by Manish Khatta | Sep 1, 2022 | Investment Management, Manish, Tori
If you’ve been around the financial markets for any length of time, I’m sure you’ve heard the term “index fund.” Index funds are everywhere in modern portfolios, and while many investors have been told they should invest in them, not many understand why they may or...
by Drew Wells, CMT, CIMA® | Apr 28, 2022 | Advisors, Dan, Investment Management
What is the 200-Day Moving Average? The 200-day moving average is arguably the most widely cited Technical Analysis indicator among financial media journalists, investment analysts, and portfolio managers alike. Roughly equivalent to ten months of trading, this...
by Drew Wells, CMT, CIMA® | Mar 31, 2022 | Advisors, Dan, Drew, Investment Management
Volatility is almost always purported in the financial media to be a negative characteristic of financial markets. While this topic is covered ad nauseam across the headlines, two key characteristics are often left out: how volatility is specifically measured and what...
by Christopher Norton | Mar 17, 2022 | Advisors, Christopher, Investment Management
The following was originally posted on February 27th as a Twitter thread. These stream-of-conscience type threads can provide immediate perspective from our team, in an environment for constructive feedback. However, as we are trying to teach our CMO, some things do,...
by Potomac | Mar 3, 2022 | Advisors, Investment Management, Shelly, Tori
When Shelly Brockman, Potomac’s Education Associate, entered the industry 20 years ago, she remembers how wives were rarely involved in client meetings; advisors solely worked with the head of the household; and most of the time, the breadwinners ended up being the...
by Drew Wells, CMT, CIMA® | Feb 24, 2022 | Advisors, Dan, Drew, Investment Management
The moving average crossover is one of the most widely cited price action developments from market technicians across financial media and professional research. Our June 2020 blog post covered the basics of moving averages and their application as a risk management...
