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It’s All About Timing:Why Birth-Date Luck Should Matter to Investors

It’s All About Timing:
Why Birth-Date Luck Should Matter to Investors

by Tyler Lovingood | May 8, 2025 | Advisors, Investment Management, Research

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. Market conditions during this window, which are determined by an investor’s birth date, can lead to vastly...
Who Are You? (E8)Chanda Sour

Who Are You? (E8)
Chanda Sour

by Christopher Norton | Apr 24, 2025 | Advisors, Christopher, Podcasts

Connecting with Advisors Over… Cars?

Connecting with Advisors Over…
Cars?

by TradePMR | Apr 17, 2025 | Advisors, Christopher

The Strategy, the funds, the funds, the Strategy

The Strategy, the funds,
the funds, the Strategy

by Manish Khatta | Apr 10, 2025 | Advisors, Investment Management, Manish, Research

One of my favorite quotes is “It’s not the strongest species that survive, nor the most intelligent, but the most responsive to change.” — Charles Darwin The investment industry has gone through dramatic change over the last couple of decades as technology has...
Why Potomac Funds Aren’t an ETF

Why Potomac Funds
Aren’t an ETF

by Tyler Lovingood | Mar 27, 2025 | Advisors, Investment Management, Research

We are routinely asked why we decided to launch mutual funds in a world that is seemingly brainwashed into thinking that ETFs are the only solution. There is no doubt that ETFs are a great vehicle and have gained popularity due to their tax efficiency, but they may...
Who Are You? (E7)Alisa Zelaya-Perez and Gilbert Perez

Who Are You? (E7)
Alisa Zelaya-Perez and Gilbert Perez

by Christopher Norton | Mar 13, 2025 | Advisors, Christopher, Podcasts

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