Potomac Welath Advisors

November 4, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

October-Here’s To Your Wealth

The Markets:  Like millions of Americans, the U.S. stock market seems to be waiting for the U.S. election for clues on what will happen next. After a sharp January – February 2016 decline followed by an immediate rebound, the end result is that several of the U.S. stock market indices are up only low single […]

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July 26, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

How a Clinton, Trump, or Johnson Win Will Impact Near and Current Retirees, Part II

This is Part 2 of my 2-Part series on how a Republican, Democratic, or Libertarian presidential win would impact a person who is near retirement or recently retired. In Part I, I focused on each candidate’s positions on Social Security. This part will focus on Medicare, Medicaid, and will touch on other issues that are […]

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June 9, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Five Financial Concepts Your Teens Should Understand Before High School Graduation

With graduation around the corner, high school seniors and their parents are focused on graduation requirements and what will be needed to start their college education off to a great start. But what about their personal finance education requirements? Are financial skills included in a student’s formal education? Not usually. In fact, I am astonished […]

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