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Featured
Five Tips for Overcoming
Branding Challenges
Branding is hard. No matter the size or industry, every business faces the challenge of establishing and maintaining a strong visual identity.
Understanding Fund
Distributions
Understanding how distributions work is essential for all mutual fund shareholders. Dividends and capital gains directly affect…
Potomac Investment Strategy Now Available
at LPL’s MWP Platform
Potomac’s Bull Bear strategy is now available on the Model Wealth Portfolios (MWP) platform at LPL Financial.
Research
The Marketing Magic
of Income Funds
One of the hottest trends today revolves around ETFs that pay out a high dividend. This is often framed as…
We Plan,
The Market Laughs
I would argue that the three events described above, on their own, fit the bill for something the market should hate—let alone all three…
Rate Cut
Narratives
Data can always be manipulated to support a particular opinion, so we aim to take an objective look and let the data inform our conclusions.
Expect
the Unexpected
Whether it is a virus that shuts down the globe or a single-day decline in stocks of more than 20%, we must expect the unexpected.
Indicator
Roulette
Many analysts and commentators decide whether to be bullish or bearish, and then will choose the indicator that best suits that view.
This is Going to End Badly,
Bro
Despite my unfairly given nickname, “Doomsday Dan,” we have never been known to be part of the “this is going to end badly” crowd.
Not so Efficient
Frontier
Financial advisors typically start their initial investment conversation by determining the client’s comfort level with risk.
From Turtle to ETF:
Managed Futures Overview
What started as a friendly debate between two successful traders turned into a challenge that aimed to settle…
Not all Momentum
is the Same
When it comes to investing, momentum is the velocity of price change over time. Money managers may use momentum to identify…
News
Potomac’s Bull Bear Strategy Now Available
at GeoWealth
Potomac’s tactical investment strategy, Bull Bear, is now available at Geowealth Model Marketplace.
Potomac Investment Strategy Now Available
at LPL’s MWP Platform
Potomac’s Bull Bear strategy is now available on the Model Wealth Portfolios (MWP) platform at LPL Financial.
Potomac Model Strategies Now Available To
Access For Free On Altruist Model Marketplace
Potomac is excited to announce that their four Model Strategies are now available to access for zero basis points on the Altruist…
Potomac is launching a show designed to get RIAs to talk without an insufferable stream of businesspeak.
In the first episode, which RIABiz viewed, an advisor shares their thoughts on cars, hobbies, their life experiences and their education.
Potomac Adds New Distribution Channels as Firm Surpasses $1.6 Billion AUM/AUA
Potomac, a distinguished investment strategist has exceeded $1.6 billion in AUM/AUA. The milestone underscores Potomac’s commitment to…
Manish Khatta joins forces with HiddenLevers co-founder Praveen Ghanta to launch Guardrails
Manish Khatta is best known for knowing what he wants, and he wants his own “post-Riskalyze,” “post-HiddenLevers” software venture.
Press Release: Potomac Unveils
New Proposal Software Guardrails
Potomac is pleased to announce the release of their new model analysis and proposal software, Guardrails, risk software built by risk managers.
Press Release: Potomac Blows Past $1.2 Billion
and Sets Stage for the Next Chapter
Potomac is pleased to announce availability at Interactive Brokers and Fusion Capital Management, along with the addition of five key hires.
Press Release: Potomac’s Model Strategies and Mutual Funds
Available at Fidelity FMAX
Potomac is pleased to announce that both its model strategies and mutual funds are now available on the FMAX platform.
Perspectives
Who Are You? (E5)
Manish Khatta
Join us as we adventure to Potomac, MD with CEO/CIO Manish Khatta in a 1966 Ford T-5.
Who Are You? (E4)
Ryan Miller, RICP®
Join us as we adventure to New York with Fairport native Ryan Miller, RICP® and tailgate with a 1976 Ford Bronco.
Parts
Unknown
Beyond the final product, the story behind –the story has taken on a life of its own. And it’s been a wild ride.
Who Are You? (E3)
Elizabeth Evanisko, CRC® and Jeff Gelormini
Join us as we adventure to Buffalo, New York with Nova Wealth’s Elizabeth Evanisko, CRC® and Jeff Gelormini in…
Who Are You?
(E2) Ryan Gigous
Join us as we adventure to Lawrence, KS in a 1965 Plymouth Satellite. We share a pint with Financial Advisor Ryan Gigous…
Who Are You?
(E1) Sharon Killion
Join us as we adventure in a 1963 Cadillac Fleetwood to meet Financial Advisor Sharon Killion and learn, “Who Are You?”
The true story behind paying a small fortune to the ‘potomac.com’ piper to strengthen our 40-year-old brand
Christopher Norton’s burst of creativity came aboard a flight when he had nothing but time and the electronic ear of Manish Khatta…
If you are going to walk,
walk with Swagger.
We live in a world of instant information. If you don’t control your narrative, then someone else will. Talk about your…
AI Imagery
for Financial Advisors
Whether they’re effective or not, stock photos are still rampant in the contemporary marketing landscape. Our solution was Midjourney.
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