Author: Potentia Wealth
Navigating Healthcare and Aging: Event Replay
As part of our work with you, our team brings together groups of experts to answer questions and provide guidance in the many areas of your financial life. Few areas…
The Sandwich Generation
Sandy Swanson shares her perspective on balancing the needs of aging parents and support for adult children without sacrificing your sanity. As life expectancy is increasing and young adults are…
Mid-Year Outlook Webinar Replay
With the COVID-19 pandemic and corresponding lockdowns spreading across the world, 2020 was a year unlike any other. Here at Potentia Wealth, we hoped that 2021 would be the year…
Managing Market Twisties
The “Twisties” is a mental block when an athlete loses their spatial awareness during an intense routine. The term is little-known outside the world of professional gymnastics and brought the…
Kevin Swanson in U.S. News & World Report: What Is an Investment Policy Statement?
In the world of wealth management, one way advisors can help their client families pursue long-term financial wellbeing is by using something called an investment policy statement. Simply put, an…
The Happiest Place on Earth… Or Maybe Not
Over the Fourth of July weekend, a few of my friends and I had the opportunity to visit the happiest place on earth, Disneyland, for a couple of days. During that…
Kevin Swanson in Family Wealth Report: Why Tax Increases Should Not Dictate Wealth Plans
Despite the strong likelihood that taxes will increase for wealthy families, taxes should not be the dominant factor when creating estate, wealth transfer and investment plans. To learn more about…
Healthy, Wealthy & Wise: Our Top Takeaways
Maintaining your health and your nest egg in retirement are two of the biggest concerns currently facing Americans, even if you are still decades away from retirement. To chart…