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The Heron

Potomac Financial Group’s Newsletter

I’d like to take this opportunity to share the most recent edition of the Investment Strategy Quarterly with you—a publication featuring actionable market commentary and insight provided by the Raymond James Investment Strategy Committee.

This is our 2024 Outlook issue and we feature the perspectives of some of our firm’s top thought leaders, including Chief Investment Officer Larry Adam; Chief Economist Eugenio J. Alemán and Economist Giampiero Fuentes; Washington Policy Analyst Ed Mills; Managing Director Energy Analyst Pavel Molchanov; European Strategist* Professor Jeremy Batstone-Carr; Senior Equity Strategist Talley Léger; Senior Investment Strategist Tracey Manzi and Chief Market Strategist for Raymond James Investment Management* Matt Orton.

Inside, you’ll find:

  • A letter from Larry Adam discussing our outlook—Markets: Mild or Spicy?
  • An overview of the economy—2024 Economic Outlook: Prepare for Landing
  • What happens in markets during an election year?—2024 Preview: Market Performance in a Presidential Election Year
  • A look at opportunities in the bond market–Ready, Set, Lock in Rates
  • The stock market in the new year—Respect the Trend but Curb Your Enthusiasm for Stocks Next Year
  • Disconnects in the market—Macro Uncertainty, Micro Opportunities
  • Around the world in 2024—A Desynchronizing World: Slowing Growth, Decelerating Inflation, Policy Easing
  • Energy in the new year—Two Wars in Two Years: Stark Reminders about Energy Security
  • And our regular features—Economic Snapshot and Sector Snapshot

If you have questions or concerns about any of the topics discussed in Investment Strategy Quarterly—or how these or other issues may affect your portfolio—please call me to discuss or to set up an appointment.

In addition, we are thrilled to share some exciting news with you—we have a new addition to our team! Please join us in welcoming Greg Wilkinson, who has recently joined our office as a new Financial Advisor in training. Prior to joining our team, Greg spent 6 years as a Manager within Deloitte Consulting’s Finance practice.

Greg comes to us with a strong passion for finance and a commitment to delivering exceptional service to our clients. As he embarks on this exciting journey, we are confident that his dedication and eagerness to learn will make a positive impact on our team and, ultimately, on the quality of service we provide to you.

During this training period, Greg will be working closely with our experienced advisors to further develop his skills and gain valuable insights into the intricacies of financial planning. We believe that his fresh perspective and enthusiasm will bring a new dimension to our team, benefiting both our office and, more importantly, our valued clients.

We encourage you to extend a warm welcome to Greg as he begins this exciting chapter in his career. While he is in training, his interactions with clients will be closely supervised to ensure a seamless transition and a positive experience for everyone involved.

If you have any questions, please feel free to reach out to us.  We thank you for your continued trust in our services and look forward to the positive contributions that Greg will make to our team.

Best regards,

Take care,

Jeremy S. Dvorak, 
Potomac Financial Group

*An affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.

All expressions of opinion reflect the judgment of the Investment Strategy Committee and are subject to change. There is no assurance the trends mentioned will continue or that the forecasts discussed will be realized. Investing involves risk, and you may incur a profit or loss regardless of the strategy selected, including diversification and asset allocation.

Bond prices and yields are subject to change based upon market conditions and availability. If bonds are sold prior to maturity, you may receive more or less than your initial investment. Holding bonds to term allows redemption at par value. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise.

Investing in the energy sector involves special risks, including the potential adverse effects of state and federal regulation and may not be suitable for all investors.

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 Jeremy Dvorak 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. Raymond James is not affiliated with and does not endorse the services or opinions of the various podcasts or applications discussed in this material.

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Melt-in-Your-Mouth Pot Roast

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Wike Financial, LLC. Potomac Financial Group and Wike Financial, LLC are not registered broker/dealers, and are independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © 2017 Raymond James Financial Services, Inc., member FINRA/SIPC. Privacy Policy