Potomac Fund Blog


Did the Brokerage Window Solve 403(b) Lawsuits? (Ep 19)

In our nineteenth episode we discuss why the 403(b) lawsuits launched in 2016 and the impact they have made: Top reasons for the lawsuits Why the lawsuits hit a wall in ...
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HSA – The Next Untapped Market (Ep 18)

In our eighteenth episode we discuss an Advisor's ability to manage HSA accounts, and four key points of this growth opportunity: The contributions are nearly half of ...
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The Remote Workplace (Ep 17)

In our seventeenth episode we discuss the opportunities (and challenges) of having a remote workplace: Potomac's experience with working remote Does it work? Do people ...
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The Life (and Death?) of Mutual Funds (Ep 16)

In our sixteenth episode we discuss whether Mutual Funds are dying a slow death: Our perspective as a money manager using Mutual Funds for over 30 years Why they were ...
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