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Potomac CEO spent nine months vetting RIA custodians
Manish Khatta let his fingers do the walking and now he’s voting with his feet – and assets – for the best institutional custodian…
Research
Who Charted? (E40)
What Keeps Me Up At Night?
Who Charted? with a twist! Dan Russo, CMT, is reunited with Manish for the launch of the new format, “Bullish or Bearish.”
Technical Analysis 101:
The Advance/Decline Line
Simply put, the A/D Line is perhaps the best way to gauge the market’s overall health. It’s typically used for an entire index…
News
Potomac CEO spent nine months vetting RIA custodians
Manish Khatta let his fingers do the walking and now he’s voting with his feet – and assets – for the best institutional custodian…
OCIO by Potomac launches as standalone product
Potomac, an investment strategist and TAMP, unveils a new Outsourced Chief Investment Officer service, “OCIO by Potomac.”
Podcasts
Industry Gossip (E24)
Altruist, Orion, and Vise
It’s only been two weeks since our last Industry Gossip, but too much has happened since then, we couldn’t help ourselves!
Teamwork (E4)
Creating Recurring Projects
In the final episode of our Teamwork series, Nick shows you how to take your shiny new project templates and set up recurring projects.
Industry Gossip (E23)
Schwab, Toews, Betterment, and More
Schwab to tackle tech hiccups, Toews establishes holiday, Sarah Levy makes second unpopular decision, and more.
ARTICLES
The Financial Crisis Taught Investors What They
Didn’t Learn in Investing 101
Investors should pay attention to the magnitude of losses, because of the time it takes to recover from these kinds of extreme losses.
What Would You Say
You Do Here?
So, what gives? Has Potomac’s marketing become a mixed bag of reactionary print products and holding on to what was?
A Message From
the CEO
The term growth isn’t only about AUM, but also about initiatives across your company. It’s about getting better each day.
Technical Analysis 101:
The Advance/Decline Line
Simply put, the A/D Line is perhaps the best way to gauge the market’s overall health. It’s typically used for an entire index…
ChatGPT for
Financial Advisors
It may just tackle the most daunting element every marketer has faced for the past two centuries: The blank page.
What Does it Mean
to be Extended?
Let’s dig back into your memory, to that statistics class that you took, and you will find that there is a way to define or quantify extended.
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