PWA News
An Update on Some Recent Potomac Wealth Happenings
New Team Members
Thanks to the loyalty and referrals from our clients and friends, we continue to grow. To help manage that growth, we are actively looking for an additional full-time support person, and we are welcoming a new summer intern, Brian Pflaum. Brian attends the University of Maryland and has a great background that should allow him to make a meaningful contribution to our team.  
Ongoing Due Diligence
As part of our investment reviews, we routinely meet with asset managers and perform site visits. Mark Avallone had to suffer through a visit to sunny Newport Beach, CA to meet with PIMCO, and then spend 3 days at a Prudential conference in Naples, Florida. All levity aside, the visits were very informative and meeting with the money managers at PIMCO was a highlight. Being an investment management geek, Mark was star struck when he met with Dan Ivascyn, Mark Kiesel and Alfred Murata, all former Morningstar Managers of the Year. Fortunately, Mark gained enough composure to not ask for autographs!
Community
John Orem conducted a workshop for graduating seniors at St. Anselm's Abbey School. Potomac Wealth Advisors, LLC is passionate about educating youth of all ages about the importance of financial planning. If you would like us to speak to a group of colleagues or at a local organization, please let us know.
Media Coverage
Following the successful release of Countdown To Financial Freedom, and with the stock and bond markets in the media focus, Mark continues to be asked to discuss how current events are shaping the markets. Mark made appearances on CNBC, FBN, NBC4, Fox 5, and other networks discussing a range of issues from financial planning strategies to President Trump's impact on the markets. Please let us know if you would like Mark to speak at an upcoming event.
Really Important News.........
For the second consecutive year, Abigail Avallone won a first place medal at the Maryland State Gymnastics Championships. This year, Abigail, who is 9, competed in the Level 4 Championship and she took 1 st place on floor exercises, 3 rd on Vault and 6 th overall. We are very proud of her!

Thanks to everyone who continues to make each day at PWA an enjoyable one.
Mark Avallone and the Potomac Wealth Advisors Team
  
P.S. Please feel free to forward this commentary to family, friends, or colleagues. If you would like us to add them to the list, please reply to this e-mail with their e-mail address and we will ask for their permission to be added.
  
Potomac Wealth Advisors, LLC
15245 Shady Grove Road, Suite 410
Rockville, MD  20850
  
Phone: 301.279.2221
Fax: 301.279.2230
Email:  clientservices@potomacwealth.com


Securities and Investment Advisory Services offered through H. Beck, Inc., Member FINRA/SIPC. 6600 Rockledge Drive, 6th Floor, Bethesda, MD 20817 301.468.0100. Potomac Wealth Advisors, LLC is not affiliated with H. Beck, Inc. 
    
   
This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results.  This information should not be relied upon by the reader as research or investment advice regarding any funds or stocks in particular, nor should it be construed as a recommendation to purchase or sell a security.  Past performance is no guarantee of future results.  Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Diversification and asset allocation do not guarantee against loss. They are methods used to manage risk.
This report has been derived from information considered reliable, but it cannot be guaranteed as to accuracy or completeness.
 
This report has been derived from information considered reliable, but it cannot be guaranteed as to accuracy or completeness.  

  
*The Dow Jones Global Indexes (DJGI) is a family of international equity indexes, including world, region, and country indexes and economic sector, market sector, industry-group, and subgroup indexes created by Dow Jones Indexes a unit of Dow Jones & Company best known for the Dow Jones Industrial Average.

 

The indexes are constructed and weighted using market value-weighted index. They provide 95 percent market capitalization coverage of developed markets and emerging markets. More than 3000 DJGI indexes provide data on more than 5500 companies around the world. Market capitalization is float-adjusted

 

*The DJIA is a widely followed measurement of the stock market. The average is comprised of 30 stocks that represent leading companies in major industries.   

 

* The Standard & Poor's 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. 

   

*The NASDAQ Composite Index is a market-valued weighted index, which measures all securities listed on the NASDAQ stock market.

 

*The S&P Mid Cap 400 Index This Standard & Poor's index serves as a barometer for the U.S. mid-cap equities sector and is the most widely followed mid-cap index in existence. To be included in the index, a stock must have a total market capitalization that ranges from roughly $750 million to $3 billion dollars. Stocks in this index represent household names from all major industries including energy, technology, healthcare, financial and manufacturing.

 

*The Russell 2000 Index is a small-cap stock market index of the bottom 2,000 stocks in the
.
* The MSCI EAFE Index is a stock market index that is designed to measure the equity market performance of
developed markets outside of the U.S. & Canada. It is maintained by MSCI Barra, [1]a provider of investment decision support tools; the EAFE acronym stands for Europe, Australasia and Far East.

 

* The MSCI  Emerging Markets Indexs a float-adjusted market capitalization index that consists of indices in 21 emerging economies: Brazil, Chile, China, Colombia, Czech Republic, Egypt, Hungary, India, Indonesia, Korea, Malaysia, Mexico, Morocco, Peru, Philippines, Poland, Russia, South Africa, Taiwan, Thailand, and Turkey.  

 

*The Merrill Lynch US High Yield Master II Index (H0A0) is a commonly used benchmark index for high yield corporate bonds. It is administered by Merrill Lynch . The Master II is a measure of the broad high yield market, unlike the Merrill Lynch BB/B Index\ which excludes lower-rated securities.  

* Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.


 

*The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful. 


 

* Consult your financial professional before making any investment decision.


 * To unsubscribe from the "Potomac Wealth Advisors, LLC newsletters" please reply to this email clientservices@potomacwealth.com with "Unsubscribe" in the subject line, or click below Safeunsubscribe. You may also write us at "15245 Shady Grove Road, Suite 410, Rockville, MD, 20850 


 

  




 


Learn more about Mark Avallone's recently released book, Countdown To Financial Freedom

Recognized by:

The Washington Post
as a Greater Washington DC Region Five Star Wealth Manager (2015)

The Financial Times
as one of the country's Top 401 Retirement Plan Advisor (2015, 2016)

Private Wealth Magazine
as a member of their Inaugural All-Star Research Team (2012)

Washington Business Journal
as one of Washington's Premier Wealth Advisors (2012, 2013, 2014)

NABCAP
as one of the Top Wealth Managers in the Washington, DC Metropolitan Region (2012, 2013, 2014)

SmartCEO Magazine
Magazine Money Manager Award Recipient Finalist, Washington, D.C. Metropolitan Region
(2015)

Consumers' Research Council of America
as one of America's Top Financial Planners (2012, 2013, 2014)

DC Magazine
as a Five Star Wealth Manager, Washington, D.C. Metropolitan Region (2012)

SmartCEO Magazine
Magazine Top Wealth Manager, Washington, D.C. Metropolitan Region
(2012)

Financial Advisor Magazine
as an All-Star Research Manager (2012)