Kevin’s Blog
The Faster Car
When I purchased solar panels for my house, I had them put extra panels on my roof in preparation for my next vehicle, which would be completely self-driving and long-distance…
What the Debt Ceiling?!?!
The media and political pundits have had a new focus to worry their American viewers: the debt ceiling. However alarming the headlines make it sound, this is not a new…
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…
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…
Two Essential Life Lessons for Financial Well-Being
Or, how $7 might be all you need to get started. While we spend so much time learning the “Three Rs” of reading, writing and arithmetic in school, (which never…
#ChooseToChallenge
March is Women’s History Month. A time to look critically at equality and opportunities for women and to educate people on women’s history. Take the #ChooseToChallenge with us. From challenge, comes change.
Managing This Year’s Risks
With new rules for this economy still unfolding, I had a chance to catch my breath in January and reflect on the past year, then turn attention to 2021.
Avoiding the Stock Market Mirage
Our world has changed, and our investing strategy needs to change with it.