Education Station (E3)
Volatility, Student Loans, and Risk Range

by Jeff Goodnow | Mar 4, 2022 | Chase, Jeff, Podcasts

The AE team discusses calming nerves around volatility, preparing for the return of student loans, and communicating risk range with...

Who Charted? (E20)
The Death Cross

by Dan Russo, CMT | Feb 22, 2022 | Dan, Podcasts

Dan Russo and Drew Wells highlight the Equal Weight Small Cap Ratio, NASDAQ Composite, Latin America, Gold and...

Industry Gossip (E13)
Orion, Wealthfront, Research by Potomac, and more

by Manish Khatta | Feb 18, 2022 | Christopher, Manish, Podcasts

Noreen Beaman steps down, Potomac’s new toolkit for financial advisors, UBS to buy Wealthfront, AssetMark’s new marketing platform, and...

Build in Public (E10)
Our CMO Left Us

by Potomac | Feb 15, 2022 | Martina, Podcasts

The (Christopher-less) Marketing Team discusses the importance of building a well-rounded, dynamic team that can fill in for each other when needed. Kind of like, you know, this...

Drinks Well with Operations (E5)
Oops We Did It Again

by Jennifer Burton | Feb 11, 2022 | Jen, Kaitlyn, Podcasts

Ops is back with another episode of Drinks Well with Operations to discuss our newly launched Union user...

Who Charted? (E19)
Time for the Rest of the World to Shine?

by Dan Russo, CMT | Feb 7, 2022 | Dan, Podcasts

Dan Russo and Drew Wells highlight Quality Stocks relative to Microcaps, the Global Dow, Frontier Markets relative to ACWI EX-US, and...