The Heron
Potomac Financial Group’s Newsletter
From the Desk of Todd Wike
With market volatility on just about everyone’s mind, I think it’s important that we don’t lose sight of all the other important components of your financial plan.
Annuity strategies aren’t one-size-fits-all
These versatile contracts can address a broad range of financial needs. Explore how different strategies pair with particular goals.
The benefits of investing with intention
Align your values with specialized investment and philanthropic vehicles.
An empty nest could mean a fuller wallet
When children leave home, you may have extra resources to invest in yourself.
Harness the power of flexible lending
Did you know a securities-based line of credit (SBL) can help you finance everything from a dream home to a dream … horse?
Zucchini bread straight from Sara’s garden
A nutritious and delicious summer favorite.
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