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

The Heron

Potomac Financial Group’s Newsletter

While no two investors are exactly alike, they are often affected by many of the same market forces, issues and events. So, we encourage you to keep up-to-date on the latest economic and investment news.

From the Desk of Todd Wike

My, what a difference a few months can make!  A few rays of sunshine, longer days, warmer temps and the best start to a year for the stock market in 30+ years…life is good! Now that we’re almost through the first quarter of the year, it’s a good time to revisit those...

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Pensions and Annuities: What’s Taxed?

Depending on the types of retirement benefits you receive, they could be taxable. Here are some basics: Fully Taxable Payments The pension or annuity payments that you receive are fully taxable if you don’t have an investment in the contract because: You didn't...

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Simple Meditation for Clarity and Peace

Today’s culture can seem overwhelming, and we can feel bombarded with information and stress. One way to find some inner peace is through meditation. It’s a lot easier than you may think. If you practice, it’s about the progress – not the perfection. In fact, the best...

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Southern Buttermilk Biscuits

Ingredients: 2 cups Southern all-purpose flour (White Lily or other brand), plus more for kneading 1 Tbsp. baking powder 1 tsp. fine sea salt ¼ cup cold unsalted butter, cut into small pieces and chilled ¾ to 1 cup buttermilk Directions: Begin by preheating your oven...

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From the Desk of Todd Wike

I read an article earlier this week that was written by one of the “talking heads” on CNBC (one of the “talking heads” that I really enjoy listening to, by the way) and it made me think.  He wrote about the “Quarterly Investment Letter” and how it has quickly become a...

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Home Office Deduction

If your home is your principal place of work and you dedicate an office or portion of your home to work, then you may be able to deduct expenses.

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Wike Financial, LLC. Potomac Financial Group and Wike Financial, LLC are not registered broker/dealers, and are independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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