by Jeff Goodnow | Feb 20, 2020 | Advisors, Investment Management
In the world of mutual funds, different situations call for different compensation tools. That doesn’t sound complicated… What should have been simple has become complex. Let’s call it what it is: a “Fiasco”! Mutual fund companies routinely issue different versions...
by Manish Khatta | Jan 3, 2020 | Advisors, Investment Management
I talk to a lot of financial advisors. Normally the conversations are about their business and how Potomac manages money. The typical questions revolve around our risk reduction techniques, asset allocation, track record and our overall investment philosophy. We work...
by Jeff Goodnow | Dec 19, 2019 | Advisors, Investment Management
The business of personal financial advice is a crowded one. As a financial advisor, you are one of more than 200,260 people seeking to earn a living and build a career by helping individual investors plan for their future. It can be hard to continually provide value...
by Manish Khatta | Sep 19, 2019 | Advisors, Investment Management
If you think passive buy and hold investing without any regard for risk management is the most prudent investing philosophy, then you should stop reading this blog post now. There is an entire community of financial advisors who believe financial planning combined...
