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Dangers of Calendar Year Returns

By: Manish Khatta on 01/03/20 10:45

I talk to a lot of financial advisors. Normally the conversations are about their business and how Potomac manages money. The typical questions revolve around our risk ...
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HSA Niche

HSAs can be a niche market for Advisors

By: Jeff Goodnow on 12/19/19 14:23

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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Ep 23 Title

Firm CPR: How to Find a Good Manager (Ep 23)

By: Jeff Goodnow on 12/17/19 13:08

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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Ep 22 Cover

Gear Up (Ep 22)

By: Christopher Norton on 12/10/19 12:22

In our twenty-second episode, a follow up to the "Podcast (Podcast)," we discuss best-practices for Advisors: Video and audio gear Recording and editing software What to ...
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