January Hot Takes  (S4 E4)

January Hot Takes
(S4 E4)

Our lot in life is not to have salon quality hair and read the news. So rather than simply report, we offer our genuine and unfiltered thoughts on current events in the financial advisory world, including: Baron Partners vs. Ark Invest Cetera adds Riskalyze Altruist...
Spotlight: Main Management (S3 E22)

Spotlight: Main Management
(S3 E22)

From time-to-time we come across an investment strategist engaged in truly interesting work, and we want to share what we’ve found. In what will be the first in a series of strategists, we sit down with Kim Arthur of Main Management to discuss their work: Firm...
How to Select Indicators (S3 E14)

How to Select Indicators
(S3 E14)

While a plethora of systems exist for selecting indicators, we frequently field questions from advisors about our process. In this episode, we discuss how Potomac chooses and uses various indicators, as well as how we combine them: What precisely is an indicator? How...
Top Content of Q3 2020 (S3 E13)

Top Content of Q3 2020
(S3 E13)

As we enter the fourth quarter of this incredible year, we look at the top content advisors have gravitated to in the third quarter of the year: What was expected What surprised us What this means for Advisors We hope you enjoy and follow us on this journey!Subscribe...