Potomac Fund Blog


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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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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What Teachers Should Know About Retirement Planning

It goes without saying that teachers play one of the most critical roles in American society as the primary individuals responsible, other than a young person’s parents, for ...
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What is a 403b account and how to make yours better

Your employer’s 403b retirement plan offers you the opportunity to save more of the money you earn and invest it for your financial future. When you chose to invest through ...
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