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4061 Powder Mill Road, Suite 705 • Calverton, MD 20705 • Phone: 301.595.8600 • Toll Free: 877.595.8605

As yet another summer comes to an end, we really hope you found time to relax and spend some quality time with loved ones.  My family and I recently enjoyed a week at Delaware’s Rehoboth Beach where it seems absolutely OK and acceptable to eat an ice cream cone every night.  Walking up and down the boardwalk and chasing my little guys around Funland for hours each night certainly helps to combat the extra calories consumed throughout the week.  That’s how I justify it to myself, anyway.

As we are always searching for new ways to serve you better, we’d like to officially introduce our new monthly newsletter, “The Heron.”  The newsletter will continue to provide the insights, valuable updates, recipes, health and golf tips you’ve enjoyed in the past but now in an enhanced online format. Plus, we’ll continue to share short weekly articles that we think are worth your time and can provide valuable information on different financial planning topics. For all our communications, we’ll use the opportunity to check-in and offer our thoughts and insights on current events and issues affecting our investment portfolios.  There’s no shortage of dramatic headlines and our goal is to help cut through the “noise” and discuss relevant topics that are impacting the markets.  To that end, we’d love to hear from you if you have any suggestions or topics that you’d like to discuss.  Please feel free to shoot me an email at Todd.Wike@RaymondJames.com and we’ll include it in our next edition.

As always, please don’t hesitate to let us know if there is anything we can do to be of service or assistance.

Todd M. Wike, CFP®
CERTIFIED FINANCIAL PLANNER™
Managing Partner, Potomac Financial Group
2018 RJFS Chairman’s Council Member*