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Featured
Risk
Statistics
Understanding the balance of risk and return is fundamental to making informed investment decisions. To do this, key risk statistics are needed to…
Who Are You? (E9)
Robert Sofia
Join us as we adventure to Hiawassee, GA with Snappy Kraken Founder and CEO in a 2012 Bentley Continental GT.
Potomac Surpasses $2 Billion on the Heels
of New Distribution and Business Evolution
Potomac is pleased to announce it has passed a key milestone by crossing the $2 billion threshold.
Research
It’s All About Timing:
Why Birth-Date Luck Should Matter to Investors
Buy-and-hold Investment outcomes are largely dictated by timing, especially in the 20 years leading up to retirement when the most capital is allocated.
The Strategy, the funds,
the funds, the Strategy
A question keeps popping up regularly with our advisors: should they use our strategies or our funds? The answer is yes, and it depends.
A Message From
the CEO
I am a big believer that companies are living entities. They are constantly trying to get better, make changes, and evolve over time.
Understanding Fund
Distributions
Understanding how distributions work is essential for all mutual fund shareholders. Dividends and capital gains directly affect…
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.
News
Potomac Surpasses $2 Billion on the Heels
of New Distribution and Business Evolution
Potomac is pleased to announce it has passed a key milestone by crossing the $2 billion threshold.
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.
Perspectives
Who Are You? (E9)
Robert Sofia
Join us as we adventure to Hiawassee, GA with Snappy Kraken Founder and CEO in a 2012 Bentley Continental GT.
It’s All About Timing:
Why Birth-Date Luck Should Matter to Investors
Buy-and-hold Investment outcomes are largely dictated by timing, especially in the 20 years leading up to retirement when the most capital is allocated.
Who Are You? (E8)
Chanda Sour
Join us as we adventure to Houston, TX with financial advisor Chanda Sour in a 1970 Chevelle SS 396.
Connecting with Advisors Over…
Cars?
Most marketers solve problems with data. Christopher Norton, Chief Marketing Officer at Potomac, used a Dodge Intrepid.
The Strategy, the funds,
the funds, the Strategy
A question keeps popping up regularly with our advisors: should they use our strategies or our funds? The answer is yes, and it depends.
Who Are You? (E7)
Alisa Zelaya-Perez and Gilbert Perez
Join us as we adventure to Fort Worth, TX with financial advisors Alisa Zelaya-Perez and Gilbert Perez in a 1989 Jeep Grand Wagoneer.
A Message From
the CEO
I am a big believer that companies are living entities. They are constantly trying to get better, make changes, and evolve over time.
Most Engaged Content of 2024
from Potomac
As we turn the page on another exciting year, it’s time to reflect on the stories, ideas, and milestones that defined 2024 for Potomac.
Who Are You? (E6)
Aaron Cirksena
Join us as we adventure to Annapolis, MD financial advisor and MDRN Capital founder and CEO Aaron Cirksena in a 1971 Citroen DS-21.
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