More than a Money Manager.

Hypothetical is Industry Code for Hogwash

Posted by Manish Khatta on May 3, 2019

I can remember a call from years ago as if it was yesterday. One of our investors had decided to move all their Potomac accounts to another firm. This is part of life in the investment industry and for any business, when a client leaves, it can be a tremendous learning experience.

Why did this client move his business?

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Topics: Investment Management

The Most Important Gauge of Stock Market Health: Technical Analysis 101: The Advance/Decline Line

Posted by Manish Khatta on April 26, 2019

Professional portfolio managers and financial advisors use a variety of analytical tools. Many of these tools are also available to individuals seeking to save for retirement, college education, and other common investment goals. Advanced technology provides a wealth of different ways to determine when individual stocks, sectors, and even the market as a whole should be bought and sold to help manage portfolio risk and reward.

But you don’t need specialty software to help determine investing trends. There are many aspects of simple technical analysis that have become increasingly popular among those who want to keep track of their investments in mutual funds, exchange-traded funds (ETFs) and other vehicles.

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Topics: Investment Management

How We Manage Money to Reduce Risk

Posted by Manish Khatta on April 23, 2019

There are a ton of ways to invest your money on the public market and get exposure to domestic companies, international organizations, or any number of different asset classes like the ones determined by Morningstar.

You can buy stocks, bonds, real estate—and that’s just the beginning.

If you’re willing to spend some time doing research, you can go further down the investing pyramid—deciding whether to buy and hold individual stocks or let index funds do the investing for you. You can purchase a couple active mutual funds, or actively trade a portfolio on your own.

Here at Potomac, we’re a tactical money manager that specializes in risk reduction. Our chosen investment vehicles are mutual funds and ETFs. Like with many terms in finance, though, the definition of a tactical manager can vary among those who practice this type of management.

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Topics: Investment Management

The Pros and Cons of Investing in Index Funds

Posted by Manish Khatta on February 8, 2019

If you’ve been around the financial markets for any length of time, I’m sure you’ve heard the term “index fund.”

Index funds are everywhere in modern portfolios, and while many investors have been told they should invest in them, not many understand why they may or may not be a good fit for their personal situation.

Currently, index funds are seeing even more increased visibility due to the death of Jack Bogle, the founder and chief executive officer of the Vanguard Group.

Bogle was known throughout financial services as the founder of the index fund, and he was one of the most influential men the investing world has ever seen.

Let’s examine Bogle’s creation so you can better understand the place of an index fund in a portfolio and how to determine whether they may or may not support your financial goals.

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Topics: Investment Management

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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