by Dan Russo, CMT | Apr 27, 2023 | Advisors, Dan, Investment Management
With ChatGPT all the rage for the past six months, I thought it was time for me to take it for a spin. First, let me begin by saying that I am not an early adopter of technology, but I am also not going to be one of the last. I guess you could call me a “fast...
by Dan Russo, CMT | Apr 13, 2023 | Advisors, Dan, Investment Management
As an investor in my personal account, prior to joining Potomac Fund Management, I found that I got myself into the most trouble when I developed some elaborate, macro narrative about why the market just HAD to move in a certain direction. I would usually sell myself...
by Christopher Norton | Mar 16, 2023 | Advisors, Christopher
Almost a year ago to this day, I wrote a piece about marketing at Potomac that we eventually called, “Shifting Gears.” It was less a sit-down-thoughtful-moment, and more a stream of consciousness spewed on Twitter one night when my frustration with the world had...
by Dan Russo, CMT | Feb 23, 2023 | Advisors, Investment Management, Manish, Research
Professional portfolio managers and financial advisors use a variety of analytical tools. Many of these tools are also available to individuals seeking to save for retirement, college education, and other common investment goals. Advanced technology provides a wealth...
by Potomac | Feb 16, 2023 | Advisors
Unless you’ve been living under a rock avoiding social media, you’ve probably heard about ChatGPT, the AI-powered language model developed by OpenAI. The program’s ability to generate human-like text responses to a wide range of questions and commands is, quite...
by Manish Khatta | Jan 10, 2023 | Advisors, Investment Management, Jeff, Manish, Podcasts
After increasing demand from Financial Advisors, we’re launching our newest product offering, OCIO by...
