I’m Manish Khatta, the CEO of Potomac Fund Management. I want to take a moment to express my gratitude to all of our advisors. We appreciate all of you for trusting us with your business; it’s been a phenomenal year, and here is a recap of all we’ve accomplished. Our...
We talk about Intermarket Analysis a lot—especially the concept of reviewing multiple asset classes to either add or detract from the current price trends. As markets become increasingly interconnected, cross-asset price action can’t be ignored; so, how can you apply...
Potomac recently launched a page on our website detailing our Values. While a staple of many firms in this industry, the “Built to Conquer Bullsh*t” header should give you a clue that you’re not in for a typical HR song and dance. It’s been a phenomenal experience to...
To be compensated, or not to be compensated, that is the question. Every RIA firm has a compensation model, yet all firms structure their employee salaries in various ways: commission-based, an annual base, or something entirely different. Ask around, and 98% of the...
Gary Vee put it in simple terms. No matter who you are or what you do, one thing remains consistent: we are all media companies—or we should strive to be. Companies that were fully formed before the birth of the internet found themselves in a predicament. Either they...
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...
