Alvin Carlos

September 16, 2020 | Alvin Carlos, CFA, CFP®

BLOG: Restricted Stock Units (RSU) Explained

Wondering about Restricted Stock Units or RSUs? You’ve come to the right video. Alvin Carlos explains what they are, tax implications and how you can use them best.

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

BLOG: Rollover IRA: 3 Reasons You Should NOT

    If you have an old 401k because you changed jobs or you’re not fully self-employed, you might have to decide what to do with that 401(k) account you contributed to every payday.   Before you do a rollover IRA, which most people will tell you what you should do, you may want to […]

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August 24, 2020 | Alvin Carlos, CFA, CFP®

Blog: Is the Stock Market Overvalued?

Do you wonder why the stock market continues to rise?  Is the stock market overvalued?  Watch here as I discuss two sides of this debate.

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

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

Roth IRAs are a great way to grow money tax-free. However, once you reach a certain income level, you are likely no longer eligible to contribute to a Roth IRA. Luckily, you might be able to take advantage of a tax loophole that came about in 2010. Read on for the steps to create a […]

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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!

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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!

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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!

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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.

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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 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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