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An investing and financial strategies blog offered by Gary Partoyan, veteran financial advisor and owner of Potomac Wealth Strategies, LLC.

 

Wednesday, February 26, 2020

I recommend investors stick with their long-term strategic asset allocations. Those portfolios are designed to help us ride the ups and downs of the markets over time. Meanwhile here are links to a few columns offering perspective on...

 

Tuesday, February 18, 2020

US and Foreign Indexes 3 mo 1 yr 2 yr 3 yr 5 yr 10 yr 2018 Stock Markets (72-21-7 US-Foreign-EM) 5.0% 15.7% 3.5% 10.2% 7.9% 9.1% -9.1% S&P 500 PR 6.2% 19.3% 6.9% 12.3% 10.1% 11.6% -6.2% Dow Jones Industrial Avg PR 4.5% 13.0% 4.0% 12...

 

Thursday, February 13, 2020

Good morning. The second batch of tax forms for Schwab accounts has been delivered. That should be all of them from Schwab for this tax season (outside chance of amended/updated forms, but usually not). Please check your e-mail,...

 

Tuesday, February 4, 2020

Here are the returns* for Potomac Wealth Strategies' portfolio models and other investments, blended benchmarks, and indexes. For 3-mo, 1-yr, and year 2018, the returns are total. For 2-, 3-, 5-, and 10-yr, the returns are average...

 

Friday, January 31, 2020

Here is what the Wall Street Journal's "10 Point" summary offered about this new Coronavirus in China: https://10point.cmail19.com/t/ViewEmail/d/909A2F289CDC8F1B2540EF23F30FEDED/B58256DF1F0E4EB5942A2DF08F503B7C

 

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Wednesday, January 29, 2020

Good morning. Schwab’s recent article reports on six things we should know about the SECURE Act: RMDs start at age 72 now, not 70.5, but only for those who turn 72 on 1/1/2020 or later Traditional IRA contribution can be made...

 

Thursday, January 16, 2020

Here are the returns* for Potomac Wealth Strategies' portfolio models and other investments, blended benchmarks, and indexes. For 3-mo, 1-yr, and year 2018, the returns are total. For 2-, 3-, 5-, and 10-yr, the returns are average...

 

Thursday, January 2, 2020

Clients and Friends of PWS, Happy New Year! Linked here are regulatory items I am required to give you from time to time. Also, the IRS changed retirement plan contribution limits for Year 2020, so please update your IRA and...