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...
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...
by Manish Khatta | Feb 20, 2025 | Advisors, Investment Management, Manish
I am a big believer that companies are living entities. They are constantly trying to get better, make changes, and evolve over time. This year will be all about Potomac evolving into the next stage of growth which I have so eloquently dubbed Potomac 2.0. There are...
by Potomac | Jan 29, 2025 | Advisors
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. Last year brought us new opportunities to connect, inspire, and grow within the finance ecosystem. We’ve had the privilege of...
