by Dan Russo, CMT | Apr 18, 2024 | Advisors, Dan, Investment Management, Research
It is not easy, being the odd person out. It wasn’t easy when we were in grade and high school, it is not easy as adults, and it is certainly not easy in this business. It’s funny though, different is what most everyone will tell you they want. Oscar Wilde implores us...
by Tyler Lovingood | Apr 11, 2024 | Advisors, Investment Management, Research
Buffer ETFs have gone from nonexistent to an over $27 billion (about $83 per person in the US) AUM product as of mid-2023. It started with Innovator, then First Trust, and now iShares is jumping into the mix. By using options, the ETFs construct a position that aims...
by Christopher Norton | Apr 1, 2024 | Advisors, Christopher, Investment Management, Union
Our April Fools gag for 2024 was one for the books. And while we don’t (yet) support vintage gaming systems, we are hard at work creating tools to better server your clients. Get updates on our TAMP Union, here. Potomac Fund Management ("Company") is an...
by Jeff Goodnow | Mar 29, 2024 | Advisors, Investment Management, Jeff
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 allocation from a group of mutual funds. Suppose the...
by Tyler Lovingood | Mar 28, 2024 | Advisors, Investment Management, Research
On Monday, February 26th, Amazon.com Inc. (AMZN) replaced Walgreens Boots Alliance, Inc. (WBA) in the Dow Jones Industrial Average. Many investors might look at that headline and think that it’s a good time to buy AMZN. Maybe that’s the holy grail of investing, or...
by Manish Khatta | Mar 14, 2024 | Investment Management
I was disappointed after reading an article in The Financial Times that discussed how much of investment managers’ own money is invested in their own products. According to a 2016 study by The Financial Times of data provided by Morningstar, “half of the 15,000 mutual...
