Your Financial Journey
Helping You Make Better Financial Decisions
Volume 17
The word 2020 written on highway road in the middle of empty asphalt road at golden sunset and beautiful blue sky. Concept for new year 2020.
The end of a decade? Or the beginning of something more? 
With all the New Year’s celebrations behind us and our holiday decorations put away for another year, it’s now time to look forward, forward to the year of 2020 and its great potential and opportunity. 
What do we want to accomplish this year? What experiences have we dreamed of? What will make this year well-lived? Now’s the time to craft our vision for 2020 and then begin taking steps to make this vision a reality.
Our article this month is from our CEO, Mike Kalas. It’s entitled, “Your (Financial) New Year’s Resolutions". Whether a fan of resolutions or not, there is much wisdom in these age-based financial priorities gleaned from his nearly 25 years of providing sound, time-tested financial advice to our clients. We’d love to have you share your goals this year with us, financial and otherwise, and let’s then work together to achieve them. Let’s make this a year that will be truly memorable.

On behalf of all of us at Potomac Financial Private Client Group, thank you for your friendship and the great privilege of serving you, your families and your businesses. We are truly grateful!

From our families to yours, we wish you much happiness, good health and prosperity throughout this new year. 

Steve Richardson, President
Your (Financial) New Year’s Resolutions
by Michael R. Kalas, , CFP®, AIF® , C EO

Well it’s a New Year and the start of a new decade, 2020. Most of us will be restarting our gym routine, making an appointment with our personal trainer, or getting back into that spin or yoga class vowing to get back in shape.
I thought for this month I would give you some financial New Year’s resolutions that might be helpful getting your personal financial life in shape. I’ve divided them by age.  Click here for more.
World Capital Market performance and a timeline of events for the last quarter of 2019:

This month's Webinar:

Dial in on Wednesday, January 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 2020 and beyond.
February Webinar Topic: Saavy IRA Planning for Boomers

Thursday, February 20, 2020 at 12:00 PM ET

Mark your calendar to listen in to Steve Richardson and Tim Shean as they present strategies to help you save taxes and get more out of your IRA!
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