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Most Recent
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.
The Next Frontier
for Financial Advisor Growth
While the industry is yelling at you about content, blogs, SEO, email marketing, social media, podcasts, etc., it’s time to start…
Press Release: Potomac Unveils
New Proposal Software Guardrails
Potomac is pleased to announce the release of their new model analysis and proposal software, Guardrails, risk software built by risk managers.
Articles
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.
Your Hand in Mine,
We Walk the Miles
The bond market looked at the stock market and said: And so, today my world it smiles, Your hand in mine, we walk the miles…
Hello,
Darling
While this may seem like our “Coca-Cola Classic” moment, it is actually much more nuanced. Everything said about the value of our time, the effort of our marketing…
Performance
vs. Participation
“You know, Dan, there are only seven stocks holding the market up this year.” I have heard some versions of this comment many times over the past six months…
Thankful
& Blessed
As we move through the holiday season at a pace that could pass for an F1 race, Professor Russo wanted to step away from the charts and the markets to…
Kill Your
Darlings
Christopher titled his talk, “Kill Your Darlings.” And although originally a literary term, it is one he believes any successful marketer should, and must, follow.
Tactically
Seasonal
The market has continued to be choppy, frustrating both the bulls and the bears. Recall that, on average, the seasonal pattern calls for this…
News
Potomac Adds Two Regional Consultants, with More on the Way
Potomac announced the hiring of two regional consultants, Michael Rogers and Edward Cordova, to serve across U.S. territories.
Potomac’s Model Strategies Join Altruist Model Marketplace
Potomac is pleased to announce that its model strategies are now available at Altruist, an all-in-one custodial solution and software.
Potomac’s Model Strategies Joins FMAX and Amplify Platforms
Potomac is pleased to announce that its model strategies are now available on the FMAX and Amplify platforms.
Potomac’s Model Strategies Joins the Orion Portfolio Solutions Platform
Potomac is pleased to announce that its model strategies are now available on the Orion Portfolio Solutions platform.
Potomac Adds New Strategist Polen Capital to Union UMA multi-strategist TAMP
Potomac Fund Management has added a new strategist, Polen Capital, to their Union UMA multi-strategist TAMP.
2022 Investment News
Best Places to Work
Potomac is honored to have been recognized as 2022 Best Places to Work for Financial Advisers by InvestmentNews.
Potomac Pays for Staff to Get Personal Financial Advice
Potomac has rolled out a new employee benefit that covers the cost for employees to get financial advice.
Potomac to Launch New Research
Offering in Early 2022
Potomac has hired a new research analyst – Drew Wells, CMT, CIMA – to bolster its research program as the firm…
Morningstar downloads SMArtX
off-loads APL
Manish Khatta, “The ability to change your mind is a superpower. They recognized they had a big hole…”
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