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In our new and improved format, the Education Team makes three separate stops to address topics advisors and their clients are facing:
· Calming nerves around volatility
· Preparing your clients for the return of student loan payments
· Understanding and communicating risk range
Articles:
Half of student loan borrowers may be at increased risk of delinquency, GAO report finds
https://www.cnbc.com/2022/02/25/half-of-student-loan-borrowers-at-increased-risk-of-delinquency-gao-finds-.html?utm_term=Autofeed&utm_medium=Social&utm_content=Main&utm_source=Twitter#Echobox=1645809727
Student Loans Are On Hold – Should You Pay Anyway?
https://www.nerdwallet.com/article/loans/student-loans/you-can-pause-two-student-loan-payments-but-should-you#:~:text=According%20to%20the%20latest%20federal,if%20you%20have%20further%20questions
How Your Behavior Drives Investment Returns
https://monumentwealthmanagement.com/resource/dr-daniel-crosby-how-your-behavior-drives-investment-returns/
We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
Blog Post: https://potomacfund.com/why-advisors-need-an-ocio/
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Hosted on Acast. See acast.com/privacy for more information.
By Potomac Studios5
1111 ratings
In our new and improved format, the Education Team makes three separate stops to address topics advisors and their clients are facing:
· Calming nerves around volatility
· Preparing your clients for the return of student loan payments
· Understanding and communicating risk range
Articles:
Half of student loan borrowers may be at increased risk of delinquency, GAO report finds
https://www.cnbc.com/2022/02/25/half-of-student-loan-borrowers-at-increased-risk-of-delinquency-gao-finds-.html?utm_term=Autofeed&utm_medium=Social&utm_content=Main&utm_source=Twitter#Echobox=1645809727
Student Loans Are On Hold – Should You Pay Anyway?
https://www.nerdwallet.com/article/loans/student-loans/you-can-pause-two-student-loan-payments-but-should-you#:~:text=According%20to%20the%20latest%20federal,if%20you%20have%20further%20questions
How Your Behavior Drives Investment Returns
https://monumentwealthmanagement.com/resource/dr-daniel-crosby-how-your-behavior-drives-investment-returns/
We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
Blog Post: https://potomacfund.com/why-advisors-need-an-ocio/
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Hosted on Acast. See acast.com/privacy for more information.

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