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Article

When Target Date Funds May Not Be Enough

Potomac

Jul 31, 2026

A high-speed action photograph of a black formula racing car speeding along an asphalt race track, with light smoke rising from its rear tires. The car features a prominent sleek aerodynamic design, an open cockpit, and a large rear spoiler. Several sponsorship logos are visibly printed on its matte black chassis, including a large white "SDBA" with a checkered flag graphic on the side pod, "MY ADVISOR" on the forward nose section, a golden logo for "POTOMAC", and the number "22" near the engine cover. The background shows a multi-layered guardrail barrier lined with corporate advertising banners (such as Rolex and Pirelli) against a dense wall of green trees under an overcast sky.

Article

The Overlooked Opportunity Inside Workplace Retirement Plans

Potomac

May 28, 2026

A serene digital painting of a distinct fork in a road winding through a vibrant green meadow. A single dirt path runs from the bottom foreground and splits evenly into two separate paths that curve away from each other toward the left and right. The central grassy hill is bathed in bright sunlight, while the dense, dark green forest lining the outer edges of the landscape remains cast in deep shadow.

Article

The Strategy, the Funds, the Funds, the Strategy

Manish Khatta

Apr 10, 2025

The Next Frontier For Advisor Growth Cover

Article

The Next Frontier for Financial Advisor Growth

Manish Khatta

Apr 4, 2024

Bull reading financial section of paper at a des

Article

Why Advisors Need an OCIO

Jeff Goodnow

Mar 29, 2024

Building a Successful RIA wiht Robot at a desk using a computer

Article

Building a Successful RIA

Manish Khatta

Feb 15, 2024

Man in suit and space helmet blasting off

Article

How Financial Advisors Can 10x Their Firm

Manish Khatta

Feb 6, 2024

Article

ChatGPT for Financial Advisors

Potomac

Feb 16, 2023

Article

What Is a TAMP?

Potomac

Apr 21, 2022

Article

Is Potomac an RIA?

Potomac

Dec 2, 2021

Article

Why My Firm Unfriended Facebook

Christopher Norton

Oct 15, 2021

Article

Third Party Strategists (Part-Two) A Wild Goose Chase for Advisors

Jeff Goodnow

Aug 19, 2021

Article

Third Party Strategists (Part-One) How to Build Your Own Due Diligence Process

Jeff Goodnow

Aug 12, 2021

Article

Why Financial Advisor Communication is Broken (And What You Can Do to Fix It)

Manish Khatta

Jun 10, 2021

Article

Customer service: The most boring, and important, aspect of your firm

Manish Khatta

Apr 19, 2021

Article

Check Yourself Before You Wreck Yourself

Potomac

Mar 25, 2021

Article

Why We Started the Union Platform

Manish Khatta

Sep 24, 2020

Article

HSAs Can Be a Niche Market for Advisors

Jeff Goodnow

Dec 19, 2019

Article

Risky Business: Why Investors Need to Discuss Risk

Manish Khatta

Apr 12, 2017

Showing slide 1 of 1

Article

When Target Date Funds May Not Be Enough

Potomac

Jul 31, 2026

A high-speed action photograph of a black formula racing car speeding along an asphalt race track, with light smoke rising from its rear tires. The car features a prominent sleek aerodynamic design, an open cockpit, and a large rear spoiler. Several sponsorship logos are visibly printed on its matte black chassis, including a large white "SDBA" with a checkered flag graphic on the side pod, "MY ADVISOR" on the forward nose section, a golden logo for "POTOMAC", and the number "22" near the engine cover. The background shows a multi-layered guardrail barrier lined with corporate advertising banners (such as Rolex and Pirelli) against a dense wall of green trees under an overcast sky.

Article

The Overlooked Opportunity Inside Workplace Retirement Plans

Potomac

May 28, 2026

A serene digital painting of a distinct fork in a road winding through a vibrant green meadow. A single dirt path runs from the bottom foreground and splits evenly into two separate paths that curve away from each other toward the left and right. The central grassy hill is bathed in bright sunlight, while the dense, dark green forest lining the outer edges of the landscape remains cast in deep shadow.

Article

The Strategy, the Funds, the Funds, the Strategy

Manish Khatta

Apr 10, 2025

The Next Frontier For Advisor Growth Cover

Article

The Next Frontier for Financial Advisor Growth

Manish Khatta

Apr 4, 2024

Bull reading financial section of paper at a des

Article

Why Advisors Need an OCIO

Jeff Goodnow

Mar 29, 2024

Building a Successful RIA wiht Robot at a desk using a computer

Article

Building a Successful RIA

Manish Khatta

Feb 15, 2024

Man in suit and space helmet blasting off

Article

How Financial Advisors Can 10x Their Firm

Manish Khatta

Feb 6, 2024

Article

ChatGPT for Financial Advisors

Potomac

Feb 16, 2023

Article

What Is a TAMP?

Potomac

Apr 21, 2022

Article

Is Potomac an RIA?

Potomac

Dec 2, 2021

Article

Why My Firm Unfriended Facebook

Christopher Norton

Oct 15, 2021

Article

Third Party Strategists (Part-Two) A Wild Goose Chase for Advisors

Jeff Goodnow

Aug 19, 2021

Article

Third Party Strategists (Part-One) How to Build Your Own Due Diligence Process

Jeff Goodnow

Aug 12, 2021

Article

Why Financial Advisor Communication is Broken (And What You Can Do to Fix It)

Manish Khatta

Jun 10, 2021

Article

Customer service: The most boring, and important, aspect of your firm

Manish Khatta

Apr 19, 2021

Article

Check Yourself Before You Wreck Yourself

Potomac

Mar 25, 2021

Article

Why We Started the Union Platform

Manish Khatta

Sep 24, 2020

Article

HSAs Can Be a Niche Market for Advisors

Jeff Goodnow

Dec 19, 2019

Article

Risky Business: Why Investors Need to Discuss Risk

Manish Khatta

Apr 12, 2017

Showing slide 1 of 1

Article

When Target Date Funds May Not Be Enough

Potomac

Jul 31, 2026

A high-speed action photograph of a black formula racing car speeding along an asphalt race track, with light smoke rising from its rear tires. The car features a prominent sleek aerodynamic design, an open cockpit, and a large rear spoiler. Several sponsorship logos are visibly printed on its matte black chassis, including a large white "SDBA" with a checkered flag graphic on the side pod, "MY ADVISOR" on the forward nose section, a golden logo for "POTOMAC", and the number "22" near the engine cover. The background shows a multi-layered guardrail barrier lined with corporate advertising banners (such as Rolex and Pirelli) against a dense wall of green trees under an overcast sky.

Article

The Overlooked Opportunity Inside Workplace Retirement Plans

Potomac

May 28, 2026

A serene digital painting of a distinct fork in a road winding through a vibrant green meadow. A single dirt path runs from the bottom foreground and splits evenly into two separate paths that curve away from each other toward the left and right. The central grassy hill is bathed in bright sunlight, while the dense, dark green forest lining the outer edges of the landscape remains cast in deep shadow.

Article

The Strategy, the Funds, the Funds, the Strategy

Manish Khatta

Apr 10, 2025

The Next Frontier For Advisor Growth Cover

Article

The Next Frontier for Financial Advisor Growth

Manish Khatta

Apr 4, 2024

Bull reading financial section of paper at a des

Article

Why Advisors Need an OCIO

Jeff Goodnow

Mar 29, 2024

Building a Successful RIA wiht Robot at a desk using a computer

Article

Building a Successful RIA

Manish Khatta

Feb 15, 2024

Man in suit and space helmet blasting off

Article

How Financial Advisors Can 10x Their Firm

Manish Khatta

Feb 6, 2024

Article

ChatGPT for Financial Advisors

Potomac

Feb 16, 2023

Article

What Is a TAMP?

Potomac

Apr 21, 2022

Article

Is Potomac an RIA?

Potomac

Dec 2, 2021

Article

Why My Firm Unfriended Facebook

Christopher Norton

Oct 15, 2021

Article

Third Party Strategists (Part-Two) A Wild Goose Chase for Advisors

Jeff Goodnow

Aug 19, 2021

Article

Third Party Strategists (Part-One) How to Build Your Own Due Diligence Process

Jeff Goodnow

Aug 12, 2021

Article

Why Financial Advisor Communication is Broken (And What You Can Do to Fix It)

Manish Khatta

Jun 10, 2021

Article

Customer service: The most boring, and important, aspect of your firm

Manish Khatta

Apr 19, 2021

Article

Check Yourself Before You Wreck Yourself

Potomac

Mar 25, 2021

Article

Why We Started the Union Platform

Manish Khatta

Sep 24, 2020

Article

HSAs Can Be a Niche Market for Advisors

Jeff Goodnow

Dec 19, 2019

Article

Risky Business: Why Investors Need to Discuss Risk

Manish Khatta

Apr 12, 2017

marketing

Showing slide 1 of 1
A mockup of the Potomac Retail Brochure next to a brown leather briefcase with the Potomac logo embossed.

Article

Marketing as Clarity

Potomac

Sep 11, 2026

Potomac Bull painting a yellow dot on a canvas.

Article

Five Tips for Overcoming Branding Challenges

Potomac

Dec 19, 2024

Walk with Swagger Cover

Article

If you are going to walk, walk with Swagger

Manish Khatta

Jun 20, 2024

Midjourney Blog Cover

Article

AI Imagery for Financial Advisors

Potomac

May 23, 2024

Article

Kill Your Darlings

Christopher Norton

Nov 9, 2023

Article

What's In A Name?

Christopher Norton

May 11, 2023

Article

Advisors Connecting through Client Events

Christopher Norton

May 19, 2022

Article

SEO for Financial Advisors: A Beginner's Guide

Potomac

Apr 14, 2022

Showing slide 1 of 1
A mockup of the Potomac Retail Brochure next to a brown leather briefcase with the Potomac logo embossed.

Article

Marketing as Clarity

Potomac

Sep 11, 2026

Potomac Bull painting a yellow dot on a canvas.

Article

Five Tips for Overcoming Branding Challenges

Potomac

Dec 19, 2024

Walk with Swagger Cover

Article

If you are going to walk, walk with Swagger

Manish Khatta

Jun 20, 2024

Midjourney Blog Cover

Article

AI Imagery for Financial Advisors

Potomac

May 23, 2024

Article

Kill Your Darlings

Christopher Norton

Nov 9, 2023

Article

What's In A Name?

Christopher Norton

May 11, 2023

Article

Advisors Connecting through Client Events

Christopher Norton

May 19, 2022

Article

SEO for Financial Advisors: A Beginner's Guide

Potomac

Apr 14, 2022

Showing slide 1 of 1
A mockup of the Potomac Retail Brochure next to a brown leather briefcase with the Potomac logo embossed.

Article

Marketing as Clarity

Potomac

Sep 11, 2026

Potomac Bull painting a yellow dot on a canvas.

Article

Five Tips for Overcoming Branding Challenges

Potomac

Dec 19, 2024

Walk with Swagger Cover

Article

If you are going to walk, walk with Swagger

Manish Khatta

Jun 20, 2024

Midjourney Blog Cover

Article

AI Imagery for Financial Advisors

Potomac

May 23, 2024

Article

Kill Your Darlings

Christopher Norton

Nov 9, 2023

Article

What's In A Name?

Christopher Norton

May 11, 2023

Article

Advisors Connecting through Client Events

Christopher Norton

May 19, 2022

Article

SEO for Financial Advisors: A Beginner's Guide

Potomac

Apr 14, 2022

reflections

Showing slide 1 of 1
A stylized digital illustration of an anthropomorphic brown bull dressed in elegant vintage attire. The bull is depicted from the torso up, sitting behind the large steering wheel of a classic open-top vintage automobile. It wears a tailored, textured reddish-brown three-piece suit, a crisp white collared shirt, a matching bow tie, a white pocket square, and light-colored leather driving gloves. The background features muted, industrial metallic storage tanks under soft, warm lighting.

Article

The U.S./Israel - Iran Conflict: Perspective Over Panic

Shawn Snyder

Mar 3, 2026

A wide-angle, interior view looking from the passenger side toward the driver of a vintage green convertible Ford Bronco driving down a two-lane country road. The driver, a man with styled hair and sunglasses, wears a grey pullover, grey trousers, and white and brown leather driving gloves while holding the steering wheel. A professional camera rig is mounted to the right side of the open windshield, pointing back toward the driver. The background shows lush green trees lining the road under daylight conditions.

Article

Connecting with Advisors Over... Cars?

Christopher Norton

Apr 17, 2025

A graphic illustration featuring a large, stylized speech bubble against a solid orange background. The speech bubble is rendered in a vintage, comic-book pop-art style with heavy ink outlines and a blue-and-white halftone dot pattern shading its lower edge. Inside the bubble, bold black text reads "A MESSAGE FROM THE CEO." The entire background is lightly speckled with tiny black dots.

Article

A Message From the CEO

Manish Khatta

Feb 20, 2025

Article

Parts Unknown

Christopher Norton

Oct 31, 2024

We Plan The Market Laughs Cover

Article

We Plan, The Market Laughs

Dan Russo, CMT®

Oct 10, 2024

Article

The true story behind paying a small fortune to the 'potomac.com' piper to strengthen our 40-year-old brand

Christopher Norton

Jul 24, 2024

This is Going to End Badly Bro Cover

Article

This is Going to End Badly, Bro

Dan Russo, CMT®

Jul 17, 2024

Actively Passive; No, Passively Active Cover Bull sitting in a beach chair under umbrella on beach

Article

Actively Passive; No, Passively Active

Dan Russo, CMT®

Mar 7, 2024

Eat-Own-Cooking Cover a large kitchen

Article

Does your investment manager "eat their own cooking?"

Manish Khatta

Feb 22, 2024

Article

Your Hand in Mine, We Walk the Miles

Dan Russo, CMT®

Jan 19, 2024

Article

Thankful & Blessed

Dan Russo, CMT®

Dec 7, 2023

Article

Tactically Seasonal

Dan Russo, CMT®

Nov 2, 2023

Article

Things Change

Dan Russo, CMT®

Oct 20, 2023

Article

A Perfectly Normal Year

Dan Russo, CMT®

Oct 5, 2023

Article

My Take on a Legend's Investment Rules

Dan Russo, CMT®

Aug 10, 2023

Article

And the Loser Now Will Be Later to Win...

Dan Russo, CMT®

Jul 24, 2023

Article

A Teacher and a Student

Dan Russo, CMT®

May 25, 2023

Article

Let's Have a Chat (GPT)

Dan Russo, CMT®

Apr 27, 2023

Article

When Mentors Become Business Partners

Potomac

Jun 9, 2022

Article

Fintech: The Next Generation

Manish Khatta

Nov 19, 2020

Article

Small nimble firms still have a lock on doing well and making a great living.

Manish Khatta

Oct 15, 2020

Showing slide 1 of 1
A stylized digital illustration of an anthropomorphic brown bull dressed in elegant vintage attire. The bull is depicted from the torso up, sitting behind the large steering wheel of a classic open-top vintage automobile. It wears a tailored, textured reddish-brown three-piece suit, a crisp white collared shirt, a matching bow tie, a white pocket square, and light-colored leather driving gloves. The background features muted, industrial metallic storage tanks under soft, warm lighting.

Article

The U.S./Israel - Iran Conflict: Perspective Over Panic

Shawn Snyder

Mar 3, 2026

A wide-angle, interior view looking from the passenger side toward the driver of a vintage green convertible Ford Bronco driving down a two-lane country road. The driver, a man with styled hair and sunglasses, wears a grey pullover, grey trousers, and white and brown leather driving gloves while holding the steering wheel. A professional camera rig is mounted to the right side of the open windshield, pointing back toward the driver. The background shows lush green trees lining the road under daylight conditions.

Article

Connecting with Advisors Over... Cars?

Christopher Norton

Apr 17, 2025

A graphic illustration featuring a large, stylized speech bubble against a solid orange background. The speech bubble is rendered in a vintage, comic-book pop-art style with heavy ink outlines and a blue-and-white halftone dot pattern shading its lower edge. Inside the bubble, bold black text reads "A MESSAGE FROM THE CEO." The entire background is lightly speckled with tiny black dots.

Article

A Message From the CEO

Manish Khatta

Feb 20, 2025

Article

Parts Unknown

Christopher Norton

Oct 31, 2024

We Plan The Market Laughs Cover

Article

We Plan, The Market Laughs

Dan Russo, CMT®

Oct 10, 2024

Article

The true story behind paying a small fortune to the 'potomac.com' piper to strengthen our 40-year-old brand

Christopher Norton

Jul 24, 2024

This is Going to End Badly Bro Cover

Article

This is Going to End Badly, Bro

Dan Russo, CMT®

Jul 17, 2024

Actively Passive; No, Passively Active Cover Bull sitting in a beach chair under umbrella on beach

Article

Actively Passive; No, Passively Active

Dan Russo, CMT®

Mar 7, 2024

Eat-Own-Cooking Cover a large kitchen

Article

Does your investment manager "eat their own cooking?"

Manish Khatta

Feb 22, 2024

Article

Your Hand in Mine, We Walk the Miles

Dan Russo, CMT®

Jan 19, 2024

Article

Thankful & Blessed

Dan Russo, CMT®

Dec 7, 2023

Article

Tactically Seasonal

Dan Russo, CMT®

Nov 2, 2023

Article

Things Change

Dan Russo, CMT®

Oct 20, 2023

Article

A Perfectly Normal Year

Dan Russo, CMT®

Oct 5, 2023

Article

My Take on a Legend's Investment Rules

Dan Russo, CMT®

Aug 10, 2023

Article

And the Loser Now Will Be Later to Win...

Dan Russo, CMT®

Jul 24, 2023

Article

A Teacher and a Student

Dan Russo, CMT®

May 25, 2023

Article

Let's Have a Chat (GPT)

Dan Russo, CMT®

Apr 27, 2023

Article

When Mentors Become Business Partners

Potomac

Jun 9, 2022

Article

Fintech: The Next Generation

Manish Khatta

Nov 19, 2020

Article

Small nimble firms still have a lock on doing well and making a great living.

Manish Khatta

Oct 15, 2020

Showing slide 1 of 1
A stylized digital illustration of an anthropomorphic brown bull dressed in elegant vintage attire. The bull is depicted from the torso up, sitting behind the large steering wheel of a classic open-top vintage automobile. It wears a tailored, textured reddish-brown three-piece suit, a crisp white collared shirt, a matching bow tie, a white pocket square, and light-colored leather driving gloves. The background features muted, industrial metallic storage tanks under soft, warm lighting.

Article

The U.S./Israel - Iran Conflict: Perspective Over Panic

Shawn Snyder

Mar 3, 2026

A wide-angle, interior view looking from the passenger side toward the driver of a vintage green convertible Ford Bronco driving down a two-lane country road. The driver, a man with styled hair and sunglasses, wears a grey pullover, grey trousers, and white and brown leather driving gloves while holding the steering wheel. A professional camera rig is mounted to the right side of the open windshield, pointing back toward the driver. The background shows lush green trees lining the road under daylight conditions.

Article

Connecting with Advisors Over... Cars?

Christopher Norton

Apr 17, 2025

A graphic illustration featuring a large, stylized speech bubble against a solid orange background. The speech bubble is rendered in a vintage, comic-book pop-art style with heavy ink outlines and a blue-and-white halftone dot pattern shading its lower edge. Inside the bubble, bold black text reads "A MESSAGE FROM THE CEO." The entire background is lightly speckled with tiny black dots.

Article

A Message From the CEO

Manish Khatta

Feb 20, 2025

Article

Parts Unknown

Christopher Norton

Oct 31, 2024

We Plan The Market Laughs Cover

Article

We Plan, The Market Laughs

Dan Russo, CMT®

Oct 10, 2024

Article

The true story behind paying a small fortune to the 'potomac.com' piper to strengthen our 40-year-old brand

Christopher Norton

Jul 24, 2024

This is Going to End Badly Bro Cover

Article

This is Going to End Badly, Bro

Dan Russo, CMT®

Jul 17, 2024

Actively Passive; No, Passively Active Cover Bull sitting in a beach chair under umbrella on beach

Article

Actively Passive; No, Passively Active

Dan Russo, CMT®

Mar 7, 2024

Eat-Own-Cooking Cover a large kitchen

Article

Does your investment manager "eat their own cooking?"

Manish Khatta

Feb 22, 2024

Article

Your Hand in Mine, We Walk the Miles

Dan Russo, CMT®

Jan 19, 2024

Article

Thankful & Blessed

Dan Russo, CMT®

Dec 7, 2023

Article

Tactically Seasonal

Dan Russo, CMT®

Nov 2, 2023

Article

Things Change

Dan Russo, CMT®

Oct 20, 2023

Article

A Perfectly Normal Year

Dan Russo, CMT®

Oct 5, 2023

Article

My Take on a Legend's Investment Rules

Dan Russo, CMT®

Aug 10, 2023

Article

And the Loser Now Will Be Later to Win...

Dan Russo, CMT®

Jul 24, 2023

Article

A Teacher and a Student

Dan Russo, CMT®

May 25, 2023

Article

Let's Have a Chat (GPT)

Dan Russo, CMT®

Apr 27, 2023

Article

When Mentors Become Business Partners

Potomac

Jun 9, 2022

Article

Fintech: The Next Generation

Manish Khatta

Nov 19, 2020

Article

Small nimble firms still have a lock on doing well and making a great living.

Manish Khatta

Oct 15, 2020

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© 2026 Potomac Fund Management, Inc. All Rights Reserved.

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(301) 901-3466

7373 Wisconsin Ave, Suite 750 Bethesda, MD 20814

company

Our Story

People of Potomac

Life at Potomac

Careers

Events

Blog

Contact

Solutions

Strategies

Guardrails

Funds

Union

TAMP

SDBA

Resources

ADV Part 2

ADV Part 3

GIPS® Report

Disclosures

© 2026 Potomac Fund Management, Inc. All Rights Reserved.

Privacy Policy

(301) 901-3466

7373 Wisconsin Ave, Suite 750 Bethesda, MD 20814

company

Our Story

People of Potomac

Life at Potomac

Careers

Events

Blog

Contact

Solutions

Strategies

Guardrails

Funds

Union

TAMP

SDBA

Resources

ADV Part 2

ADV Part 3

GIPS® Report

Disclosures

© 2026 Potomac Fund Management, Inc.

All Rights Reserved.

Privacy Policy