To help individuals and their families preserve, grow and transfer their wealth so that it is better positioned to achieve the greatest positive impact on the people, organizations and communities which they care most about, now and for future generations to come.
In this endeavor, we have developed a process by which we remain fully informed about our clients’ financial & personal goals. We make responsible investment recommendations that consider all aspects of our clients' financial well-being.
Ayesha Yasin, CRPC®
Alizeh Afzal
JoAnne Desjardins
Stephanie Hernandez, APP
At The District Capital Group, we are very proud that Financial Advisor Ayesha Yasin has been named to the Forbes Top Women Wealth Advisor Best-In-State list in 2024. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Ayesha!
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
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April 18, 2023
Daily market view
June 1, 2023
Global insight weekly
October 30, 2024
Trend & cycle: The long view
July 10, 2023
Investor's Edge
Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.