The Heron
Potomac Financial Group’s Newsletter

From the Desk of Todd Wike
I’m sharing the recording of the February 17th market update webinar with guest, Steven Chiavarone, CFA®, Vice President, Portfolio Manager and Equity Strategist for Federated Hermes.

Healthcare Policy Analyst Weighs in on Vaccine Progress
“By the end of March, we’re likely going to have more than 200 million doses of the vaccines available,” explains Raymond James Healthcare Policy Analyst Chris Meekins.

Are You and Your Partner on the Same Retirement Page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.

How Different Types of Investment Income Are Taxed
Learn how interest income, capital gains, dividends and retirement income are treated at filing time.

Cognitive Aging Can Pose Challenges to Financial Decision-Making
Fluid intelligence – our ability to use logic and solve problems – declines as we age. But we can combat these cognitive changes.

Mamma’s Cheesecake
This cheese cake was a staple around our table growing up. My mom was often asked to make it for family gatherings and we were always happy when she did! Simple, quick, deliciousness.
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