Potomac Wealth Management, LLC Blog

Insights and information for investors

Get to know Potomac Wealth Management through our blog.

We are always interested in suggestions on topics to blog about so feel free to drop us a line. We are also available for press and other inquiries. 


Do we really have to do what is best for the investor?

Believe it or not, this question is at the heart of a hotly debated new rule proposed by the Department of Labor (DOL) surrounding the investment alternatives and advice provided to retirement plan sponsors and participants. Simply put, many brokers who provide this advice can offer a number of alternatives to ERISA based plans and their participants. As long as the recommendation can be deemed a “suitable” one based on the investor’s objectives, read more…

How much do I need to save for retirement?

Watch Massi De Desantis PHD, Senior Researcher & Vice President Dimensional Fund Advisors discuss how much you need to save for retirement. Potomac Wealth Management is a Dimensional Funds-approved financial advisor, specializing passively managed index fund investments.

If you are interested in working with PWM and making the most of your retirement we invite you to contact us.

How much income do you need in retirement?

Watch Marlena Lee, PHD, Vice President of Dimensional Fund Advisors discuss how much income you need in retirement. Potomac Wealth Management is a Dimensional Funds-approved financial advisor, specializing passively managed index fund investments.

If you are interested in working with PWM and making the most of your retirement we invite you to contact us.

The Power of Markets

At Potomac Wealth Management we’re different than many other wealth management firms. This video from Dimensional Fund Advisors spells out our market philosophy and how we can put the power of the markets to work for you.

If you are interested in diving deeper on active vs passive investing I highly recommend Rex Sinquefield piece, Active vs Passive Management, penned in 1995 it still stands of the test of time.

Get in Touch

If you are curious about whether our services are a good fit for you, please contact us to schedule a free consultation.

737 Walker Road Suite 1B
Great Falls, Virginia 22066
Phone: 202.236.9667
Business Hours: 9am–5pm M-F

Contact Us

Potomac Wealth Management, LLC

737 Walker Road, Suite 1B
Great Falls, Virginia 22066
202-236-9667 info@potomacwealthmanagementllc.com