The Heron

Potomac Financial Group’s Newsletter

Special Market Update Editions from Todd Wike

With the recent market uncertainties, we are pleased to provide special editions of The Heron. We will continue to provide critical updates and information to keep you current on the latest economic and investment news.

March 27, 2020
Thoughts on this week’s market “bounce” and commentary on the ongoing market uncertainly due to COVID-19.

March 19, 2020
An update on continued market fluctuations resulting from the COVID-19 pandemic.

From the Desk of Todd Wike

If you read my “From the Desk of Todd Wike” article last month, I mentioned the relative calm in the markets during 2019 with the hopes that 2020 would continue along the same trajectory. Unfortunately, there’s always the caveat that the markets can suddenly be...

Optimize Your Estate Plan for 2020 and Beyond

Five ways to refine your plan for the future.

Don’t Let “Sequence of Returns” Risk Ruin Your Plans

Consider preservative strategies well before you retire.

Opportunity Blooms in Tax Season

Whether you get a refund or end up owing, you have options.

PFG Team Spotlight

“Four glorious years!”That was Chris Heald’s energetic response when asked how long ago he joined the PFG team as a Financial Advisor. Previously a Raymond James Financial Services Independent Advisor since 2004, Chris and Todd Wike first met at a Raymond James...

Mongolian Beef (PF Chang’s Copycat)

Made at home by our own Sara Aulebach, the recipe comes highly recommended!Ingredients:1 tablespoon Vegetable oil1-2 teaspoons minced ginger1 tablespoon minced garlic1/2 cup soy sauce1/2 cup water3/4 cup dark brown sugar1 cup Vegetable oil1 1/2 pounds flank...

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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.