by Potomac | Jul 7, 2022 | Advisors, Chase, Christopher, Jeff, Jen, Kaitlyn
The experience of our first company retreat was a shared one, each with our own “firsts” and favorite moments. It seemed more fitting not to share it from a single perspective but collectively as a team. What follows is told in our own words, each of us contributing...
by Dan Russo, CMT | Jun 30, 2022 | Advisors, Dan
The phrase “stock picker’s market” is often presented as a known fact rather than the platitude that it simply is. Many active managers will frequently cite that the market environment is conducive to picking stocks, without citing much (if any) evidence other than...
by Jennifer Burton | Jun 16, 2022 | Advisors, Jen
In 2021, our Marketing team detailed how working from home had permanently altered how they conduct their lives—it had become liberating to know they weren’t mandated to sit down at a desk for eight hours, driving 45 minutes back and forth from an office. If Marketing...
by Potomac | Jun 9, 2022 | Advisors, Manish
Any (good) RIA business owner will have a mentor(s) to lead them. Business is a contact sport, and taking a docile approach always loses. We need the tenured professionals around us as a guide when starting, or evolving, any business —it’s a missed opportunity if you...
by Christopher Norton | May 19, 2022 | Advisors, Chase, Jeff
Advisor-Client Events Have Changed For the past two years, we have faced this large absence of physical connection in our lives—it cascaded into the microscopic details of our everyday routine. Transitioning the breakfast table into a classroom, eating at your...
by Dan Russo, CMT | Apr 28, 2022 | Advisors, Dan, Investment Management
What is the 200-Day Moving Average? The 200-day moving average is arguably the most widely cited Technical Analysis indicator among financial media journalists, investment analysts, and portfolio managers alike. Roughly equivalent to ten months of trading, this...
