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

Last month we vacationed on Captiva Island in Florida and my entire family loved it!

Goal Planning and Monitoring & Investment Policy Statement

Introducing Goal Planning and Monitoring and the Investment Policy Statement, two components that set the course for your financial future.

Keeping It Close to Home for Generations

Keeping your beloved home within the family takes planning and communication.

Birds of a Feather Flock Together

Things to consider – and learn – before joining like-minded folks in a niche retirement community.

Roth vs. Traditional IRAs: What’s the Difference?

Roth and Traditional IRAs are popular retirement savings accounts and have some similarities and differences.

Low-Impact Exercises for Healthy Joints

Protecting your joints is important for healthy movement throughout your life, and there are many ways to stay active without causing injury to your knees, hips, or ankles.

« Older Entries

Next Entries »

Archives

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.