Potomac Fund Blog

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LA Fitness and The Death of Integrations. (Ep 5)

  During this episode we discuss, Advice delivered via a subscription model The official death of FinTech integrations Random useless information We hope you enjoy and ...
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Would you loan someone $10,000 for $8 guaranteed? (Ep 4)

  During this episode we discuss, Online banking and the chase for yield Pay-to-play at investment custodians Random useless information We hope you enjoy and follow us ...
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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 ...
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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 ...
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