Potomac Fund Blog

Blog

Should financial advisors stop telling clients to save for college? (Ep 3)

During this episode we discuss The search to find the best 529 plan for financial advisors. Is saving for college even worth it anymore? The student loan dilemma. Random ...
Read More

Helping investors who need the most help! [Infographic]

The 403(b) market historically has been a very unfriendly place for financial advisors because of the inherent restrictions placed on the plans, such as: Restricted access for ...
Read More

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 learn more ...
Read More

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) ...
Read More