Author: Potentia Wealth
2024 Mid-Year Economic Outlook
More than halfway through 2024, the U.S. economy remains strong, yet uncertainty at home and abroad is causing investors to exercise caution. And while inflation seems largely contained, prices and…
Quarterly Investment Update: 1st Quarter 2024
Dating back to 1875, the Kentucky Derby isn’t just a horse race — it’s a cultural phenomenon that blends athleticism, tradition, and style in a single event. On May 4,…
2024 Full-Year Investment Outlook
Despite recessionary fears dominating the 2023 headlines, the economy grew, unemployment declined, the S&P 500 rallied, and inflation decelerated. Looking ahead to 2024, the million-dollar question is whether the economy…
Full-Year Economic Outlook – Recording
As we hit our stride in 2023, the headlines continue to bombard us with news of an imminent recession, continued inflation, additional interest rate hikes, a cooling housing market, and…
Video: Mid-Year Economic Outlook 2022
This has been a historic year for the stock market. The topics we were discussing around the dinner table earlier in the year have stuck with us like a bad…
Year-Round Tax Tips to Avoid an Audit
As market volatility continues, we believe it is important to focus on what you can control when it comes to your portfolio, which includes fees, expenses and taxes. While tax…
Kevin Swanson Discusses the Impacts of Stagflation with Family Wealth Report
If you have not heard of the term stagflation, you may be hearing it more often in coming months. Stagflation is a phenomenon when inflation is rising but the economy…
Rachita Wadhwa Explains How to Avoid a Tax Audit with Investor’s Business Daily
While Tax Day may be behind us, the risk of getting a scary and potentially costly tax audit is not. To help families learn how to best avoid a dreaded…
Cryptocurrencies: The New Goldrush
The California Gold Rush began in 1849 at Sutter’s Mill in Coloma, California. The news of gold brought approximately 300,000 prospectors to California. Gold worth tens of billions of today’s…
Three Reasons We Are Not in a Housing Bubble
My daughter and son-in-law are looking to move from their townhouse to a larger home with a yard. There are few homes available, and they have been making offers on…