Wealth Transfer
How to make your life’s imprint felt for generations.
Quarterly Investment Update: 1st Quarter 2024
Dating back to 1875, the Kentucky Derby isn’t just a horse race — it’s a cultural phenomenon that blends athleticism, tradition, and style in a single event. On May 4,…
2024 Full-Year Investment Outlook
Despite recessionary fears dominating the 2023 headlines, the economy grew, unemployment declined, the S&P 500 rallied, and inflation decelerated. Looking ahead to 2024, the million-dollar question is whether the economy…
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…
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…
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…
Tax-Proofing Your Inheritance
Benjamin Franklin once said, “nothing is certain but death and taxes.” In this article, we deal with both and share a few guidelines to follow if someone you know and…
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…
Six Things Boomers Need to Do Before Transferring Wealth
We spend much of our adult lives creating our family’s financial health and well-being. Providing for our kids and their education. Simultaneously, securing our retirement. Then somehow suddenly, what was a far-off point on the horizon becomes close enough to actively consider: How do we transfer our wealth to our kids and future generations?
California Just Changed the Rules
Estate planning should be on everyone’s To Do list, especially with federal tax law changes to wealth transfer expected soon. However, if you live in California, updating your estate plan should be moved up a notch because of the passage of Prop 19 which takes effect this month.
Reasons to Give Thanks
Our collective resolve is being tested, but that is when we grow.