Potomac

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Join us for :  𝗧𝗵𝗲 𝗕𝗹𝗶𝗻𝗱 𝗦𝗽𝗼𝘁 𝗶𝗻 𝗣𝗮𝘀𝘀𝗶𝘃𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 Focused Growth Strategy: Passive investing with tactical risk management. This 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆 𝗦𝗲𝗽𝘁 𝟮𝗻𝗱 @ 𝟭𝗽𝗺 Most portfolios have a plan for participating in bull markets. Fewer have a plan for navigating bear markets. Join Potomac's Christopher Norton, CMO and Daniel Russo, CMT® to explore the blind spot of traditional passive investing and a tactical framework designed to help clients stay the course when volatility strikes.   𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://lnkd.in/ecqs9TWW

For RIAs with $1 billion to $15 billion in assets, launching a podcast can offer significant benefits, but it also requires a serious commitment of time, resources and attention. We discuss how RIAs should weigh podcasting against other marketing and prospecting investments with industry experts Christopher Norton of Potomac, Kelly Waltrich of Intention.ly, Susan Theder of FMG Suite and Katherine Paulson of Haven Tower Group. https://lnkd.in/gxHmg3dY #WealthManagement #FinancialAdvisors #Podcasting #WealthSolutionsReport

The good people at Wealth Solutions Report put together a piece on whether "To Podcast Or Not To Podcast: What RIAs Should Consider" and, naturally, I had thoughts.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗮𝗿𝗲 𝘁𝗮𝗸𝗶𝗻𝗴 𝗶𝘁 𝗲𝗮𝘀𝘆 𝗵𝗲𝗮𝗱𝗶𝗻𝗴 𝗶𝗻𝘁𝗼 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝘄𝗶𝘁𝗵 𝗹𝗼𝘄 𝘃𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆 𝗼𝗻 𝗲𝗾𝘂𝗶𝘁𝘆, 𝘁𝗵𝗲 𝘁𝗿𝗲𝗮𝘀𝘂𝗿𝘆, 𝗮𝗻𝗱 𝗴𝗼𝗹𝗱. Will the quiet continue going into September, historically the S&P 500’s weakest month? This week on Who Charted?, we dig into volatility, one-year stochastic readings, and seasonality data going back to 1950. This weeks episode is live! Link in comments

CIA experience taught him how to read a room. EOS training taught him how to apply those same skills to business. Watch EOS Implementer Joseph Kim join Potomac’s Manish Khatta and Christopher Norton to discuss how leadership teams can lower the temperature, speak honestly, and agree on what success actually looks like. No classified clearance required. Link in comments.

𝗦𝘁𝗼𝗰𝗸𝘀 𝘇𝗶𝗴. 𝗕𝗼𝗻𝗱𝘀 𝘇𝗮𝗴. At least, that’s how the arrangement is supposed to work. Potomac's Economic Strategist, Shawn Snyder (https://hubs.li/Q04vLr6t0) looks at what that could mean if long-term yields remain elevated. Of course, history doesn’t always repeat itself, but its known to rhyme. Watch the latest Beltway Brief. Link in comments.

I've seen that look before. Our COO Will Gray has a case of the java madness. Symptoms include sleeplessness, hallucinations, and an obsession of picking the right coffee machine for the new Potomac Office.

Turn on audio for a laugh :) Happy Friday, folks! Throw back photo from 2012! 14 years ago!!!!

Can't go a national Bow Tie Day without shouting out the host of Beltway Brief Shawn Snyder Watch this weeks Beltway Brief here: https://lnkd.in/e_aBfa-x #NationalBowTieDay