The Heron
Potomac Financial Group’s Newsletter
From the Desk of Todd Wike
We’re in about the 10th or 11th week of “stay at home” orders and now that the markets have calmed down and mostly recovered from the lows, I’ve had a bit more time on my hands to read and to think and to reflect on what we just went through and how much has changed...
PFG Quarantine
Much of life has changed due to the COVID-19 pandemic, but for the PFG team and their families, they are making the best of it!
Gifting in a Volatile Market
During times of market volatility, it’s important to review your charitable options and opportunities.
A Circle of Care
Meet the eldercare specialists you didn’t know you’d need.
How Different Types of Investment Income Are Taxed
Learn how interest income, capital gains, dividends and retirement income are treated at filing time.
9 Secrets of Successful Centenarians
These nine commonalities may help you live a longer, healthier and happier life.
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