by Jeff Goodnow | Aug 27, 2021 | Dan, Jeff, Jen, Manish, Martina, Podcasts
Did we read a book that encourages everyone to quit their job and follow their passions? Maybe. But this legendary read from Gary Vaynerchuk is about so much more. Join us as we discuss “Crush It!” and share: What we like and what we didn’t Our favorite stories...
by Manish Khatta | Aug 24, 2021 | Dan, Manish, Podcasts
We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT, are giving you six charts… in six minutes. The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? We hope you enjoy and follow us on this journey!...
by Jeff Goodnow | Aug 10, 2021 | Jeff, Manish, Podcasts
In a special episode of the Conquer Risk Podcast, Jeff Goodnow is joined by our resident planning expert Evan Schreiner to discuss the new Financial Planning tool now available in Potomac’s Union UMA. Advisors need to facilitate dynamic, ongoing planning...
by Manish Khatta | Aug 9, 2021 | Dan, Manish, Podcasts
We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT, are giving you six charts… in six minutes. The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? We hope you enjoy and follow us on this journey!...
by Manish Khatta | Aug 2, 2021 | Christopher, Manish, Podcasts
It’s almost back to school, but we’re not done with summer news just yet. Grab another (iced) tea and join us as we rank what’s overrated and what’s underrated: AssetMark Closes on the Acquisition of Voyant (globalnewswire.com) Schwab Taking $200 Million Charge for...
by Manish Khatta | Jul 26, 2021 | Dan, Manish, Podcasts
We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT, are giving you six charts… in six minutes. This episode, it’s a US Large Cap story. The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? We hope...
