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...
by Manish Khatta | Feb 22, 2024 | Investment Management
Back in the fall of 2017, the CEO of restaurant chain Panera Bread, Ron Shaich, made headlines in the business media by goading the leaders of fast-food burger joints (e.g., McDonald’s, Burger King, Wendy’s) to eat their own cooking, specifically the menu items...
by Manish Khatta | Feb 15, 2024 | Advisors, Investment Management, Manish
No one likes to change systems. Payroll, marketing, operations, etc., no matter what it is and no matter what you were promised, it is going to be a miserable experience. Like, fall in the mud and get kicked in the head with an iron boot. But–if you don’t ask...
