Build in Public (E11)
Tone Deaf

by Christopher Norton | Mar 11, 2022 | Christopher, Podcasts

We decided to pivot on social media, putting a pause on the silly, ridiculous content that differentiates us from the rest of the...

Who Charted? (E21)
Breaking Key Levels

by Dan Russo, CMT | Mar 8, 2022 | Dan, Podcasts

Dan Russo and Drew Wells highlight Microcaps, Bloomberg Commodity Index, Biotechnology, 10-Year Treasury Note and...

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 | 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...