More than a Money Manager.

Would you loan someone $10,000 for $8 guaranteed? (Ep 4)

Posted by Jeff Goodnow on July 12, 2019

During this episode we discuss,

  • Online banking and the chase for yield
  • Pay-to-play at investment custodians
  • Random useless information

We hope you enjoy and follow us on this journey!

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Topics: Podcasts

Should financial advisors stop telling clients to save for college? (Ep 3)

Posted by Jeff Goodnow on July 5, 2019

During this episode we discuss

  • The search to find the best 529 plan for financial advisors.
  • Is saving for college even worth it anymore?
  • The student loan dilemma.
  • Random useless information.

We hope you enjoy and follow us on this journey!

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Topics: Podcasts

Helping investors who need the most help! [Infographic]

Posted by Jeff Goodnow on June 30, 2019

The 403(b) market historically has been a very unfriendly place for financial advisors because of the inherent restrictions placed on the plans, such as:

  • Restricted access for financial advisors
  • Limited or non-existent ability to deduct management fees
  • Inadequate systems for handling trades and reconciliations
  • Poor selection of mutual funds

The 403(b) market has come a long way since we started, and today the future is brighter for financial advisors who want to serve clients with these plans. By partnering with Potomac Fund Management, in the 403(b) market, financial advisors can add substantial assets to their practice and help investors in need.

The guide to 403(b) success is presented in this infographic. Print it, pin it, share it, but whatever you do... use it and get started today.

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Topics: 403b Resources

The Riskalyze partnership and the hogwash of hypothetical performance (Ep 2)

Posted by Jeff Goodnow on June 26, 2019


During this episode we discuss

  • Our recent partnership with Riskalyze and our addition to their Model Marketplace.
  • Our recent attendance at the Riskalyze Bootcamp to learn more about the software.
  • The utter nonsense of hypothetical performance track records that many investment mangers still report!
  • Random useless information.

We hope you enjoy and follow us on this journey!

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Topics: Podcasts

Ultimately we like to say that we are "More than a Money Manager. This is a small business run by people not robots. We talk, we plan, we execute together, as partners working to achieve the same goal."

Here are some topics you'll read about in our blog:

  • Our risk management techniques that make investing a smoother ride.
  • An inside view of our industry including the ugly nobody wants to talk about.
  • Our company culture and the people behind the process and much more...

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