Potomac Fund Blog

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Know What You Recommend

As the stewards of our clients’ money, many financial advisors are responsible for the due-diligence and allocation of investments. There are different types of business models ...
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The Myth of Retiring Advisors (S2 E8)

There was a great deal of chatter this week from a recent article declaring that the number of financial advisors will begin declining next year. In this episode of the ...
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Understanding the Mutual Fund Share Class Fiasco

In the world of mutual funds, different situations call for different compensation tools. That doesn’t sound complicated… What should have been simple has become complex. Let’s ...
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When in Doubt, Zoom Out (S2 E7)

Our first blog post of the year has hit a nerve or two. Some agree, some disagree, but it seemed worthy of additional conversation on the Conquer Risk podcast: Why are ...
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