by Manish Khatta | Apr 16, 2020 | Advisors, Investment Management
Now that we are in a bear market it’s important to understand what exactly defines a bear market. Before we dive in, I think it needs to be made clear that the conversations around defining bear markets are mostly academic. Typically, institutional money managers...
by Manish Khatta | Apr 9, 2020 | Advisors, Investment Management
I think one of the biggest misconceptions about risk management is you must permanently choose a side between risk-on and risk-off. That’s simply not the case. There is an abundance of investment products that can adjust their underlying risk levels, based on the...
by Manish Khatta | Mar 5, 2020 | Advisors, Investment Management
By now you should understand Potomac is about managing risk focusing on the catastrophic risk of bear market declines. However, I try to surround myself with different types of investors because it’s important to understand other opinions and experiences beside your...
by Manish Khatta | Feb 27, 2020 | Advisors, Investment Management
As the stewards of our clients’ money, many financial advisors are responsible for the due-diligence and allocation of investments. There are different types of business models ranging from the advisor as the portfolio manager to the advisor who outsources all the...
by Jeff Goodnow | Feb 20, 2020 | Advisors, Investment Management
In the world of mutual funds, different situations call for different compensation tools. That doesn’t sound complicated… What should have been simple has become complex. Let’s call it what it is: a “Fiasco”! Mutual fund companies routinely issue different versions...
by Manish Khatta | Jan 3, 2020 | Advisors, Investment Management
I talk to a lot of financial advisors. Normally the conversations are about their business and how Potomac manages money. The typical questions revolve around our risk reduction techniques, asset allocation, track record and our overall investment philosophy. We work...
