshaw

What is Financial Literacy?

(This is the first blog in a series about the Junior Achievement Finance Park Montgomery [http://www.myja.org/financepark/] scheduled to open in 2018 on the fourth floor of the new Thomas Edison High School of Technology building in Silver Spring.) When I was in 8th grade I became Treasurer of my middle school’s Student Government Association (SGA). […]

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November 27, 2016 | Sonya Burke

Office of Consumer Protection Logo

Consumer Alert: Holiday Shopping Tips (VIDEO)

Montgomery County’s Office of Consumer Protection has some important advice for holiday shoppers this season. Find out more in this Consumer Alert video, below:

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