As January quickly comes to an end, we want to wish you a Happy New Year and we hope 2019 is off to a great start. Thankfully, the stock markets are off to a fairly strong start so far, and we hope to see some much-needed relief on our January statements after the extremely trying month of December.
During the first couple months of the year, we often find that PFG is a big part of many New Year’s resolutions for our clients, making the commitment to focus more on their financial future. That’s absolutely fine and that’s why we’re here, so please don’t hesitate to let us know if we can be of assistance in making good on your New Year’s resolution. Whether we need to review and update your financial plan, discuss life changes that may have an occurred over the last 12 months, or just schedule a regular review meeting to discuss your accounts, we’re here to help and be a resource to you and your family.
Stay tuned for some exciting announcements in the upcoming weeks including an educational client event in early April.
Todd M. Wike, CFP®
CERTIFIED FINANCIAL PLANNER™
Managing Partner, Potomac Financial Group
2018 RJFS Chairman’s Council Member*
The information contained in this material does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Todd Wike and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor’s results will vary. Past performance does not guarantee future results. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. Chairman’s Council Membership is based on prior fiscal year production. Re-qualification is required annually.