Potentia’s Pulse
Put Your Oxygen Mask on First: Preparing for Volatility
Imagine you’re on an airplane with the people you love most. The flight is smooth, and the seatbelt sign is off. But suddenly, turbulence hits and oxygen masks drop from…
Quarterly Investment Update: 4th Quarter 2024
When growing up in California’s Central Valley, you learn to adapt to two things: the excruciating heat in the summer and the tule fog that blankets the region during the…
2024 Mid-Year Economic Outlook
More than halfway through 2024, the U.S. economy remains strong, yet uncertainty at home and abroad is causing investors to exercise caution. And while inflation seems largely contained, prices and…
Artificial Intelligence: Just How Disruptive Will It Be?
There’s no denying it — artificial intelligence (AI) is poised to revolutionize the digital world. Companies and investors alike are approaching it with enthusiastic optimism. And though no one is…
Honoring Sacrifice, Understanding Impact
Memorial Day has become a day marked by patriotic gatherings, pool parties, parades, and barbecues. And while patriotism, freedom, and love of country are certainly good reasons to celebrate, let…
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,…
Discussing Politics and the Markets is Smart, Not Taboo
From an early age, Americans are taught to avoid discussing politics and religion. This adage has been passed down for generations, as these deep-seated topics often stir up heated, or…
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…
Quarterly Investment Update: 4th Quarter 2023
In July 2021, my wife and I flew to the Pacific Northwest to visit clients — putting her pilot’s license to good use! After completing our client meetings, we checked…
This Tax Season, Take a Team Approach
Let’s face it, no one enjoys paying taxes. In fact, people go to great lengths to find the “right” CPA so they don’t pay more in taxes than absolutely necessary….