Local Blogs

April 30, 2021 | Alvin Carlos, CFA, CFP®

Blog: 3 Reasons to Choose a Fiduciary Financial Advisor

Finding a financial planner can be tough! Finding one you can trust who works in your best interest can be even more challenging. This video will cover three reasons you will want to choose a fiduciary financial advisor. If you’d like to learn more about how to select a fiduciary financial advisor, schedule a free […]

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April 30, 2021 | Juanita Farmer, CPA

Blog: Coronavirus-Related Distributions and Loans

The Coronavirus, Aid, Relief, and Economic Security (CARES) Act made it easier to access savings in IRAs and workplace retirement plans for those affected by the coronavirus. This relief provided favorable tax treatment for certain withdrawals from retirement plans and IRAs, including expanded loan options. Distributions: Certain distributions made from Jan. 1, 2020, through Dec. 30, […]

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April 26, 2021 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: 5 Strategies To Reduce Investment Taxes

With the tax talk out of Washington signaling higher tax rates on both earned income and investment income, investors would be wise to consider some tax moves. Higher taxes on interest income, capital gains and dividends are all under consideration. In situations like this, it’s often prudent to move before the legislation is passed, so […]

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April 23, 2021 | Wendy Taylor

Blog: Visualization for Comprehension

Visual learners will certainly understand this—but truthfully, anyone, regardless of learning styles, can benefit from utilizing visualization strategies for learning and comprehending. Whether working with young readers or helping to break down and make sense of math problems, conjuring up and discussing the images that correspond to certain topics or concepts can help learners conceptualize […]

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April 23, 2021 | Juanita Farmer, CPA

Blog: Include Gig Economy Income on Tax Returns

The gig economy is also referred to as the on-demand, sharing, or access economy. People involved in the gig economy earn income as a freelancer, independent worker or employee. Typically, an online platform is used to connect people with potential or actual customers to provide goods or services. Examples include renting out a home or […]

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April 19, 2021 | Alvin Carlos, CFA, CFP®

Child Tax Credit 2021

Blog: Child Tax Credit 2021: 8 Things You Need to Know

If you have a child, you might get some money this year from the IRS. The American Rescue Plan Act that was signed into law on March 10, 2021 increases the child tax credit and calls for payments to be sent to families. The child tax credit 2021 payments are completely separate from the stimulus […]

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April 19, 2021 | Alvin Carlos, CFA, CFP®

Fee Based Financial Planners District Capital Management

Blog: How to Find Fee-Only Financial Planners

Finding a trustworthy financial planner is like looking for a needle in a haystack. Only less than 10% of financial advisors in the country are required to act in your best interest. Luckily, you’re halfway through your search, after discovering the reasons why fee-only financial planners are the best way to go. Here are three great […]

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April 19, 2021 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: 3 Reasons A Stock Market Crash Is Unlikely

The long-awaited move into traditional value stocks is well underway, but that doesn’t mean that technology stocks are dead. In my conversation with CNBC’s Frank Holland, I outline reasons why big tech should not be overlooked, and why rising interest rates may not affect market leaders like Oracle, Microsoft, Google, and Facebook. Click Here to […]

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April 19, 2021 | Juanita Farmer, CPA

Blog: Highlights of the American Rescue Plan Act

Signed into law on March 11, 2021, the American Rescue Plan Act (ARPA) contains several tax provisions affecting individuals and families. Let’s take a look: Economic Impact Payments (EIP3). A third round of economic impact payments (EIP3) will be sent to qualifying taxpayers; individuals will receive $1,400 ($2,800 for married taxpayers filing jointly) plus $1,400 […]

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April 16, 2021 | Khadijah Ali-Coleman, Ed.D.

Substantial Reflects on Media, Music and Maintaining an Artist Life

Stan “Substantial” Robinson is a hip-hop recording artist, an educator, and visual aritst who teaches media and music recording at various Montgomery County, MD places of learning, including Montgomery Community Media. As a rapper and producer, he has traveled around the world and has worked with artists such as Nujabes, Oddisee, and the legendary Godfather […]

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