by Jeff Goodnow | Apr 6, 2021 | Podcasts, Union
At Potomac, we are passionate about educating advisors. This includes increasing awareness of strategists like Brookmont, available on platforms like Envestnet, Orion Communities, and now the Union UMA. We sit down with CIO Ethan Powell to discuss their work: Firm...
by Manish Khatta | Mar 22, 2021 | Podcasts, Union
In three decades serving advisors, we’ve seen the full spectrum of their size, design, and success. One thing that has become clear, the most “successful” advisors take an active role in understanding and evaluating their businesses. What does that mean? It’s called...
by Jeff Goodnow | Mar 2, 2021 | Goodnow, Investment Management, Podcasts, Union
In our “February Hot Takes” podcast episode, we briefly discussed the incredible uptick in the use of Donor Advised Funds. We thought the topic deserved deeper exploration, so this week our Director of Advisor Experience, Jennifer Burton, joins host, Jeff...
by Manish Khatta | Feb 16, 2021 | Investment Management, Podcasts, Union
Reddit, Robinhood and the rise of meme stocks have brought investments into the news in new ways. With that, have come renewed questions on how custodians make money. While some utilize ticket charges or custody fees, others claim to be free. Since nothing is ever...
by Jeff Goodnow | Dec 9, 2020 | Goodnow, Podcasts, Union
From time-to-time we come across an investment strategist engaged in truly interesting work, and we want to share what we’ve found. In what will be the first in a series of strategists, we sit down with Kim Arthur of Main Management to discuss their work: Firm...
