Wealth Management
Balancing progress with risk in pursuit of your goals.
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…
All Recessions Are Not Created Equal
Over the past few weeks, more and more economists are suggesting that a recession is coming. And as the cadence of recession chatter increases, Americans are beginning to question how…
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…
Fed’s Latest Rate Hike Signals Stability
This past Wednesday, the Federal Reserve announced a 0.25% rate hike, bringing the federal funds rate to 5.00%. This rate hike was anticipated by the industry, as the Fed continues…
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…
Video: Full-Year Economic Outlook
A month ago, our markets were focused on the supply chain, inflation and interest rates. While today we are spending most of our time talking about the conflict in Ukraine and…
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…
Investing for Inflation
A dollar today will not buy the same value of goods in ten years. This is due to inflation. Inflation measures the average price level of a basket of goods and…
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…
Kevin Swanson Discusses Tax Management for Portfolios with U.S. News & World Report
Congress is currently negotiating possibly raising tax rates for individuals, corporations and capital gains. While the results of these negotiations remain unseen, it is important for investors to thoughtfully prepare…