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

For this month’s issue, I made a video from my office at PFG. It felt good to be back, if even just for a couple hours. In light of recent volatility, I invite you to watch my update on the markets as I provide thoughts regarding the ongoing recovery and beyond....
4 Priceless Money Lessons for Kids

4 Priceless Money Lessons for Kids

Financial tradeoffs, interest rates and the importance of having an emergency fund: Our current economic circumstances are full of teachable moments we can and should share with our children. After all, they’re probably not learning these topics in school. Only 1 in 6...
5 Considerations for Your Social Security Strategy

5 Considerations for Your Social Security Strategy

This year, about 65 million Americans will receive over one trillion dollars in Social Security benefits. If you’re planning to join that total and claim your benefits, timing, strategy and sound decisions can all help you maximize the outcome for your household. When...
Optimal Immune System Health to Combat COVID-19

Optimal Immune System Health to Combat COVID-19

Author, Dr. Mahsin Habid With many states beginning the process of “reopening,” more people are venturing out trying to resume some level of cautious normalcy. With increased activity, however, can come potential exposure to COVID-19. Beyond recommendations from the...
Mark Your Calendar With Summer Tax Deadlines

Mark Your Calendar With Summer Tax Deadlines

Summer 2020 market closures Friday, July 3: Independence Day (observed) Monday, September 7: Labor Day Dates to remember Wednesday, July 15: Today is the last day to file your federal income taxes. Thursday, August 6: Observe Information Security Day – update your...
Broccoli Salad Recipe

Broccoli Salad Recipe

With a sweet and sour dressing, this salad recipe is a delicious way to dress up broccoli for a barbecue or a day at the beach. Ingredients 2 tbsp red wine vinegar ½ cup sugar 1 cup Hellman’s mayonnaise 2 heads broccoli 8-10 pcs bacon 1 cup shredded cheddar cheese ¼...