Blog - Potomac Wealth Management

Apr 22, 2026 Market Commentary & Insights

Bitcoin: What the Data Actually Tells Us

Bitcoin has polarized investors for over a decade. From dramatic bull runs to extended bear markets, its price swings have...

Mar 11, 2026 Smart Investing

Gambling, Risk-Seeking, and Lessons from Lottery Stocks

Academic research helps explain how this risk-seeking behavior manifests in stock markets. It's well documented in the literature that a...

Mar 4, 2026 Planning & Education

Why IPO Stocks Often Underperform: Post-IPO Returns and Market Structure

With IPO chatter picking up again — names like SpaceX, OpenAI, and Anthropic are frequently mentioned as potential future public...

Mar 2, 2026 Planning & Education

Step-by-Step Guide to a 401(k) Rollover to IRA After Leaving a Job

Leaving a job comes with a long to-do list—new benefits, new routines, and new financial decisions. One of the most...

Oct 13, 2025 Smart Investing

Failures of Active Management

Most traditional investment providers offer actively managed investment products as the solution to their clients’ needs. This means picking individual...

May 4, 2015 Smart Investing

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...

Apr 7, 2015 Smart Investing

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...

Apr 7, 2015 Smart Investing

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...

Mar 8, 2015 Smart Investing

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...

Insights & Updates