Potomac Fund Blog

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How to Create a Trading System (S2 E2)

  As big believers in processes and systems, our second episode of season two is dedicated to why every Advisor needs a trading system! Self-awareness – What are the ...
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The Making of an Investment Platform (S2 E1)

  In our season two debut, we begin a series on the next evolution of our business: What led us here Why now Our thought process What comes next Sharing the journey on ...
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HSAs can be a niche market for Advisors

The business of personal financial advice is a crowded one. As a financial advisor, you are one of more than 200,260 people seeking to earn a living and build a career by ...
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Firm CPR: How to Find a Good Manager (Ep 23)

Our twenty-third episode features a recurring conversation we've been having recently with Advisors, how to construct a portfolio of managers. We discuss: Meeting ...
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