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.
We’ve been so excited around here celebrating the Washington Nationals winning the 2019 World Series title. Their motto for the season, “Stay in the fight,” certainly summed up the entire World Series run down to the very end. We are definitely grateful for the...read more
As you gather with loved ones for the holidays, consider discussing your legacy plans.read more
Donating appreciated equity can be a gift for both you and your favorite charity.read more
In today’s age of online shopping, online banking, and email databases, it’s more important than ever to be safe online.read more
Caring by nature and with a love for solving complex challenges, Brad has been helping PFG clients achieve their financial freedom for over ten years. As a CERTIFIED FINANCIAL PLANNER® professional, he takes time to learn about his clients’ dreams and aspirations and...read more
You might have heard that your plate should have all the colors of the rainbow, but do you know why?read more
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.