Description

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/

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