Your Financial Journey
Helping You Make Better Financial Decisions
Volume 16
A vintage flag of the United States of America for Veteran s day
by Michael R. Kalas, CFP®, AIF®, CEO

Happy Veteran’s Day to all of our clients and subscribers who are veterans. Thanks to you, and your families who supported you, for your honorable service to our country. As a financial advisor, who also had a career in the Navy, I have worked with many military clients. I enjoy the fact that they are disciplined, serious, and care about taking care of the financial needs of their families. I thought it might be beneficial to share some of my observations over my 23 years of working with these great folks ...
Please welcome the newest member of our team!
Some of you may have already had the opportunity to meet or speak with our newest team member, Ryan "Sully" Sullivan. Sully joined the firm as our newest Advisor Assistant. Like Hokies Ryan Kellinger and Kyle Morrissey, Sully graduated from Virginia Tech with a degree in Finance and is preparing for a career in Financial Planning. To learn more about Sully, click here to read his bio. We look forward to introducing you to him soon!
World Capital Market performance and a timeline of events for the first quarter of 2019:

Dial in on Tuesday, October 22nd at Noon ET to hear Victor Rohe, V.P. of J.P. Morgan Asset Management review the current state of our markets and economy, lending institutional insight into the forecast for the remainder of 2019 and beyond.
Client Appreciation Event
We hope you can join us for and afternoon of wine and hors d'oeuvres at
Fleetwood Farm Winery on
Saturday, November 9th, 2019
from 1:30 to 4:30 pm
RSVP to by 10/30
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Potomac Financial Private Client Group | 11130 Sunrise Valley Drive, Suite 130, Reston, VA 20191

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