Financially Free

August 4, 2020 | Alvin Carlos, CFA, CFP®

Blog: How to Do a Backdoor ROTH IRA in 3 Easy Steps!

You no longer qualify for a Roth? You can still get huge tax savings by doing a Backdoor Roth. There’s a tax loophole that makes this possible. This video explains 3 easy steps on how to do a legal Roth hack as well as some common pitfalls to avoid!  

Read more

July 31, 2020 | Alvin Carlos, CFA, CFP®

Blog: House Buying And Selling Tips!

Planning to buy a home? Selling your condo? Alvin Carlos (District Capital) and Yen Le (Long & Foster) discuss the state of the DC/MD/VA real estate market in light of the pandemic. We offer tips for home buyers and sellers!

Read more

July 21, 2020 | Alvin Carlos, CFA, CFP®

Blog: 3 Common Mistakes With Roth IRAs

Have you started contributing to a Roth IRA? Here are three very common mistakes people make with Roth IRA’s. Make sure they don’t apply to you now or in the future!

Read more

July 20, 2020 | Alvin Carlos, CFA, CFP®

Blog: How to Save More Money in 2020

Are you interested in building your savings in 2020? There are many ways to do this – listen here as Alvin discusses three practical changes you can make to save more money!  

Read more

July 14, 2020 | Alvin Carlos, CFA, CFP®

Blog: 3 Ways to Bridge the Racial Wealth Gap

Are you looking for productive ways to help the fight against racial inequality? Here are three tips on how to bridge the racial wealth gap through your financial choices!

Read more

July 13, 2020 | Alvin Carlos, CFA, CFP®

Blog: How to Select Stocks that are Worth Buying

Getting started in picking your own stocks can be risky and confusing. Alvin outlines a few tips for picking your own stocks without making expensive mistakes!

Read more

June 9, 2020 | Alvin Carlos, CFA, CFP®

BLOG: Lost Your Job Due to Pandemic?

Many Americans have lost their job during the pandemic. Listen here as Alvin shares some ways to stay afloat with your finances if you lost your job.

Read more

May 29, 2020 | Alvin Carlos, CFA, CFP®

Blog: Fossil Fuel Free Investing

Many investors are contemplating ways they can transition some of their investments to align with their values – specifically environmentally conscious values.  Learn some misconceptions and benefits of going fossil fuel free and how you can realign your investments in our video here.    

Read more

April 28, 2020 | Alvin Carlos, CFA, CFP®

BLOG: Lessons from the 1918 Pandemic

Listen here as Alvin Carlos shares some lessons we have learned from the Pandemic of 1918 that can help us during this modern day pandemic.  

Read more

April 21, 2020 | Alvin Carlos, CFA, CFP®

BLOG: Have We Reached the Stock Market Bottom?

Alvin Carlos discusses the decline in the stock market and answers five frequently asked questions in this short video.

Read more

Engage us on Facebook

Follow us on Twitter