Author: Potentia Wealth
Video: Full-Year Economic Outlook
A month ago, our markets were focused on the supply chain, inflation and interest rates. While today we are spending most of our time talking about the conflict in Ukraine and…
Three Common Living Trust Mistakes
A living trust is a great way to protect your assets and ensure that they are passed down to your loved ones in the way you intend. However, if you’re…
Kevin Swanson Discusses the Potential Impacts of the Russia-Ukraine Crisis on Inflation with Horsesmouth
The Russian invasion of Ukraine has impacted countless lives and markets worldwide, but will it also lead to a further increase in inflation? To help investors learn how the war…
Investing for Inflation
A dollar today will not buy the same value of goods in ten years. This is due to inflation. Inflation measures the average price level of a basket of goods and…
Yahoo Finance Announces Potentia’s Shift to a Fee-Based, Fiduciary Service Model
Yahoo Finance recently announced that Potentia Wealth is shifting to a purely fee-based, fiduciary service model. According to the publication, this new structure institutionalizes Potentia’s constant dedication to putting clients…
Sandy Swanson Discusses the Downside of Specialized Wealth Advisors with MarketWatch
A new trend has emerged among wealth advisors to help them stand out to potential clients: Narrowing their focus to a particular segment of the workforce. While working with a…
Kevin Swanson Discusses 2022 Real Estate Investing Opportunities with GO Banking Rates
Real estate investments have the potential to earn investors a big profit, but only if you invest in the right properties. To help you learn about some of the best…
Potentia Wealth Launches to Fee-Only, Fiduciary Advisor Model
Firm’s new structure underscores holistic focus and fiduciary service model February 3, 2022 – San Jose, CA – Potentia Wealth, one of the Bay Area’s most compelling wealth and tax…
Tax-Proofing Your Inheritance
Benjamin Franklin once said, “nothing is certain but death and taxes.” In this article, we deal with both and share a few guidelines to follow if someone you know and…
Sandy Swanson Discusses the Importance of Trust with Investor’s Business Daily
When it comes to the client-advisor relationship, there is no substitute for trust. Neither an impressive resume nor smart investment philosophy can assure a client that their interests will come…