financial planning

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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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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