The Heron
Potomac Financial Group’s Newsletter
From the Desk of Todd Wike
Market volatility updates and long-term financial success
Don’t fear the language—understand it
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
More retirees crossing state lines—here’s where they’re going
Florida drew more retirees than any other state.
Don’t let estate blunders get in the way of your wishes
These cautionary tales of estate planning mistakes offer a few important lessons.
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Halibut with Salsa Verde and Grapefruit
A dish to savor beautiful citrus! It’s a simple, quick recipe with exciting flavor from The Original Dish. Serve it with a side of roasted vegetables for a balanced and refreshing dinner.
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