by Dan Russo, CMT | Mar 23, 2023 | Dan, Investment Management, Manish
This year (2023) will mark the 15-year anniversary of the global financial crisis, which also ushered in the worst economic downturn in the U.S. since the Great Depression and one of the worst bear stock markets in recent history. Those who lived through that...
by Manish Khatta | Mar 2, 2023 | Advisors, Investment Management, Manish
I’m Manish Khatta, the CEO of Potomac Fund Management. One of my favorite quotes is “When you stop growing you start dying.” The term growth isn’t only about AUM, but also about initiatives across your company. It’s about getting better each day. I’m proud of our team...
by Dan Russo, CMT | Feb 23, 2023 | Advisors, Investment Management, Manish, Research
Professional portfolio managers and financial advisors use a variety of analytical tools. Many of these tools are also available to individuals seeking to save for retirement, college education, and other common investment goals. Advanced technology provides a wealth...
by Dan Russo, CMT | Jan 19, 2023 | Advisors, Dan, Investment Management
The age-old question on every investor’s mind is if now is the right time to invest in the stock market. This question is typically a hot topic in a volatile market environment. We often hear Wall Street analysts bemoan that a certain stock or index is extended....
by Jeff Goodnow | Jan 18, 2023 | Advisors, Investment Management, Jeff
5 Questions Advisors Should Ask About OCIO Services Flashback to thirty years ago: financial advisors only had a limited number of institutional investment strategists available to them. Instead of vetting those few, advisors would typically create a basic asset...
by Manish Khatta | Jan 10, 2023 | Advisors, Investment Management, Jeff, Manish, Podcasts
After increasing demand from Financial Advisors, we’re launching our newest product offering, OCIO by...
