Media
Kevin Swanson Discusses the Impacts of Stagflation with Family Wealth Report
If you have not heard of the term stagflation, you may be hearing it more often in coming months. Stagflation is a phenomenon when inflation is rising but the economy…
Rachita Wadhwa Explains How to Avoid a Tax Audit with Investor’s Business Daily
While Tax Day may be behind us, the risk of getting a scary and potentially costly tax audit is not. To help families learn how to best avoid a dreaded…
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…
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…
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…
Kevin Swanson Discusses Year-End Tax Moves with U.S. News & World Report
With 2022 and potential tax changes approaching quickly, U.S. News & World Report spoke with Potentia Wealth CEO, Private Wealth Advisor & LPL Registered Principal Kevin Swanson for insight on tax…
Sandy Swanson Discusses Money Mistakes to Avoid When Getting Divorced with Real Simple
Going through a divorce is difficult enough. The last thing you want is for it to destroy your financial future. Unfortunately, this happens time and time again for many individuals,…