Category: Wealth Management

  • October 15, 2021
    With the October 15 tax deadline upon us, Potentia Wealth CEO Kevin Swanson and Potentia Tax’s Rachita Wadhwa, CPA sat…
  • October 15, 2021
    With the October 15 tax deadline upon us, Potentia Wealth CEO Kevin Swanson and Potentia Tax’s Rachita Wadhwa, CPA sat…
  • October 15, 2021
    With the October 15 tax deadline upon us, Potentia Wealth CEO Kevin Swanson and Potentia Tax’s Rachita Wadhwa, CPA sat…
  • October 8, 2021
    When I purchased solar panels for my house, I had them put extra panels on my roof in preparation for…
  • September 1, 2021
    With the COVID-19 pandemic and corresponding lockdowns spreading across the world, 2020 was a year unlike any other. Here at…
  • August 10, 2021
    The “Twisties” is a mental block when an athlete loses their spatial awareness during an intense routine. The term is…
  • Illustration of two people running with money under the cloud of tax hike

    April 26, 2021
    Don't Panic. While few words alarm Americans more than “tax hike,” most of us are unlikely to feel the impact…
  • Illustration of three arrows pointing in different directions

    March 11, 2021
    What do you do when you’ve truly prepared for your family’s financial well-being? When you’re able to check off the…
  • Illustration of dashed white line on highway overpass

    February 8, 2021
    As I was driving down the freeway in commuter traffic—something I haven't experienced in nearly a year—I was thinking about…
  • Illustration of a confusing path ahead

    February 7, 2021
    History holds some lessons for us even as we are witnessing something historic. As investors right now we need to…