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Glossary of Financial Terms A-L. Glossary of Financial Terms M-Z. To Buy or Rent: That is the Question. Home Sweet Home Equity. The Basics of Financing Your New Home. Choosing the Right Retirement Plan for Your Business. Maximizing Your Travel and Entertainment Tax Deductions. Nonqualified Deferred Compensation Plans. Documenting Your Charitable Gifts. How Charitable Giving Can Really Pay Off. A Savings Plan That Pays for More Than Just College. How to Fund a College Education. Women and Personal Finance.

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Glossary of Financial Terms A-L. Glossary of Financial Terms M-Z. To Buy or Rent: That is the Question. Home Sweet Home Equity. The Basics of Financing Your New Home. Choosing the Right Retirement Plan for Your Business. Maximizing Your Travel and Entertainment Tax Deductions. Nonqualified Deferred Compensation Plans. Documenting Your Charitable Gifts. How Charitable Giving Can Really Pay Off. A Savings Plan That Pays for More Than Just College. How to Fund a College Education. Women and Personal Finance.
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| Potomac Wealth Strategies, LLC | potomacwealthstrategies.com Reviews

https://potomacwealthstrategies.com

Glossary of Financial Terms A-L. Glossary of Financial Terms M-Z. To Buy or Rent: That is the Question. Home Sweet Home Equity. The Basics of Financing Your New Home. Choosing the Right Retirement Plan for Your Business. Maximizing Your Travel and Entertainment Tax Deductions. Nonqualified Deferred Compensation Plans. Documenting Your Charitable Gifts. How Charitable Giving Can Really Pay Off. A Savings Plan That Pays for More Than Just College. How to Fund a College Education. Women and Personal Finance.

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| Potomac Wealth Strategies, LLC

http://www.potomacwealthstrategies.com/new/potomacwealthstrategies/content.asp?contentid=2017303599

Financial Strategies for Retirement. Choosing the Right Retirement Plan for Your Business. Nonqualified Deferred Compensation Plans. Understanding Interest Rates and Your Financial Situation. Understanding the Consumer Price Index. How to Fund a College Education. Estate Planning and the Importance of Drafting a Will. Is Estate Planning Still Necessary? Plan Carefully When Choosing Your Executor. Securing Future Care with Special Needs Trusts. Dividing the Family Pie? Are Equal Slices Best? Means you pay...

2

| Potomac Wealth Strategies, LLC

http://www.potomacwealthstrategies.com/new/potomacwealthstrategies/content.asp?contentid=2017303594

Financial Strategies for Retirement. Choosing the Right Retirement Plan for Your Business. Nonqualified Deferred Compensation Plans. Understanding Interest Rates and Your Financial Situation. Understanding the Consumer Price Index. How to Fund a College Education. Estate Planning and the Importance of Drafting a Will. Is Estate Planning Still Necessary? Plan Carefully When Choosing Your Executor. Securing Future Care with Special Needs Trusts. Dividing the Family Pie? Are Equal Slices Best? We do great w...

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potomacwealthstrategies.blogspot.com potomacwealthstrategies.blogspot.com

Potomac Wealth Strategies' Blog: September 2014

http://potomacwealthstrategies.blogspot.com/2014_09_01_archive.html

An investing and financial strategies blog offered by Gary Partoyan, veteran financial advisor and owner of Potomac Wealth Strategies, LLC. Friday, September 26, 2014. Bill Gross Leaves PIMCO, Starts At Janus Capital Group on 9/29/14. Bill Gross, the founder and co-head of PIMCO (perhaps the world's largest manager of bond mutual funds) has left the firm and joined Janus Capital Group. He starts next week. My job here is to figure out if we should continue using our PIMCO mutual funds. So, please contact...

potomacwealthstrategies.blogspot.com potomacwealthstrategies.blogspot.com

Potomac Wealth Strategies' Blog: October 2014

http://potomacwealthstrategies.blogspot.com/2014_10_01_archive.html

An investing and financial strategies blog offered by Gary Partoyan, veteran financial advisor and owner of Potomac Wealth Strategies, LLC. Monday, October 20, 2014. Fed To End Quantitivate Easing. Probably the biggest thing the U.S. government has been doing to stimulate our economy in the wake of the 2008 financial crisis and recession has been something called "quantitative easing". It is pretty much the practice of the Fed buying bonds from the Treasury to stimulate the economy. He said the Fed would...

potomacwealthstrategies.blogspot.com potomacwealthstrategies.blogspot.com

Potomac Wealth Strategies' Blog: Portfolio Model Performance Through March 2015

http://potomacwealthstrategies.blogspot.com/2015/04/portfolio-model-performance-through.html

An investing and financial strategies blog offered by Gary Partoyan, veteran financial advisor and owner of Potomac Wealth Strategies, LLC. Thursday, April 16, 2015. Portfolio Model Performance Through March 2015. Through the first quarter of 2015, the Schwab Index portfolios are outperforming the others, but the Strategic portfolios have the better returns in the 3-, 5-, and 10-yr periods. US and Foreign Indexes. US OE Diversified Emg Mkts. Barclays Agg Bond- US. Barclays Agg Bond- Global. Visit Potomac...

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Potomac Wealth Strategies' Blog: March 2015

http://potomacwealthstrategies.blogspot.com/2015_03_01_archive.html

An investing and financial strategies blog offered by Gary Partoyan, veteran financial advisor and owner of Potomac Wealth Strategies, LLC. Thursday, March 26, 2015. Check on this with your tax advisor- do you have any already-taxed contributions in your IRA? If so, find out if you can roll-in all but that amount from your IRA to your 401(k). Then maybe we can make your Roth IRA a bigger by optimizing your retirement savings' tax advantages. Posted by Gary Partoyan. Tuesday, March 3, 2015. Sure, we want ...

potomacwealthstrategies.blogspot.com potomacwealthstrategies.blogspot.com

Potomac Wealth Strategies' Blog: August 2014

http://potomacwealthstrategies.blogspot.com/2014_08_01_archive.html

An investing and financial strategies blog offered by Gary Partoyan, veteran financial advisor and owner of Potomac Wealth Strategies, LLC. Wednesday, August 13, 2014. Strategic and Flex Portfolio Performance Through July 2014. US and Foreign Indexes. US OE Diversified Emg Mrkts. Barclays Agg Bond- US. Barclays Agg Bond- Global. Past performance is no guarantee of specific future results. This data is presented by Potomac Wealth Strategies, LLC. They are comprised of index funds from Vanguard or Fidelity.

potomacwealthstrategies.blogspot.com potomacwealthstrategies.blogspot.com

Potomac Wealth Strategies' Blog: July 2015

http://potomacwealthstrategies.blogspot.com/2015_07_01_archive.html

An investing and financial strategies blog offered by Gary Partoyan, veteran financial advisor and owner of Potomac Wealth Strategies, LLC. Wednesday, July 22, 2015. Portfolio Model Performance through June 2015. US and Foreign Indexes. US OE Diversified Emg Mkts. Barclays Agg Bond- US. Barclays Agg Bond- Global. Goldman Sachs Income Builder. American Funds Balanced Port. Past performance is no guarantee of specific future results. This data is presented by Potomac Wealth Strategies, LLC. Simple template...

potomacwealthstrategies.blogspot.com potomacwealthstrategies.blogspot.com

Potomac Wealth Strategies' Blog: February 2015

http://potomacwealthstrategies.blogspot.com/2015_02_01_archive.html

An investing and financial strategies blog offered by Gary Partoyan, veteran financial advisor and owner of Potomac Wealth Strategies, LLC. Thursday, February 26, 2015. Portfolio Model Performance Through January 2015. US and Foreign Indexes. US OE Diversified Emg Mkts. Barclays Agg Bond- US. Barclays Agg Bond- Global. Goldman Sachs Income Builder. American Funds Balanced Port. Past performance is no guarantee of specific future results. This data is presented by Potomac Wealth Strategies, LLC.

potomacwealthstrategies.blogspot.com potomacwealthstrategies.blogspot.com

Potomac Wealth Strategies' Blog: July 2014

http://potomacwealthstrategies.blogspot.com/2014_07_01_archive.html

An investing and financial strategies blog offered by Gary Partoyan, veteran financial advisor and owner of Potomac Wealth Strategies, LLC. Friday, July 11, 2014. Strategic and Flex Portfolio Performance Through June 2014. US and Foreign Indexes. IShares MSCI Emerging Markets. Barclays Agg Bond- US. Barclays Agg Bond- Global. Past performance is no guarantee of specific future results. This data is presented by Potomac Wealth Strategies, LLC. They are comprised of index funds from Vanguard or Fidelity.

potomacwealthstrategies.blogspot.com potomacwealthstrategies.blogspot.com

Potomac Wealth Strategies' Blog: April 2014

http://potomacwealthstrategies.blogspot.com/2014_04_01_archive.html

An investing and financial strategies blog offered by Gary Partoyan, veteran financial advisor and owner of Potomac Wealth Strategies, LLC. Saturday, April 12, 2014. Flex and Strategic Portfolio Performance Through March 2014. US and Foreign Indexes. IShares MSCI Emerging Markets. Barclays Agg Bond- US. Barclays Agg Bond- Global. Past performance is no guarantee of specific future results. This data is presented by Potomac Wealth Strategies, LLC. They are comprised of index funds from Vanguard or Fidelity.

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Our Investment Management Philosophy. Mark Avallone, President, MBA, CRPS , CFP. John D. Orem, CFP. Mark H. Schlossenberg. Get an Insurance Quote. Group Health Insurance Quote. Second to Die Life Quote. The Deliberate Future Blueprint (TM). 401(k) Plan Review and Implementation. Subscribe to Our Newsletter. Welcome to Potomac Wealth Advisors, LLC. The Financial Times as one of the country&#39s Top Retirement Plan Advisors 2015. Private Wealth Magazine as a member of their Inaugural All-Star Research Team.

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Potomac Wealth Strategies' Blog

An investing and financial strategies blog offered by Gary Partoyan, veteran financial advisor and owner of Potomac Wealth Strategies, LLC. Wednesday, March 21, 2018. Model Portfolio Performance Through February 2018. US and Foreign Indexes. Dow Jones Industrial Avg PR. Barclays Agg Bond- US. Citi WGBI nonUSD (foreign bonds). Aggressive (95% stocks-5% bonds). 95 Strategic USA II. 95 Schwab index 2017. 95 Schwab ETF 2018. American Funds Port Ser Growth. American Funds Port Ser Global Growth. Nothing on th...

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| Potomac Wealth Strategies, LLC

Glossary of Financial Terms A-L. Glossary of Financial Terms M-Z. To Buy or Rent: That is the Question. Home Sweet Home Equity. The Basics of Financing Your New Home. Choosing the Right Retirement Plan for Your Business. Maximizing Your Travel and Entertainment Tax Deductions. Nonqualified Deferred Compensation Plans. Documenting Your Charitable Gifts. How Charitable Giving Can Really Pay Off. A Savings Plan That Pays for More Than Just College. How to Fund a College Education. Women and Personal Finance.

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