by Manish Khatta | Jun 10, 2020 | Advisors, Investment Management
There has never been a better time to be a DIY investor. You can literally open an account for very little money and trade commission free. As an investment manager you would think we wouldn’t like this trend but it’s quite the opposite. The more educated investors...
by Manish Khatta | Jun 8, 2020 | Podcasts
In this episode of the Conquer Risk podcast we welcome special guest Nina O’Neal of Archer Investment Management. As the founder of the Female Advisor Network, she shares the story of how she brought the organization to life and the fantastic work they are doing in...
by Manish Khatta | May 26, 2020 | Podcasts
Joining us on this episode of the Conquer Risk podcast is special guest Justin Castelli, Founder and Financial Advisor at RLS Wealth Management. Justin is also the Co-Founder of The AGC™ (Advisor Growth Community) and shares how the organization is providing a much...
by Manish Khatta | May 12, 2020 | Podcasts
Every now and then we have an opportunity to showcase a piece of technology we use at Potomac on the Conquer Risk podcast, and we couldn’t be more excited about this episode. YCharts has proven to be a phenomenally useful tool, one we find most Advisors will benefit...
by Manish Khatta | Apr 16, 2020 | Advisors, Investment Management
Now that we are in a bear market it’s important to understand what exactly defines a bear market. Before we dive in, I think it needs to be made clear that the conversations around defining bear markets are mostly academic. Typically, institutional money managers...
