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Getting Involved

by Fred Baerenz

In the last week, I spent two days in Orlando, Florida at my first meeting of the Policy Advocacy Committee of the Investment Program Association, and three days in New Orleans at my first meeting of the Real Estate Investment Securities Association as a member of the Board of Directors.  Since about half the members […]

Grim Retirement Prospects Stress the Need for Potomac Asset Management

by Fred Baerenz

Many Americans look forward to their retirement, particularly those who have managed to secure steady income streams and consequently can afford not to work. Sadly, things are hardly ideal nowadays, what with a weakened economy and a less-than-perfect healthcare system that has compromised countless retirement plans. According to CBS Local, there’s a good chance that […]

New Technology to start off the New Year!

by Fred Baerenz

HAPPY NEW YEAR! Several weeks ago, we provided you with the first update on several new pieces of technology that will make their debut in 2014.  This week, we are excited to share with you two additional components – Finametrica and IPS Advisor Pro. Finametrica is an in-depth risk tolerance questionnaire that focuses on analyzing […]

Why a Northern Virginia Financial Planner’s Second Opinion Matters

by Fred Baerenz

An Entrepreneur article tackles the importance of financial planning for anyone who wishes to achieve success in life. Without any form of financial planning in place, it would be difficult for an individual to get out of debt, much less muster enough funds for savings. The article stresses that those who are inexperienced or have […]

Wealth Management Firms in DC Can Help Secure Your Financial Future

by Fred Baerenz

An article on the Street Smart Finance website extensively discusses the subject of wealth management, and how individuals can put certain principles into practice. Bluntly speaking, wealth management refers to any process that helps a person secure his or her financial well-being. This concept may sound simple in theory, yet most people tend to overstretch […]