The Heron
Potomac Financial Group’s Newsletter

From the Desk of Todd Wike
Springing forward with market insights.

Reviewing the building blocks of the global food chain
Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.

Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.

Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.

Leveraging a non-occupant co-borrower to buy a home
Is a co-borrower suitable for your situation?

No-Bake Strawberry Dream Bars
These creamy strawberry and lemon no-bake dessert bars taste like a dream.
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