Potomac Wealth Advisors. LLC

January 4, 2021 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: 3 Questions To Ask Yourself Before You Retire

The concept of retirement is unique to everyone. For millions, retirement is a goal and something to strive for. For others, it creates anxiety. Generally speaking, to address the monumental decisions around how and when to retire, it’s wise to begin those conversations years before your target date. You can also engage with your financial […]

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September 29, 2020 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: Trump Versus Biden: Who Is Better For The U.S. Stock Market?

It seems everyone is speculating on which will be better for the U.S. stock market: the re-election of President Donald Trump or the election of former Vice President Joe Biden to the Presidency. While opinions can be heated and often driven by one’s political predilections, in reality, the outcome of the election may not matter […]

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October 6, 2017 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

10 Quick Year-End Financial Planning Tips

With the fourth quarter of the year upon us, it can be a smart time to take inventory of your financial situation. Here are 10 easy steps to complete an effective assessment. 1.    Assess your 2017 plan progress. Look at any areas of your 2017 written financial plan that you have not yet accomplished and […]

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September 13, 2017 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

How Employers Are Helping Their Employees Retire

Employers are becoming increasingly concerned about the financial well-being of their employees, and they are expanding how they demonstrate their loyalty. Employers large and small are offering programs such as robust health insurance plans, on-site daycare, after school care, flexible work hours, Health Savings Accounts (HSA’s), and the ability to work remotely. Some companies also […]

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August 25, 2017 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

8 Financial Tips for the Back to School Season

According to the Huntington Bank Backpack Index, the cost of school supplies increased 88% from 2007 to 2016, and their recently released 2017 report anticipates increases of 1.0% for elementary and 4.6% for middle schoolers this coming school year. Even so, there are reasons that parents can feel good about back-to-school shopping: 1. It’s an […]

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August 17, 2017 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Why An Interest Rate Hike Will Not Stop The Stock Market Rally

The markets continue to climb a wall of worry with only the spectre of fire and fury from a fierce conflict with North Korea dampening the enthusiasm for stocks. Interestingly, as of August 14th the South Korean stock market, as measured by the KOSPI index, was up over 16% for the past year (Source: Bloomberg), […]

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May 24, 2017 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

5 Questions Millennials And Recent Grads Should Ask Their Employers

Millennials have been more comfortable with mobility and job changes than any prior generation. But with that comfort comes the responsibility of understanding employee benefits and considering the role of those benefits in your overall compensation package. Here are five important questions that recent grads can raise during the job interview process. 1. When does […]

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March 31, 2017 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

March – Here’s To Your Wealth

The U.S. Stock Market performance soared from the November elections until the end of February. And to borrow from a well-known phrase, March’s performance came in like a lion and is going out like a lamb. The good news is that although the Dow Jones Industrial Average has fallen over 500 points as of March […]

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January 25, 2017 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

7 Financial Tips to Avoid January’s High Divorce Rate

With Valentine’s Day a few weeks away, it might seem coldhearted to be writing about divorce, but there are reportedly more divorce filings in January than in any other month. While repairing the cracks in cupid’s love bubble may not always be possible, couples can take some steps to reduce arguments, at least around money. […]

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January 18, 2017 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

December-Here’s To Your Wealth

  December 2016 and Outlook into 2017 The Markets: In the fourth quarter of 2016, the U.S. stock market had a strong performance and was likely benefiting from three main areas of President-elect Donald Trump’s agenda: corporate tax reform, regulatory reform, and a robust infrastructure spending bill. To be sure, these areas can boost economic activity, […]

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