By
Jeff Goodnow
•
Feb 19, 2021
There is a new opportunity for financial advisors: Donor Advised Funds. What are they? How do they work? Who can use them? We discuss this in February's Hot Takes, along with:
Buying Clients
Why we were wrong about Cetera
We hope you enjoy and follow us on this journey!
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Potomac Fund Management (“Potomac”) is an SEC‑registered investment adviser located in Bethesda, Maryland. Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC. This material is for general informational purposes only and does not constitute investment advice, tax advice, or a recommendation regarding any specific product, security, strategy, or investment decision. Readers should not assume that any discussion or information applies to their individual circumstances. This communication does not constitute an offer to buy or sell any security or a solicitation to provide personalized investment advice for compensation. Nothing herein should be construed as individualized or tailored advice delivered over the internet.
Opinions expressed are current as of the date of publication and may change without notice. Information obtained from third‑party sources is believed to be reliable, but Potomac does not guarantee its accuracy or completeness and is not responsible for any third‑party content referenced or linked in this material.
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