Dylan Potter, CFA, CFP®

Widen Your Aperture

Dylan Potter May 11, 2022

How will I behave in combat? This a question I asked myself countless times before my first deployment to Afghanistan. As a young officer who performed well in training, I thought I had the foundation to do well, but there really isn’t a substitute for the real thing. Some things must be experienced before they are truly understood. A tough training scenario can recreate the sounds and chaos of combat, but it can’t recreate the emotions. No matter how stressful the training event, it’s still just that, a training event. There may be notional casualties, but actual Americans aren’t bleeding

Market Insight: Focus on the Foundation

Dylan Potter March 21, 2022

Market Insight: Focus on the Foundation Dylan Potter, CFP®, Vice President, Wealth Manager There are all kinds of combat tactics. Every segment of war, whether it’s on land, sea, or air, has tactics and techniques that are specific to that venue. However, at the point of execution – that moment when you engage with the enemy – the best tactics in the world will not make you successful if you haven’t put in the weeks, months, and years of training it takes to prepare for that unforgiving minute. You need the foundation.In training, it was our goal to push ourselves so

Street$marts: Cryptocurrency-A New Frontier

Dylan Potter March 2, 2022

We’ve received a number of questions about our thoughts on cryptocurrencies and ways in which to gain exposure to the ecosystem. The eyepopping returns and incredible volatility capture the headlines on a daily basis, so in today’s StreetSmarts we’ll provide a brief overview of the space and offer some of our thoughts as well. Cryptocurrencies now represent a $3 trillion market!—so it’s becoming harder to ignore the space completely. First, its important to note that this is a new frontier. What I mean by that is this space is evolving, changing and growing on a daily basis. Some investors are