Wealth Management
Balancing progress with risk in pursuit of your goals.
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…
Kevin Swanson Discusses the Perils of Sudden Wealth at a Young Age with Financial Times
After finding success as actors, athletes, musicians or influencers, many young people have quickly multiplied their wealth in recent years. While these success stories are admirable and exciting, if their…
Tax Planning Should Be a Year-Round Conversation
With the October 15 tax deadline upon us, Potentia Wealth CEO Kevin Swanson and Potentia Tax’s Rachita Wadhwa, CPA sat down to discuss some practical advice on the benefits of…
Don’t Let Tax Law Changes Impact Your Financial Future
With the October 15 tax deadline upon us, Potentia Wealth CEO Kevin Swanson and Potentia Tax’s Rachita Wadhwa, CPA sat down to discuss some practical advice on the benefits of…