by Tyler Lovingood | May 8, 2025 | Advisors, Investment Management, Research
Buy-and-hold Investment outcomes are largely dictated by timing, especially in the 20 years leading up to retirement when the most capital is allocated. Market conditions during this window, which are determined by an investor’s birth date, can lead to vastly...
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 Jeff Goodnow | Mar 29, 2024 | Advisors, Investment Management, Jeff
Flashback to thirty years ago: financial advisors only had a limited number of institutional investment strategists available to them. Instead of vetting those few, advisors would typically create a basic asset allocation from a group of mutual funds. Suppose the...
by Manish Khatta | Mar 14, 2024 | Investment Management
I was disappointed after reading an article in The Financial Times that discussed how much of investment managers’ own money is invested in their own products. According to a 2016 study by The Financial Times of data provided by Morningstar, “half of the 15,000 mutual...
