The Heron
Potomac Financial Group’s Newsletter
From the Desk of Todd Wike
Whether posing for holiday photos or engaging in a friendly gingerbread house contest, our team is enjoying the holiday season together.
12 wishes for the new year
What’s on the market’s wish list for 2023? Raymond James CIO Larry Adam provides a festive perspective.
Why do the wealthy borrow? Sometimes, debt makes sense
Strategic borrowing can keep your financial plan intact and at work.
Start fresh with your financial planning this winter
Review your eligibility for benefits programs and get organized for the year.
Little Debbie Christmas tree dip
Little Debbie Christmas Tree Dip is a festive treat to make this holiday season.
From the Desk of Todd Wike
Thanksgiving is the traditional time for giving thanks.
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