Your Financial Journey
Helping You Make Better Financial Decisions
Volume 13
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What Does 2019 Have In Store For You?
We love this time of year as it provides an opportunity for reflection on the past while making us think and dream of what we want for ourselves, our families, friends and clients in the year ahead. Reliving the past year’s greatest highlights of births and birthdays, weddings, anniversaries, vacations, new pets, achievements, work and personal milestones, and even loved ones we lost gives us such an appreciation for what life offers and builds the anticipation for things yet to come.
Since we don’t know what the future holds, it is inherent on each of us to take action to move our lives forward, to make the most of the time we have. Our first newsletter of the year features a powerful story from a man many of us have heard or read about, Professor Randy Pausch and his epic
Last Lecture
. In this article,
No-Regrets Lessons From a Man at Death’s Door
, Randy’s lessons are shared to motivate us to take action, to plan, to dream and to live the life we wish to have. We hope these lessons inspire you and your goals for 2019.
On behalf of all of us at Potomac Financial Private Client Group, thank you for your friendship and the great privilege of being of service to you and your family.
From our families to yours, we wish much happiness, good health and prosperity in the year ahead. Happy New Year!
Steve
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If one of your Resolutions this year is financial, you do not have go it alone – our team is on your side to help you get there. One of the planning tools we began rolling out to clients last year is the “Wealth Guide” – a simple executive summary of your goals including progress notes. If you don’t have one yet, let’s get it started in 2019. This document is a great place to record your New Year’s financial resolutions as well as your long-term goals. If you’ve made a resolution, let us know. Here’s how: Send an email your advisor (
Mike
,
Steve
,
Joe
or
Tim
) with your resolution in the title of the email. We’ll add it to your Wealth Guide” (or start one for you). Then, when we have our financial plan and investment review, we’ll be able to check in with you on your progress and help you succeed.
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We’re delighted to report that Commonwealth Financial Network®, the Registered Investment Adviser–broker/dealer we partner with to help manage your financial life, was ranked “Highest in Independent Advisor Satisfaction Among Financial Investment Firms” in the J.D. Power 2018 Financial Advisor Satisfaction Study.*
This is the fifth straight time Commonwealth has received this award, and we’re honored to be associated with a firm that continues to receive such well-deserved recognition.
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January 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 first quarter of 2019 and beyond. Victor will share the thinking of his Global Market Insights Strategy Team utilizing the familiar Guide to the Markets presentation.
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World Capital Market performance and a timeline of events for the last quarter of 2018
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Contact Us:
6723 Whittier Avenue, Suite 305
McLean, VA, 22101
703-891-9960
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Potomac Financial Private Client Group | 6723 Whittier Ave Suite 305 McLean VA | 703-891-9960
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a registered Investment Adviser. Fixed products and services offered by Potomac Private Client Group, LLC are separate and unrelated to Commonwealth. This informational e-mail is an advertisement, and you may opt out of receiving future e-mails. To opt out, please follow the 'Unsubscribe' instructions as indicated.
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