Your Financial Journey
Helping You Make Better Financial Decisions
Volume 12
E xciting News!  Check out the Washington Post Magazine on Sunday, October 21, 2018 as Michael Kalas, CFP®, AIF®, CEO & Steven Richardson, CPA, CFP®, CRPS®, President are recognized as Five Star Wealth Managers for 2018*! 
PFPCG Receives Small Business of the Year Award

On October 2nd, Potomac Financial Private Client Group, L.L.C. was honored by the McLean Chamber of Commerce as “ Small Business of the Year ” at the annual “Suits and Sneakers” community event.
Open book_ hardback books on bright colorful background. Back to school. Copy space for text. Set of books in the library. Knowledge_ Science.

earn about the forms necessary for parents to have necessary legal authority to act on a child's behalf.

Tesla: A Lesson in Failure of Board Oversight of Senior Management
Insurance concept of car insurance life insurance home insurance to protection by umbrella.
With government health care policies always uncertain and the memory of super storms still fresh, now is a good time to review insurance policies...
October Webinar: Guide to the Markets Update
Victor Rohe, V.P. of J.P. Morgan Asset Management, will review the current state of our markets and economy, lending institutional insight into the forecast for the final quarter of 2018 and beyond. Victor will share the thinking of his Global Market Insights Strategy Team utilizing the familiar Guide to the Markets presentation.

An illustration of a  One-Way  style sign that says First Quarter

World Capital Market performance and a timeline of events for Q3 2018.

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*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to 1975 Washington, D.C. area wealth managers were considered for the award; 100 (5 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 1417 considered, 106 winners; 2016: 1665 considered, 208 winners; 2015: 1837 considered, 227 winners; 2012: 449 considered, 97 winners.