Internal Sales
North Central Region
Colette Beaumont
LEARN MORE
50
States
visited
Choosing to be
Different
“Be yourself; everyone else is already taken.” That’s good advice but sometimes it’s hard to follow, especially… on Wall Street.
Not so Fast:
The Pitfalls of Buffer ETFs
Buffer ETFs have gone from nonexistent to an over $27 billion (about $83 per person in the US) AUM product as of mid-2023.
Why Advisors Need
an OCIO
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
Dow Inclusion:
Signal or Noise?
We look at a few prior instances of additions and deletions from the Dow to form our own thoughts on the subject.
How I Invest
My Money
Investment managers should invest in the products they recommend to clients. Explore how Potomac takes the fiduciary…
Actively Passive; No, Passively Active
Passive index investors are not interested in finding value in the market. So, as they pump more money into SPY, they are just pumping more money into the biggest stocks.
Colette works with financial advisors to take their businesses to the next level by enhancing the advisor-client relationship. She provides insight and direction to advisors in the areas of business strategy and planning, operational efficiency, client experience, and portfolio construction.
Colette enjoys traveling with her husband to see her two kids play competitive basketball.
- Basketball 100%
- Outdoor activities 95%
- Cooking 75%
CONNECT WITH ME!
Book a Meeting
@colette-beaumont