The Heron

Potomac Financial Group’s Newsletter

While no two investors are exactly alike, they are often affected by many of the same market forces, issues and events. So, we encourage you to keep up-to-date on the latest economic and investment news.

From the Desk of Todd Wike

As some of you may remember reading in last December’s edition of The Heron, my seven-year-old, Charlie, asked for a pair of Rocket Boosters from Santa. We were definitely scratching our heads, wondering what he meant and spent a considerable amount of time trying to...

8 Questions to Ask Your Family During the Holidays

Find the right words to connect with loved ones and capture their stories.

12 Resolutions for 2020

Start the new year right by reviewing and revamping your financial plan.

What to Know About Flexible Spending Accounts at the End of the Year

Flexible spending accounts (FSAs) are savings accounts reserved for out-of-pocket health care costs.

PFG Team Spotlight

When Deb Kelly got married and decided to start a family, she realized she had a dilemma. “I wanted to be there for and raise my children myself, but I still wanted to have a successful career," said Deb. In order to get the best of both worlds, she opened an early...

Super-Gooey Cinnamon Rolls

There’s no time like the holidays to enjoy something warm, gooey, and totally indulgent.

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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.