by Potomac | Apr 14, 2022 | Advisors, Christopher, Martina
SEO for financial advisors: why should you care? If you’re planning to grow your business, your business will need exposure—consistently. However, obtaining the attention of prospective clients is an arduous endeavor. Every one of us is a consumer; whether we are...
by Dan Russo, CMT | Mar 31, 2022 | Advisors, Dan, Investment Management
Volatility is almost always purported in the financial media to be a negative characteristic of financial markets. While this topic is covered ad nauseam across the headlines, two key characteristics are often left out: how volatility is specifically measured and what...
by Christopher Norton | Mar 17, 2022 | Advisors, Christopher
The following was originally posted on February 27th as a Twitter thread. These stream-of-conscience type threads can provide immediate perspective from our team, in an environment for constructive feedback. However, as we are trying to teach our CMO, some things do,...
by Potomac | Mar 3, 2022 | Advisors, Investment Management
When Shelly Brockman, Potomac’s Business Development Associate, entered the industry 20 years ago, she remembers how wives were rarely involved in client meetings; advisors solely worked with the head of the household; and most of the time, the breadwinners ended up...
by Dan Russo, CMT | Feb 24, 2022 | Advisors, Dan, Investment Management
The moving average crossover is one of the most widely cited price action developments from market technicians across financial media and professional research. Our June 2020 blog post covered the basics of moving averages and their application as a risk management...
by Jennifer Burton | Feb 10, 2022 | Advisors, Jen
Sixteen years ago, our operations department looked like a standard office—walls of file cabinets, copiers, printers, fax machines, mailing materials, paper checklists. Today, all these technologies are antiquated, and, in Potomac’s case, so is an actual office. We’re...
