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From the Desk of Todd Wike

From the Desk of Todd Wike

What are you looking forward to most about the summer?   7th Inning Stretch – Todd Wike, CFP®, Managing Partner, Potomac Financial Group “If we’ve spoken recently, I’ve probably mentioned how travel baseball has taken over our lives for the better part of the...
How rebalancing helps keep your portfolio on track

How rebalancing helps keep your portfolio on track

Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon. When your portfolio is first constructed, it will ideally reflect your investment objective – a combination of your goals, risk tolerance and time...
Evacuating for a storm or fire? Have these documents ready.

Evacuating for a storm or fire? Have these documents ready.

Proactive organization can make insurance claims and other recovery activities easier. Preparing for an unexpected storm or fire can help protect both your personal and financial well-being. Consider these recommendations for protecting important documents and making...
As the tax law sunset nears, review savvy gifting solutions

As the tax law sunset nears, review savvy gifting solutions

Things to know before estate tax laws sunset in 2025. On January 1, 2018, the Tax Cuts and Jobs Act (TCJA) added provisions to the tax code to reduce income tax burdens. Many, however, weren’t permanent. That’s why December 31, 2025, will be an important day, with 23...
Salmon Croquettes With Dill Sauce

Salmon Croquettes With Dill Sauce

BY CAROLINE RANDALL WILLIAMS AND ALICE RANDALL Photo by Joseph De Leo, Food Styling by Liza Jernow These are straight old-school. Canned salmon formed into a patty and fried was dinner and supper and sometimes even breakfast in many a hardworking black household in...