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.

We’re joined by Founder of Content 151, Shawna Ohm. This episode, we took a different angle than we ever have, ending up with one of our most fun, genuine episodes to date.

In this episode of Featuring, we explore:

·     Prioritizing authenticity over virtues

·     Why you should never (ever) use vertical video

·     The evolution of friends and relationships as you get older

·     Much, much more

If you have any ideas, comments or suggestions please fire them our way.

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.

With the geopolitical market turmoil caused by Russia’s invasion of Ukraine top of mind, Research by Potomac’s Dan Russo provides perspective.

This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast

Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://potomacfund.com/blog

Disclosure: http://bit.ly/2l3OvaL

Hosted on Acast. See acast.com/privacy for more information.

Your favorite stock market technical analysis show is back! Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are bringing you six charts in six minutes.

The clock is ticking, and we’ve got some big charts coming your way:

·     Equal Weight S&P 600 Relative to S&P 600

·     NASDAQ Composite Index

·     S&P 600 Consumer Staples Relative to S&P 600

·     Gold (Spot)

·     Latin America (ILF)

·     10-Year Treasury Note

So, who charted?

This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast

Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://potomacfund.com/blog

Disclosure: http://bit.ly/2l3OvaL

Hosted on Acast. See acast.com/privacy for more information.

Grab a cup of tea and join us as we rank what’s overrated and what’s underrated in the world of wealth management.

·     Noreen Beaman steps down as President of Orion Advisor Solutions

·     Potomac Fund Management unveils new toolkit for financial advisors

·     UBS to buy wealth management specialist Wealthfront for $1.4B

·     AssetMark launches marketing advantage platform

·     Hightower files lawsuit against ex-advisors

We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.

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.

The (Christopher-less) Marketing Team discusses the importance of building a well rounded, dynamic team that can fill in for each other when needed. Kind of like, you know, this podcast.

In this episode of Build in Public, we discuss:

·      Overlapping roles

·      Culture and communication

·      Embracing mistakes

We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.

Make sure you subscribe to never miss an update.

Listen on Acast

Subscribe in Apple Podcasts

Subscribe in Spotify Podcasts

Subscribe in Google 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.

A few weeks ago, we launched a new user interface for Union. The results since have been tremendous.

The Ops Team sits down to discuss how the platform has streamlined their efforts, and most importantly, freed-up time to focus on providing the great customer service we take pride in.

So, grab your favorite drink and pull up a chair!

We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.

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.

Your favorite stock market technical analysis show is back! Dan Russo, CMT®, and Drew Wells, CMT®, CIMA®, are bringing you six charts in six minutes.

The clock is ticking, and we’ve got some big charts coming your way:

·     Quality Stocks (QUAL) Relative to Microcaps (IWC)

·     Global Dow

·     Frontier Markets (FM) Relative to ACWI EX-US (ACWX)

·     Growth vs Value (Large Cap)

·     Global Energy (IXC)

·     US Dollar Index

So, who charted?

This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast

Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://potomacfund.com/blog

Disclosure: http://bit.ly/2l3OvaL

Hosted on Acast. See acast.com/privacy for more information.

Launch day has arrived! The Investment team sits down to discuss our newest institutional research product, everything included in it, and why our experience managing money separates us from the rest of the so-called “experts.”

Join us as we dive into each piece of content we will be offering:

·     Scanning Report

·     Small Cap Deep Dive

·     Monthly Chart Book

·     Mythbusters

·     Know What You Own

·     Much more

This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast

Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://potomacfund.com/blog

Disclosure: http://bit.ly/2l3OvaL

Hosted on Acast. See acast.com/privacy for more information.

We’re joined by Main Management’s Managing Partner, Darol Ryan, and Director, Wayne Seaman, to discuss our successful partnership and embracing a team-oriented approach to best serve clients.

In this episode of Featuring, we explore:

·     The changing needs of advisors

·     Nurturing long term partnerships

·     The benefits of a fresh perspective

·     Much more

If you have any ideas, comments or suggestions please fire them our way.

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.