More than a Money Manager.

Jeff Goodnow

Director of Client Education

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Recent Posts

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

Will the platform rule the investing future? (Ep 1)

Posted by Jeff Goodnow on June 20, 2019

Welcome everyone to the inaugural Conquer Risk podcast! This has been many months in the making as we continue our quest to distribute as much useful content as possible.

Voice is the future and the future is voice!

The podcast will be with myself and Manish Khatta, with the occasional industry guest. We want to discuss all topics around investment management and the business of running an RIA firm.

Many folks think long and hard to figure out what kind of content to release but we feel that the best content is just a matter of documenting your business journey.

We will discuss everyday tasks like researching new technology, investment strategy R&D and the occasional rant. There is value in talking about the day to day tribulations of the fellow financial advisor. 

If you have any ideas, comments or suggestions please fire them our way. However, if you know either me or Manish there won’t be a lack of things to “talk” about.

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Topics: Podcasts

Your biggest asset is also most at-risk

Posted by Jeff Goodnow on March 14, 2018

After many years of working, saving and investing for the future, many households eventually arrive at a point where they have accumulated significant assets, both in terms of number and value. I am talking not just about real assets such as houses, property, vehicles, collectibles and more, but also financial assets including holdings in investment and retirement accounts like 401(k)s and 403(b)s.

For many people, especially those who are further along in their careers and nearing retirement, their financial holdings may represent their largest asset. For a good number of them, these assets are bigger than the equity value they have built up in their primary residence.

These assets are also the most at-risk from a loss in value. While individuals can insure property and belongings against loss (for example, home insurance protecting against loss from a fire), there really is no insurance available for financial holdings. At least not in the traditional sense.

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Topics: Investment Management

The best way to propose

Posted by Jeff Goodnow on June 14, 2017

As a financial advisor one of our main jobs is to make sure the investments we recommend to clients are suitable and in their best interest. This can be accomplished by developing an investment profile for each client to make sure their goals and risk profile match the investment products recommended.

At Potomac, historically we start the process of determining suitability by asking the client to complete our investment profile. Our profile seeks to identify each client's financial situation, investment experience and risk tolerance. Once the clients’ appetite for risk is determined, we present a simple proposal and strategy fact sheets that could be used to determine the best strategy or combination of strategies.

The process is simple, compliant and gets the job done. But as a company we are always exploring ways to improve our process.

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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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