Potomac Fund Blog


The Riskalyze partnership and the hogwash of hypothetical performance (Ep 2)

  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 ...
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The 4 steps to adding AUM in the 403(b) space

Back in 2003, one of our independent financial advisors approached us to discuss our willingness to start managing money in the workplace retirement market, specifically 403(b) ...
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Will the platform rule the investing future? (Ep 1)

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. ...
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A trillion dollar opportunity for financial advisors

It’s not very often an opportunity comes around where a financial advisor can make a tremendous difference in the lives of clients in need and add significant AUM to their book ...
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