Potomac Fund Managment

Closeup portrait clueless senior health care professional doctor with stethoscope, has no answer, doesn't know right diagnosis standing in hospital hallway isolated clinic office windows background..jpeg

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

By: Jeff Goodnow on 06/24/19 10:11

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) ...

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

By: Jeff Goodnow on 06/20/19 14:28

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 ...

The 200 day moving average: Useful or all hype?

By: Manish Khatta on 06/18/19 14:50

When I started in this industry, in the early 2000’s, the mainstream media stayed away from talking about technical analysis. It was considered financial voodoo as the ...

A trillion dollar opportunity for financial advisors

By: Jeff Goodnow on 06/10/19 13:38

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 ...

1 ...

3 4 5 6 7

... 10

Blog

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

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

The 200 day moving average: Useful or all hype?

A trillion dollar opportunity for financial advisors

blog categories

subscribe