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

Whether posing for holiday photos or engaging in a friendly gingerbread house contest, our team is enjoying the holiday season together. As you can see, the interior of our new building is now down to the studs. The PFG elves have been busy working, but we can’t take...
12 wishes for the new year

12 wishes for the new year

What’s on the market’s wish list for 2023? Raymond James CIO Larry Adam provides a festive perspective. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites...
Why do the wealthy borrow? Sometimes, debt makes sense

Why do the wealthy borrow? Sometimes, debt makes sense

Strategic borrowing can keep your financial plan intact and at work. Truths that seem universal often fray at the edges, particularly when talking about money. Take for example the popular and often helpful advice from writers of bestselling personal finance books....
Start fresh with your financial planning this winter

Start fresh with your financial planning this winter

Review your eligibility for benefits programs and get organized for the year. Winter 2023 market closures Jan. 16: Martin Luther King Jr. Day Feb. 20: Presidents Day Dates to remember For deadlines that fall on a weekend, action may need to be taken by the preceding...
Little Debbie Christmas tree dip

Little Debbie Christmas tree dip

Little Debbie Christmas Tree Dip is a festive treat to make this holiday season. This delicious Christmas tree cake dip is fast and easy and so decadent. Ingredients 5 Little Debbie Christmas Tree Cakes 8 oz Cream Cheese softened 1 tsp Vanilla Extract 8 oz Cool Whip...