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Category:
Potentia’s Pulse
Post-Pandemic Economy: A Repeat of Post-World War II?
May 24, 2023
I’ve always been intrigued by and curious about trends and patterns around us. Maybe that’s why I find such enjoyment…
All Recessions Are Not Created Equal
May 3, 2023
Over the past few weeks, more and more economists are suggesting that a recession is coming. And as the cadence…
How You Might Benefit from SECURE 2.0 Act
April 6, 2023
SECURE 2.0 Act, which was signed into law December 29, 2022, aims to help Americans save enough for a secure…
Fed’s Latest Rate Hike Signals Stability
March 24, 2023
This past Wednesday, the Federal Reserve announced a 0.25% rate hike, bringing the federal funds rate to 5.00%. This rate…
Full-Year Economic Outlook – Recording
February 23, 2023
As we hit our stride in 2023, the headlines continue to bombard us with news of an imminent recession, continued…
Video: Mid-Year Economic Outlook 2022
September 15, 2022
This has been a historic year for the stock market. The topics we were discussing around the dinner table earlier…
Year-Round Tax Tips to Avoid an Audit
June 14, 2022
As market volatility continues, we believe it is important to focus on what you can control when it comes to…
Cryptocurrencies: The New Goldrush
April 11, 2022
The California Gold Rush began in 1849 at Sutter’s Mill in Coloma, California. The news of gold brought approximately 300,000…
Three Reasons We Are Not in a Housing Bubble
March 29, 2022
My daughter and son-in-law are looking to move from their townhouse to a larger home with a yard. There are…
Three Common Living Trust Mistakes
March 9, 2022
A living trust is a great way to protect your assets and ensure that they are passed down to your…
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