by Potomac | Aug 11, 2022 | Advisors
When it comes to investing, there is never just one story. And if the S&P 500© had a book coming out next week, it would be titled “One strategist may not be getting the job done.” During downturns, all advisors eventually learn the market is everything but...
by Potomac | Aug 5, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts
Our entire company, an immersive art exhibition, and some modern mini golf. What could possibly go...
by Potomac | Jul 29, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts
Ever wonder what it would look like if our company competed in a cooking competition? During our retreat in Denver, we did just...
by Potomac | Jul 7, 2022 | Advisors, Chase, Christopher, Jeff, Jen, Kaitlyn, Martina
The experience of our first company retreat was a shared one, each with our own “firsts” and favorite moments. It seemed more fitting not to share it from a single perspective but collectively as a team. What follows is told in our own words, each of us contributing...
