When we learn from our peers we make everyone better.
Featured
Who Are You? (E11)
Chad Disbennett, CFP®
Join us as we adventure to Laurelville, OH with Chad Disbennett, CFP® in a 1967 AMC Ambassador.
What Average Returns
Don’t Tell You
Averages mean nothing without context. And in the financial world, context is everything.
Potomac Surpasses $3 Billion in Assets,
Names Dan Russo, CMT, Co-CIO
Potomac is proud to announce a major milestone: crossing $3 billion in combined assets under management and assets under advisory.
Research
Great Alone,
Better Together
Winning a championship — or winning in the markets — isn’t about luck. It’s about structure, discipline, and putting the right pieces in…
Risk
Statistics
Understanding the balance of risk and return is fundamental to making informed investment decisions. To do this, key risk statistics are…
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 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.
News
Potomac Surpasses $3 Billion in Assets,
Names Dan Russo, CMT, Co-CIO
Potomac is proud to announce a major milestone: crossing $3 billion in combined assets under management and assets under advisory.
Potomac Defensive Bull Fund CRDBX
Reaches New Milestones
Potomac is proud to announce that that CRDBX has received a 5-Star Overall Morningstar Rating™
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.
Perspectives
Who Charted? (E47)
Zooming In
We are back with the hottest market charts and trends for the second week of November 2025.
Who Charted? (E46)
More of the Same?
Who Charted is back with the hottest market charts and trends for the first week of November 2025.
What Average Returns
Don’t Tell You
Averages mean nothing without context. And in the financial world, context is everything.
Who Are You? (E10)
Dan Russo, CMT®
Join us as we adventure to New York, NY with Potomac’s own Dan Russo, CMT in a 1979 Rolls-Royce Silver Shadow.
Great Alone,
Better Together
Winning a championship — or winning in the markets — isn’t about luck. It’s about structure, discipline, and putting the right pieces in…
Risk
Statistics
Understanding the balance of risk and return is fundamental to making informed investment decisions. To do this, key risk statistics are…
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…
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.
BE IN THE KNOW
SUBSCRIBE