by Christopher Norton | Jun 1, 2020 | Advisors
On Friday of last week, I shared a rare moment of personal reflection as I struggled with all that is happening in the world. I like to consider myself pretty unflappable. I (personally) have seen and been through enough that you learn to take things in stride and...
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...
by Manish Khatta | Apr 9, 2020 | Advisors, Investment Management
I think one of the biggest misconceptions about risk management is you must permanently choose a side between risk-on and risk-off. That’s simply not the case. There is an abundance of investment products that can adjust their underlying risk levels, based on the...
by Manish Khatta | Mar 5, 2020 | Advisors, Investment Management
By now you should understand Potomac is about managing risk focusing on the catastrophic risk of bear market declines. However, I try to surround myself with different types of investors because it’s important to understand other opinions and experiences beside your...
by Manish Khatta | Feb 27, 2020 | Advisors, Investment Management
As the stewards of our clients’ money, many financial advisors are responsible for the due-diligence and allocation of investments. There are different types of business models ranging from the advisor as the portfolio manager to the advisor who outsources all the...
by Jeff Goodnow | Feb 25, 2020 | Advisors, Podcasts
There was a great deal of chatter this week from a recent article declaring that the number of financial advisors will begin declining next year. In this episode of the Conquer Risk podcast, we break down the key points of this argument: The Data from Cerulli...
