Potomac Fund Blog

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Did the Brokerage Window Solve 403(b) Lawsuits? (Ep 19)

In our nineteenth episode we discuss why the 403(b) lawsuits launched in 2016 and the impact they have made: Top reasons for the lawsuits Why the lawsuits hit a wall in ...
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HSA – The Next Untapped Market (Ep 18)

In our eighteenth episode we discuss an Advisor's ability to manage HSA accounts, and four key points of this growth opportunity: The contributions are nearly half of ...
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The Remote Workplace (Ep 17)

In our seventeenth episode we discuss the opportunities (and challenges) of having a remote workplace: Potomac's experience with working remote Does it work? Do people ...
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The Life (and Death?) of Mutual Funds (Ep 16)

In our sixteenth episode we discuss whether Mutual Funds are dying a slow death: Our perspective as a money manager using Mutual Funds for over 30 years Why they were ...
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