Life Planning
Financial coaching for your family’s financial health.
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…
2023 Mid-Year Investment Outlook
The possibility of a recession was one of the hot topics we discussed during our 2023 Full-Year Investment Outlook in February. Yet, here we are, six months later, and financial…
How You Might Benefit from SECURE 2.0 Act
SECURE 2.0 Act, which was signed into law December 29, 2022, aims to help Americans save enough for a secure retirement. With almost 100 changes, the legislation is nuanced and…
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…
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…
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…
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…
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…
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…