Family Portfolio
Tips for integrating your family financial affairs.
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…
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…
What Is Blockchain?
Blockchain technology will continue to be a phenomenon transforming key sectors like healthcare, media, consumer staples and more.
What Is the Antidote to Financial FOMO?
Don’t let fear and anxiety drive your financial risk-taking.
The Ritual of Taxes
Part of the ritual of my business life is the on-going conversation with trusted advisors.