The Rocketship (S4 E1)

The Rocketship
(S4 E1)

Despite the unique challenges of the previous year, Potomac undertook an evolution in how we support Advisors. It was a fascinating year with tremendous results. But if 2020 saw growth, 2021 will be a rocketship. In our season four premier we discuss what’s next...
Nineteen Predictions for Wealth Management in 2021

Nineteen Predictions for
Wealth Management in 2021

Key Points Software Gaps to the Downside, Giving Up a Leadership Position NASDAQ 100’s Relative Trend Turns Lower Small Caps are Still in the Range, But the Relative Trend is Improving 10-Year Note is Now Oversold Sentiment is Not as Fearful This Week Chart in Focus...
Hindsight is 2020 (S3 E23)

Hindsight is 2020
(S3 E23)

It’s our season three finale and we’re bringing the entire Potomac leadership team to talk through what went down in 2020. What surprised us and what were the pain points? We discuss the good, the bad, the ugly, and the awesome across: Operations Marketing Client...
The Powerful Breadth Surge

The Powerful Breadth
Surge

In a recent blog we discussed the perfect record of a breadth thrust in relation to subsequent market gains. Our definition of a breadth thrust is: …when you have an extreme number of stocks advancing, rather than declining over a short period of time. While we have...