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4061 Powder Mill Road, Suite 705 • Calverton, MD 20705 • Phone: 301.595.8600 • Toll Free: 877.595.8605

From the Desk of Todd Wike

From the Desk of Todd Wike

If you read my “From the Desk of Todd Wike” article last month, I mentioned the relative calm in the markets during 2019 with the hopes that 2020 would continue along the same trajectory. Unfortunately, there’s always the caveat that the markets can suddenly be...
Optimize Your Estate Plan for 2020 and Beyond

Optimize Your Estate Plan for 2020 and Beyond

A new year brings new opportunities to help you protect your legacy through estate planning. Here are five ways to optimize estate planning that are too important to abandon by February, including multigenerational planning, digital sharing, tax law changes, a general...
Don’t Let “Sequence of Returns” Risk Ruin Your Plans

Don’t Let “Sequence of Returns” Risk Ruin Your Plans

You’ve saved diligently throughout your career, invested those savings prudently, and accumulated a nice nest egg. Now that retirement is within sight, you’re set, right?For most, the answer is yes. But every investor takes some risk that well-laid plans could go...
Opportunity Blooms in Tax Season

Opportunity Blooms in Tax Season

Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill.If you receive a refundSo you worked diligently with your tax preparer to complete your return, only to...
PFG Team Spotlight

PFG Team Spotlight

“Four glorious years!”That was Chris Heald’s energetic response when asked how long ago he joined the PFG team as a Financial Advisor. Previously a Raymond James Financial Services Independent Advisor since 2004, Chris and Todd Wike first met at a Raymond James...
Mongolian Beef (PF Chang’s Copycat)

Mongolian Beef (PF Chang’s Copycat)

Made at home by our own Sara Aulebach, the recipe comes highly recommended!Ingredients:1 tablespoon Vegetable oil1-2 teaspoons minced ginger1 tablespoon minced garlic1/2 cup soy sauce1/2 cup water3/4 cup dark brown sugar1 cup Vegetable oil1 1/2 pounds flank...