Most Engaged Content of 2024
from Potomac

by | Jan 29, 2025

As we turn the page on another exciting year, it’s time to reflect on the stories, ideas, and milestones that defined 2024 for Potomac. Last year brought us new opportunities to connect, inspire, and grow within the finance ecosystem. We’ve had the privilege of creating content that captivates and empowers our community, and we are thrilled of what is in store for 2025.

In this special roundup, we’ve curated our top performing blogs, videos, and thought leadership pieces that resonated most with financial advisors. Whether you are coming across a familiar blog or watching a video for the first time, this collection celebrates Potomac’s mission, vision, and growth shaping a groundbreaking year.

1. Understanding Fund Distributions  

Understanding how distributions work is essential for all mutual fund shareholders. Dividends and capital gains directly affect a fund’s net asset value (NAV), which can be alarming to investors if they don’t understand total return. In this blog, we will answer four questions which explain the mutual fund distribution process.

2. Not All Momentum is the Same 

Momentum in investing measures the velocity of price changes over time. Money managers use it to identify top-performing securities, hoping they continue to outperform. Two popular ETFs employing this strategy are the Invesco S&P 500 Momentum ETF (SPMO) and the iShares MSCI USA Momentum Factor ETF (MTUM). While they share similar objectives and descriptions, key differences lie beneath the surface. So, how do you choose between them? Read our blog to find out.

3. Who Are You? 

Serious doesn’t have to mean boring. Join Potomac host and CMO Christopher Norton as travel around the country to adventure with some of the most dynamic people in wealth management. Check out the show.

4. Introduction to Maximum Drawdown 

There are many ways for investors to measure risk. However, the primary measure of risk focused on here is maximum drawdown. This term may be unfamiliar, as it is not widely used in the financial media; however, it is an excellent way to measure risk in the real world. Download our report to learn more.

5. Branding is Hard  

Building and maintaining a strong brand, especially as trends change and industries evolve, is a continuous journey. Watch our webinar replay to as Potomac’s CEO/CIO Manish Khatta and CMO Christopher Norton share real-world insights to help you build a strong, unified, and adaptable brand.

Thank you to our readers, clients, and partners for your continued support and being an integral part of our story. 2025 is off to the races and we are looking forward to another exciting chapter.

Stay connected with us and make sure to visit our website as we continue to explore new possibilities and provide insights to help you, and your clients succeed.

Potomac Fund Management ("Potomac") is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page. Potomac does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Potomac website or incorporated herein, and takes no responsibility for any of this information. The views of Potomac are subject to change and Potomac is under no obligation to notify you of any changes. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal to any historical performance level.

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