financial planning

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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May 4, 2019 | Alvin Carlos, CFA, CFP®

Myths about Women and Money

There are many myths about women and money. It’s time for us to talk about them, sort out the truth from fiction and get in charge of our money. Video by Shanna Due, CFP 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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January 22, 2018 | Brad Sherman

Wants vs. Needs; Simplifying your Financial Plan for a Happier You

We hear from prospects all the time “ I manage a complex budget for my firm, yet I just can’t seem to sift through my personal finances.” Welcome the financial planner to your life. It may sound like a foreign concept to some, but for many simply having their own emotions attached to their personal […]

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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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May 31, 2017 | Juanita Farmer, CPA

Retirement Plan Options for Small Businesses

Employer-sponsored retirement plans have become a key component for retirement savings. They are also an increasingly important tool for attracting and retaining the high-quality employees you need to compete in today’s competitive environment. Besides helping employees save for the future, however, instituting a retirement plan can provide you, as the employer, with benefits that enable […]

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December 22, 2016 | Mark Avallone, MBA, CFP®, CRPS®

7 Family Finance Tips To Consider For The New Year

With the New Year fast approaching, many of us are thinking of goals and priorities for the coming year. Personal and family finances should be high on the list of important areas to consider. Spending just a few minutes on some key areas of your financial life can help you start 2017 on the right […]

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June 16, 2016 | Mark Avallone, MBA, CFP®, CRPS®

Near Retirees, Look Beyond the Markets to Secure Your Legacy

During these uncertain times, it’s easy to get caught up in the market volatility news coverage. While we know that we should look beyond the markets, it can be hard to imagine an alternative. Near retirees, your alternative is to look inward and assess not only your current financial status but also your future financial […]

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January 10, 2015 | Staff Writer

Montgomery College Hosts Financial Planning Seminars (VIDEO)

Montgomery College recently offered a series of financial planning seminars in Gaithersburg and Silver Spring. Montgomery College TV has more in this report. Visit our PEG partner MCTV10 (Montgomery College Television program schedule) to see more Montgomery College Television.

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