by Manish Khatta | Sep 24, 2020 | Advisors, Union
Last summer we undertook the process of updating our brand and rebuilding our website. Beyond the simple aesthetics, the primary objective was to focus our messaging. Potomac’s mission is to help advisors succeed. We wanted to make that so clear, that you would never...
by Jeff Goodnow | Jun 25, 2020 | Advisors, Investment Management
5 Questions Advisors should know about OCIO services If you flashback thirty years ago there were very few institutional investment strategists available for financial advisors. Typically, these advisors would create their own asset allocation from a group of mutual...
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 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...
