District Capital
I know what it's like to be in the dark, money-wise. You don't have to be.
I’m Alvin Carlos, a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating.
Subscribe to learn more about:
▶︎ How to retire by 55
▶︎ Smart strategies for early retirement
▶︎ Maximizing your 401(k), Roth IRA, TSP and RSUs
▶︎ The best ways to save for your child’s education
▶︎ Tax-efficient investment strategies
💸 If you have any ideas of topics you want me to discuss, please reach out. 💸
Amazon RSUs Explained: Maximize Wealth, Minimize Taxes
Don't Convert to Roth Until You Watch This!
How To Maximize Your Restricted Stock Units (3 Strategies For RSUs)
How To Do A Backdoor Roth In Vanguard (4 EASY STEPS)
Reduction In Force (RIF) For Federal Employees: What to Do If You Get Laid Off from a Government Job
Backdoor Roth IRA in 4 steps! #shorts
How To Do A Backdoor Roth In Fidelity (4 EASY STEPS)
How Much Do Financial Advisors Charge? (IT’S ALL OVER THE PLACE)
How To Invest In The S&P 500: (EASY STEP BY STEP GUIDE 2023)
Net Worth To Be In America's Upper, Middle & Lower Class
How To Buy Treasury Bills 2025 | Step-By-Step Tutorial
What Should I Do With My TSP When I Retire?
6 Best Short-Term Investments With High Returns (OVER 5%!)
How To Build A Treasury Bill Ladder (T-BILLS OVER 4%!)
TSP Mutual Fund Window Explained! (OVER 100 NEW VANGUARD FUNDS TO CHOOSE FROM!)
How To Buy Brokered CDs In Vanguard
How To Buy Brokered CDs In Fidelity
8 Best Cash Back Credit Cards (NO ANNUAL FEE!)
Brokered CDs Explained! (EARN UP TO 5% INTEREST!)
Gift Tax Explained! (DO YOU OWE TAXES ON YOUR DAD’S GIFT?)
HSA vs HRA (10 MAIN DIFFERENCES)
Student Loan Forgiveness 2022 (7 TOP FAQ)
ABLE Accounts Explained! (SHOULD YOU OPEN ONE?)
How to Combine Finances with Your Partner (4 KEY STEPS)
529 vs Brokerage Account: Which Is Better For College Savings?
3 Ways to Invest Your Tax Refund Money (You Haven’t Thought of This!)
I Bonds Explained! (Is 9.62% Guaranteed for Real?)
Sustainable Investing Explained! (ESG, SRI, socially responsible)
Secure Act 2.0 Summary (7 WAYS IT CAN IMPACT YOUR RETIREMENT)
529 vs UTMA: Which Plan Should I Choose?