by Christopher Norton | Jun 3, 2020 | Podcasts
In the second volume of our quick hitters’ format, the Conquer Risk podcast tackles numerous headlines that could impact advisors including: The S&P 500 crossing it’s 200 day moving average, does it matter? Tech companies are embracing WFH, who’s...
by Manish Khatta | May 26, 2020 | Podcasts
Joining us on this episode of the Conquer Risk podcast is special guest Justin Castelli, Founder and Financial Advisor at RLS Wealth Management. Justin is also the Co-Founder of The AGC™ (Advisor Growth Community) and shares how the organization is providing a much...
by Jeff Goodnow | May 19, 2020 | Podcasts
Many individual companies are struggling and the economy is still (mostly) closed, so why is the S&P 500 fairing much better? We break down what’s behind this big question on the Conquer Risk podcast: What is market Cap Indexing? What’s the story with the S&P...
by Manish Khatta | May 12, 2020 | Podcasts
Every now and then we have an opportunity to showcase a piece of technology we use at Potomac on the Conquer Risk podcast, and we couldn’t be more excited about this episode. YCharts has proven to be a phenomenally useful tool, one we find most Advisors will benefit...
by Jeff Goodnow | May 5, 2020 | Podcasts
There are many definitions floating around of what constitutes a bear (or a bull) market. So, how do you know if you’re actually in one? In this episode of the Conquer Risk podcast we discuss: What specifically made us stop and think about this. What is Potomac’s...
by Christopher Norton | Apr 28, 2020 | Podcasts
Many advisory practices and small businesses consider the pros and cons of their spouse as a staff member. But just as many, are afraid to take the leap. Today we sit down with Lake Avenue Financial VP of Operations Rosa Chalekian, to discuss the success, challenges,...
