Potomac Fund Blog

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Know What You Recommend

As the stewards of our clients’ money, many financial advisors are responsible for the due-diligence and allocation of investments. There are different types of business models ...
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Understanding the Mutual Fund Share Class Fiasco

In the world of mutual funds, different situations call for different compensation tools. That doesn’t sound complicated… What should have been simple has become complex. Let’s ...
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Dangers of Calendar Year Returns

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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HSAs can be a niche market for Advisors

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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