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
There was no shortage of clever headlines used throughout the month of October to describe the very difficult month that we experienced with the stock and bond markets. “Uncertainty Spooks Investors” and “Markets Remain Scary” are two examples that come to mind. As...
read moreMaking Sense of Medicare Myths
Take the time to learn the facts behind these common Medicare misconceptions.
read moreInvestor Access is now Client Access
As part of our ongoing efforts to improve your online experience, the look, feel and functionality of Investor Access has been updated. The website is now responsive, meaning it will look great and work well on any device, whether that be a PC, Mac, laptop, tablet or mobile device.
read moreWhat Do the Different Filing Statuses Mean?
What are you? That may sound like a trick question, but we’re talking taxes.
read moreWrestling with Arthritis
Rheumatoid arthritis and gout are among the more than 100 types of arthritis, which is sometimes referred to as joint inflammation, joint pain, or joint disease.
read moreHealthy Homemade Carrot Cake
This healthy homemade carrot cake recipe is very moist, has a wonderful texture, with a perfect flavor. Top it with this thick and creamy dairy-free cream “cheese” frosting recipe for an extra spectacular spring dessert.
read moreFrom the Desk of Todd Wike
As volatility has returned to the stock and bond markets over the last few weeks, I wanted to share some thoughts on what we have been experiencing and where we might be going from here.
read moreHow to Handle Market Volatility
It’s natural to be nervous when the markets head toward volatile territory. Keep a positive perspective with these resources.
read moreThe Roller-Coaster Return of Episodic Volatility
Andrew Adams, CFA, CMT, Senior Research Associate, analyzes the market’s recent pullback and discusses what investors might expect moving forward.
read moreIs It Time for a ‘Paycheck Checkup’?
The IRS encourages everyone to use the Withholding Calculator to perform a quick “paycheck checkup.” This is even more important this year because of recent changes to the tax law for 2018.
read moreGet Your Allergy Basics Right Here
Doctors call those annoying irritants – pollens, mold, animal dander, certain foods – “allergens.”
read moreSalmon BLT
Salmon fillets add extra protein — and flavor — to your tried and true BLT.
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