Wealth Management
Balancing progress with risk in pursuit of your goals.
The Faster Car
When I purchased solar panels for my house, I had them put extra panels on my roof in preparation for my next vehicle, which would be completely self-driving and long-distance…
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…
Managing Market Twisties
The “Twisties” is a mental block when an athlete loses their spatial awareness during an intense routine. The term is little-known outside the world of professional gymnastics and brought the…
Biden Signals Capital Gains Tax Hike
Don’t Panic. While few words alarm Americans more than “tax hike,” most of us are unlikely to feel the impact of President Biden’s plan to raise the capital gains tax….
A Strategy for Giving
What do you do when you’ve truly prepared for your family’s financial well-being? When you’re able to check off the list wealth accumulation, protecting the family, paying for education, and retirement preparation? When our clients have properly prepared for all of the basic life needs, we ask them one question: What impact do you want to have in the world.
Dashed White Lines
As I was driving down the freeway in commuter traffic—something I haven’t experienced in nearly a year—I was thinking about the meme stocks, like GameStop, whose stock prices recently peaked far above the fundamental value of the companies themselves.
History Lesson or Something Historic?
History holds some lessons for us even as we are witnessing something historic. As investors right now we need to heighten our attention to risk and potential rewards.
Managing This Year’s Risks
With new rules for this economy still unfolding, I had a chance to catch my breath in January and reflect on the past year, then turn attention to 2021.
What Is Blockchain?
Blockchain technology will continue to be a phenomenon transforming key sectors like healthcare, media, consumer staples and more.
What Is the Antidote to Financial FOMO?
Don’t let fear and anxiety drive your financial risk-taking.