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 Dan Russo, CMT | Jan 26, 2022 | Advisors, Dan, Investment Management
Let’s start the new year by continuing our discussion of Intermarket Analysis. It’s as good a time as any—maybe more so since January is the time of year that everyone is making their predictions. How fast will the economy grow in 2022? Where will the S&P 500 be...
by Dan Russo, CMT | Dec 23, 2021 | Advisors, Investment Management
We talk about Intermarket Analysis a lot—especially the concept of reviewing multiple asset classes to either add or detract from the current price trends. As markets become increasingly interconnected, cross-asset price action can’t be ignored; so, how can you apply...
by Potomac | Dec 2, 2021 | Advisors, Investment Management
Gary Vee put it in simple terms. No matter who you are or what you do, one thing remains consistent: we are all media companies—or we should strive to be. Companies that were fully formed before the birth of the internet found themselves in a predicament. Either they...
by Dan Russo, CMT | Nov 17, 2021 | Advisors, Dan, Investment Management
After more than 20 years in this industry, I’ve heard versions of this argument play out on more than one occasion. It usually goes something like this: “I don’t trade commodities; why should I care what is happening in the oil and gold markets?” “Bonds are for...
