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

We’re heading into the summer months and we hope you can find some time to relax and enjoy a baseball game, some barbeques or a vacation with loved ones. As promised, we’ll be featuring one of the 7 steps of the Freedom7 process each month and we thought that sharing...

Everplans – How to Leave a Legacy

A simple guide for you and your family. This is bigger than your Will, but as easy as sharing a family recipe. Life and legacy planning takes you beyond finance and insurance to also focus on the important everyday details you need your loved ones to know. Things...

Joining Two Financial Lives? Treat It as a Partnership

Many couples are hesitant to discuss money – but conquering that discomfort is necessary to get your spending, saving and long-term goals in sync. For What It’s Worth is also available on Apple Podcasts and Spotify. Recorded May 20, 2019 with Financial Planning...

Focus on Financial Progress, Not Financial Perfection

Incremental steps will get you closer to a healthier financial plan.

Hobby or Business?

You may make jewelry, sell baked goods, or do some carpentry. When you start selling these goods, the IRS may need for you to report this income.

East Coast Crab Cakes

A Maryland staple, these crab cakes made from fresh lump crab meat and Old Bay are authentic and easy to prepare.

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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.