Chief Operations Officer
Jennifer Burton
Beach lover and amateur photographer. Jennifer loves happy hours and family time.
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33
ANIMALS
ON THE FARM
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.
The Employee Turnover
is Unacceptable
We have been focused on growing the business, and some things just don’t get the TLC they deserve. But, as we grow…
Building a
Successful RIA
It is vital to reassess and determine if the tools you use are contributing to a growing business. Standing still (literally) gets you nowhere.
A Message From
the CEO
From the outside looking in, the absolute asset growth numbers are mind boggling but this is exactly what we expected to happen.
How Financial Advisors
Can 10x Their Firm
We’ve not made it a secret that Potomac grew from $140 million to $1.4 billion AUA/AUM in a span of four years. But if you missed it, yes…
Bitcoin ETFs?
Shall We Take a Look?
In today’s blog, we dive into the SEC’s approval of 11 Spot Bitcoin ETFs and what it means for our investment strategies.
Work Hard, Play Hard
- BEACH 90%
- DESERT 30%
- Mountains 60%
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@JENGBURTON