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

I was reminded this weekend by the many signs around me that summer has now officially come to an end and we are quickly entering the final few months of the year - whether we are ready for it or not! The kids are now back in school, football season is in full swing,...

5 Ways a Trust Can Help Create a Legacy That Lasts

A well-crafted estate plan can help you maintain control of your assets while creating an enduring legacy that promotes your values.

Wealth Planning Solutions for Today’s Modern Households

As family dynamics change, the need to protect wealth and build legacies is more important than ever.

What Do You Need to Know About Amending Your Tax Return?

If you discover you made a mistake on your tax return, you can still file an amended return with corrections.

Dealing with Sleep Apnea

You may fall asleep easily. But you never seem to get a good night’s rest. You may have sleep apnea, a breathing disorder that disrupts your sleep.

Recipe of the Month: White Bean and Broccolini Salad

Honey mustard and red pepper flakes give this veggie salad a unique sweet and spicy flavor.

From the Desk of Todd Wike

Welcome to “The Heron”

How to Fight Financial Fraud

Financial fraud is on the rise, but it’s possible to outsmart scammers.

IRS Provides Helpful Tools, Resources for Retirees

The IRS provides resources to people who have recently retired or who are planning to retire.

Recipe of the Month: Zucchini Soup

A great recipe for the end of summer.

Uphill Putts Shouldn’t Be Tricky

That long, uphill putt. So unpredictable.

What You Need to Know About Strokes

Strokes are the leading cause of death in the United States.

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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.