In The Media

District Capital Management is making the news. Here are our latest press releases and news articles.

District Capital Management's Alvin Carlos quoted in Yahoo Finance on using AI to manage a tight budget

YAHOO FINANCE

Americans Are Making More Money but Feeling Poorer — Inflation Keeps Crushing Wage Gains: Report

August 20, 2026

Alvin Carlos of District Capital Management quoted in CNBC on resetting your budget as gas prices rise

CNBC

Gas prices could rise as Iran conflict escalates—a ‘budget reset’ may help absorb the added cost, financial planners say

July 8, 2026

Alvin Carlos, District Capital Management, featured in Business Insider on affording monthly debt payments

BUSINESS INSIDER

Why so many people can't keep up with their monthly debt payments

June 30, 2026

Alvin Carlos, District Capital Management, quoted in Yahoo Finance on Florida residency and state tax savings

YAHOO FINANCE

4 Reasons Trump Likely Chose Florida as Residence — and Why You Should, Too

March 23, 2026

Alvin Carlos, District Capital Management, quoted in Fast Company on healthcare costs for solopreneurs

FAST COMPANY

‘I thought about folding’: How limited healthcare access cripples solopreneurs

February 24, 2026

Alvin Carlos, District Capital Management, featured in WSJ Buy Side on the cost of a business loan

WALL STREET JOURNAL

Business Loan Costs: 5 Factors That Affect How Much You Owe

February 23, 2026

Bond Funds vs. Individual Bonds

Investopedia

Bond Funds vs. Individual Bonds: Which Actually Protects Your Money Better?

December 1, 2025

social security

YAHOO FINANCE

Taking Social Security at 62 is a hot topic. Experts weigh in.

November 29, 2025

CASH VS CREDIT CARDS

GO BANKING RATES

Cash vs. Credit Card: Here’s the Actual Best Way for Retirees To Pay for Travel

October 5, 2025

INTEREST RATES FALLING

FINANCIAL ADVISOR MAGAZINE

With Interest Rates Falling, What Do Advisors Tell Yield-Dependent Clients?

September 29, 2025

middle class retirees

AOL

The 5 Bills Middle-Class Retirees Should Cancel First — Even If It’s Begrudgingly

September 14, 2025

Insurance should protect your finances

MARKET WATCH

Insurance should protect your finances. People say it’s crushing their budgets instead.

September 10, 2025

Is The Time Right For A Small-Cap Rally?

FINANCIAL ADVISOR MAGAZINE

Is The Time Right For A Small-Cap Rally?

August 20, 2025

Advisors Include Kids in College-Financing Talks

THE DAILY UPSIDE

Advisors Include Kids in College-Financing Talks

August 19, 2025

Living on a Cruise Ship in Retirement

INVESTOPEDIA

Living on a Cruise Ship in Retirement: A Brilliant Hack or a Costly Mistake?

August 18, 2025

Boost Your Social Security Benefits

INVESTOPEDIA

Experts Say This Is the Best Way to Boost Your Social Security Benefits

August 14, 2025

Active management outperformance

THE DAILY UPSIDE

Like Active Management? Odds of Outperformance Are Slim

August 11, 2025

AI powered search

FINANCIAL PLANNING

AI-powered search is re-writing SEO rules, and advisors must adjust

June 20, 2025

ALVIN CARLOS KITCES

KITCES

Scaling Financial Planning With Monday.com As A Project Management Hub In Lieu Of Wealthbox CRM, With Alvin Carlos

May 27, 2025

ARE YOU FEARING RUNNING OUT OF MONEY?

INVESTOPEDIA

Gen X Fears Running Out of Money More Than Death—Here's How To Combat That Fear

May 21, 2025

SHOULD YOU INVEST IN THE MARKET DURING RETIREMENT?

INVESTOPEDIA

Should You Invest in the Market During Retirement?

May 16, 2025

TAX TACTICS

INVESTOPEDIA

How a Simple Tax Tactic Could Help You Offset Stock Losses This Year

May 16, 2025

FINANCIAL PLANNING TECHNOLOGY

FINANCIAL PLANNING

Going beyond standard wealthtech choices: Show Me Your Stack

May 12, 2025

IS AMERICAN MIDDLE CLASS BROKEN?

AOL

Why Grant Cardone Says the American Middle Class Is ‘Broken’

May 10, 2025

AI FINANCIAL PLANNING

FINANCIAL PLANNING

The AI split: Half of firms embrace the tech, while half hesitate

May 7, 2025

fears of the future of social security

YAHOO FINANCE

How financial advisers are calming clients' fears about the future of Social Security

May 4, 2025

biggest red flag for client spending

BUSINESS INSIDER

We asked 4 financial planners for the biggest red flag in a client's spending, and they all said the same thing

April 26, 2025

financial planning budget

BUSINESS INSIDER

2 financial planners explain why you should refine your budget now, before things get more expensive

April 21, 2025

yield on cash

FINANCIAL ADVISOR MAGAZINE

Solid Yields On Cash Are Still Possible, Advisors Say

April 8, 2025

FINANCIAL SUSTAINBILITY

FINANCIAL CONTENT

The Aha Moment: A JUST idea of sustainability

February 24, 2025

federal employee laid off

Des Moines Register

Are you a fired federal employee? Here are resources to help you get back on your feet

February 21, 2025

cancel subscriptions to save money

salon

"Click to Cancel" will help us manage money, if it doesn't get canceled

February 10, 2025

grow your wealth

Grow Your Business & Grow Your Wealth

Maximize Wealth with Financial Planning for Professionals

February 4, 2025

Trump buyout offer

Market Watch

Is Trump’s ‘buyout offer’ a good deal for federal workers? Is it even legal?

January 29, 2025

esg etfs

ETF.com

Can ESG ETFs Survive Trump? Advisors Weigh In

January 23, 2025

finance tips for couples

Apartment Guide

When to Move in Together: Practical Tips for Couples Combining Spaces

January 7, 2025

How Much Is a $500,000 Life Insurance Policy?

MONEYGEEK

How Much Is a $500,000 Life Insurance Policy?

December 28, 2024

Top financial professionals

Bethesda Magazine

Top Financial Professionals 2024

October 28, 2024

How To Earn $1K to $5K a Month in Passive Income

Go Banking Rates

How To Earn $1K to $5K a Month in Passive Income No Matter What State You Live In

September 17, 2024

smart ways to handle a financial windfall

Next Avenue

Smart Ways to Manage a Financial Windfall

September 17, 2024

the best ways to give money to a teenager

Nerdwallet

The Best Ways to Give Money to a Teenager

September 4, 2024

high yield savings accounts

Business Insider

Why it's still worth opening a high-yield savings account before interest rates fall, according to a financial planner

August 28, 2024

what to do during market plunges

ETF.com

Financial Advisors Try to Project Calm During Market Plunges

August 7, 2024

what to do during market distress

Think Advisor

What to Tell Retirement Clients About Market Distress: Advisors' Advice

August 5, 2024

savings rate forecast

Business Insider

Mid-2024 Savings Rate Forecast: Will Rates Stay High?

July 31, 2024

Best Bad Credit Loans

Money Geek

Best Debt Consolidation Loans of 2024

July 19, 2024

Financial Advisor USA

Expertise.com

Best Financial Advisors in Washington DC

July 9, 2024

When Is It Worth Hiring A Financial Advisor vs Self-Investing?

Delancey Street

Best Washington, D.C. Financial Planners

July 6, 2024

financial planning social security

Yahoo Finance

Amid uncertainty around Social Security, here's what financial advisers are telling clients

May 16, 2024

District capital management media mention

The New York Times

A Wealth Shift That Could Leave Some Younger Americans Behind

April 28, 2024

financial advisor iq alvin carlos

Financial Advisor IQ

How Advisors Are Prepped for the end of 5% Cach Returns

April 11, 2024

best student loans for parents

Money Geek

Best Student Loans for Parents in January 2024

March 31, 2024

Best Bad Credit Loans

Money Geek

Best Bad Credit Loans of March 2024

March 31, 2024

best life insurance companies

Money Geek

Best Life Insurance Companies for parents in March 2024

March 28, 2024

life insurance 2026

Money Geek

Is Life Insurance Worth it?

March 19, 2024

Capital One and Discover deal

Business Insider

Capital One plans to acquire Discover — here's what that could mean for credit card and banking customers

March 21, 2024

house flipping from the experts

Porch

House Flipping: Tips from the Experts

February 8, 2024

How to pay for promising medications

Washington Post

How to Pay for Promising Medications like Ozempic

December 27, 2023

CD Rates Slide

Business Insider

We're Starting to See CD Rates Slide. Is Now the Time to Lock In?

December 26, 2023

financial planning for married couples

Nerdwallet

How to Put a Ring on It and Save for a House, Too

December 16, 2023

will cds go up in 2024

MSN

Will CD Rates Go Up In 2024?

November 28, 2023

how to master index investing

Kiplinger

How to Master Index Investing

October 14, 2023

Estate Tax Savings With UTMAs

Wealth Channel

Estate Tax Savings with UTMAs, With Alvin Carlos

October 11, 2023

best credit cards district capital

Money Geek

Best First Credit Cards for No Credit in 2023

August 29, 2023

money geek life insurance district capital

Money Geek

Life Insurance Calculator: Estimate Your Costs

August 28, 2023

Bloomberg Wealth District Capital Management

Bloomberg

Bloomberg Wealth: How to Avoid Breaking Up Over Money

August 24, 2023

payday loans

Money Geek

Cash Advances: What You Need To Know

August 18, 2023

401k to buy a house

The Penny Hoarder

Can You Use Your 401(k) to Buy a House Without Being Penalized?

July 27, 2023

money district capital

Investment News

Advisors find rewards in pro bono work

July 25, 2023

best retirement moves

Think Advisor

8 Best Retirement Moves of 2023: Advisors' Advice

August 17, 2023

5% CD

Market Watch

That 5% CD sure is Tempting - But Here's what not to use them for now

July 8, 2023

best financial advisors for millennials

Millennial Money

5 Best Financial Advisors for Millennials

July 5, 2023

What Is a High-Yield Savings Account?

CNET

What is a High-Yield Savings Account?

June 6, 2023

us baby bond bill

U.S. News & World Report

The Baby Bond Bill: $1,000 for Every Baby is Just the Start

May 23, 2023

CardRates District Capital Management

Cardrates

District Capital Management Offers Comprehensive Financial Planning Tailored to Priorities and Goals

May 22, 2023

short term CD rates

Business Insider

The best short-term CD rates are better than long-term CDs. Here's why, and how to decide which term is right for you

May 15, 2023

Wall Street Journal District Capital Management

Wall Street Journal

What Investors Should Know About Money-Market Funds and CDs

May 6, 2023

will there be more stimulus checks?

Go Banking Rates

Stimulus Update: Final Checks Are Going Out Soon — Will There Ever Be More? 7 Experts Weigh In

April 25, 2023

The Best Savings and CD Rates This Week

CNET

The Best Savings and CD Rates This Week: Some CDs Reach 5% APY

April 17, 2023

best 6 month CD rates

CNET

Best 6-Month CD Rates for April 2023

April 14, 2023

CAN YOU ADD MONEY TO A CD?

BUSINESS INSIDER

Can you add money to a CD?

March 8, 2023

retirement portfolio

Go Banking Rates

7 Ways To Balance Risk in Your Retirement Portfolio

March 1, 2023

can i retire with one million

Fortune

Is $1 million enough to retire? These experts say no

February 26, 2023

how to cut back on spending

Yahoo

Cutting Back on Spending Due to Inflation? How To Save on Dining Out, Travel and Groceries

February 14, 2023

competitive savings accounts

Market Watch

Here’s what the most competitive savings accounts are paying — and (spoiler alert) you’ll find plenty paying upwards of 4% right now

January 12, 2023

No-penalty CD vs. savings account

Personal Finance

No-penalty CD vs. savings account: Similarities, differences, and which is better for you

January 6, 2023

find a financial planner

Entrepreneur

Money Mistakes Many People Make Before Refinancing Their Home

January 5, 2023

savings accounts

Market Watch

‘Yields last seen in 2009.’ Here’s what you should be earning on a savings account now, but probably aren’t

December 7, 2022

Brokered CDs and high-yield CDs

Business Insider

What is cryptocurrency? Definition, types, and how it works

November 17, 2022

Top Financial Professional Bethesda

Bethesda Magazine

Top Financial Professionals 2022

October 26, 2022

Fed’s Latest Rate Hike

Time

The Fed’s Latest Rate Hike Just Made Your Savings Account Even More Valuable

September 22, 2022

High-Yield Savings Rates

TIme

The Best High-Yield Savings Rates Are Over 2%. These Experts Predict How High They’ll Go This Year

September 22, 2022

social security in your 40s

Yahoo

What To Know About Social Security If You Are in Your 40s

September 20, 2022

Ways to Save

The Wall Street Journal

If You Are Buying an iPhone 14, Some Ways to Save on Your Wireless Bill

September 9, 2022

have emergency savings

Market Watch

Suze Orman now says you need this much in emergency savings (and psst: you’re probably not going to like it)

September 8, 2022

deposit cash directly into your bank account

Business Insider

14 online banks and credit unions that allow you to deposit cash easily at an ATM or store

June 2, 2022

Cash Stuffing

Go Banking Rates

Cash Stuffing: What It Is and Why It’s So Popular With Gen Z

May 16, 2022

esg investing

Investment News

Advisers who ignore ESG do so at their own r-i-s-k

May 2, 2022

save money

House of Debt

Why Is Saving Money Important? 9 Reasons To Save Money

April 30, 2022

retirement planning early

Money.com

Can You Be 'Too Old' to Save for Retirement? Nearly Half of Americans Think So

April 15, 2022

save money like a financial pro

Rent.com

How To Save Money Like A Financial Pro: 16 Budgeting Tips For Renters

April 8, 2022

financial habits

Yahoo Finance

7 Financial Habits That Improve Your Daily Life

April 7, 2022

early retirement planning

Forbes

Is FIRE Still Achievable In 2022?

April 5, 2022

social security

Yahoo Finance

What To Know About Social Security If You Are in Your 40s

April 4, 2022

biden tax plan

Investment News

Advisers place little faith in Biden’s ‘billionaire tax’

March 29, 2022

backdoor roth dangers

Think Advisor

Beware of These Backdoor Roth Dangers: Advisors' Advice

March 24, 2022

inflation and savings accounts

Media Feed

Is inflation making your savings account pointless?

February 27, 2022

index funds vs mutual funds

Business Insider

5 differences between index funds and mutual funds I'm glad I finally know

February 12, 2022

stock market crash

Policy Genius

Should you prepare for a stock market crash this year?

February 2, 2022

Open a High-Yield Savings Account

The Sun News

Why You Should Open a High-Yield Savings Account Soon

January 19, 2022

predicting future expenses

Policy Genius

Study: We're all bad at predicting future expenses. Here's how to get better

January 19, 2022

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