wealth

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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February 15, 2019 | Deirdre Byrne

Bloomberg’s Wealthiest Towns List Includes Potomac, Travilah

Bloomberg News published its annual list ranking the wealthiest towns in the U.S. Wednesday. Both Potomac and Travilah rank on the list. Travilah, a census-designated place in Montgomery County, earned the 24th spot on the list (last year Travilah ranked 25th on the list). According to Bloomberg, the average household income in Travilah is $284,682. […]

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June 7, 2017 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

May- Here’s To Your Wealth

In A Tale of Two Cities, Charles Dickens famously writes “it was the best of times, it was the worst of times.” Today, depending on where you get your news, you might agree with either perspective. While some channels and websites report chaos, collusion, corruption, and ineptitude, others report a picture of leadership, reopened factories, promises […]

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May 30, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Quelling April Aftershocks, Tax Efficient Investing For Gen X

Do April showers bring May flowers or does the April tax filing date bring us face-to-face with our non-flowery tax realities? According to Bloomberg, the average federal income tax rate in 2015 was over 10 percent, but for a family earning over $100,000 that rate can quickly climb. After adding the average 9.5 percent paid […]

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