Insights

Information is available everywhere. What you’ll find here are insights from Potentia’s team of family financial advisors.

Quarterly Investment Update: 1st Quarter 2024

Quarterly Investment Update: 1st Quarter 2024

Quarterly Investment Update: 1st Quarter 2024

Family Portfolio Kevin’s Blog Life Planning Notable News Wealth Management Wealth Transfer

Discussing Politics and the Markets is Smart, Not Taboo

Discussing Politics and the Markets is Smart, Not Taboo

2024 Full-Year Investment Outlook

2024 Full-Year Investment Outlook

Family Portfolio Kevin’s Blog Life Planning Wealth Management Wealth Transfer

Quarterly Investment Update: 4th Quarter 2023

Quarterly Investment Update: 4th Quarter 2023

This Tax Season, Take a Team Approach

This Tax Season, Take a Team Approach

Building Wealth Enables Us to Help Others

Building Wealth Enables Us to Help Others

No Tricks, Just Treats: How to Avoid Scams

No Tricks, Just Treats: How to Avoid Scams

Education Savings: Gifting the Next Generation

Education Savings: Gifting the Next Generation

2023 Mid-Year Investment Outlook

2023 Mid-Year Investment Outlook

Family Portfolio Kevin’s Blog Life Planning Wealth Management Wealth Transfer

CDs vs. Bonds: Consider the Differences

CDs vs. Bonds: Consider the Differences

Stock Market Purgatory: How Did We End Up Here?

Stock Market Purgatory: How Did We End Up Here?

Post-Pandemic Economy: A Repeat of Post-World War II?

Post-Pandemic Economy: A Repeat of Post-World War II?

All Recessions Are Not Created Equal

All Recessions Are Not Created Equal

Family Portfolio Kevin’s Blog Wealth Management

How You Might Benefit from SECURE 2.0 Act

How You Might Benefit from SECURE 2.0 Act

Family Portfolio Kevin’s Blog Life Planning Notable News Wealth Management

Fed’s Latest Rate Hike Signals Stability

Fed’s Latest Rate Hike Signals Stability

Kevin’s Blog Notable News Wealth Management

Full-Year Economic Outlook – Recording

Full-Year Economic Outlook – Recording

Family Portfolio Kevin’s Blog Life Planning Wealth Management Wealth Transfer

Video: Mid-Year Economic Outlook 2022

Video: Mid-Year Economic Outlook 2022

Year-Round Tax Tips to Avoid an Audit

Year-Round Tax Tips to Avoid an Audit

Kevin Swanson Discusses the Impacts of Stagflation with Family Wealth Report

Kevin Swanson Discusses the Impacts of Stagflation with Family Wealth Report

Rachita Wadhwa Explains How to Avoid a Tax Audit with Investor’s Business Daily

Rachita Wadhwa Explains How to Avoid a Tax Audit with Investor’s Business Daily

Cryptocurrencies: The New Goldrush

Cryptocurrencies: The New Goldrush

Three Reasons We Are Not in a Housing Bubble

Three Reasons We Are Not in a Housing Bubble

Kevin’s Blog Life Planning

Video: Full-Year Economic Outlook

Video: Full-Year Economic Outlook

Family Portfolio Wealth Management

Three Common Living Trust Mistakes

Three Common Living Trust Mistakes

Family Portfolio Kevin’s Blog Life Planning Wealth Management Wealth Transfer

Kevin Swanson Discusses the Potential Impacts of the Russia-Ukraine Crisis on Inflation with Horsesmouth

Kevin Swanson Discusses the Potential Impacts of the Russia-Ukraine Crisis on Inflation with Horsesmouth

Investing for Inflation

Investing for Inflation

Kevin’s Blog Wealth Management

Yahoo Finance Announces Potentia’s Shift to a Fee-Based, Fiduciary Service Model

Yahoo Finance Announces Potentia’s Shift to a Fee-Based, Fiduciary Service Model

Sandy Swanson Discusses the Downside of Specialized Wealth Advisors with MarketWatch

Sandy Swanson Discusses the Downside of Specialized Wealth Advisors with MarketWatch

Kevin Swanson Discusses 2022 Real Estate Investing Opportunities with GO Banking Rates

Kevin Swanson Discusses 2022 Real Estate Investing Opportunities with GO Banking Rates

Potentia Wealth Launches to Fee-Only, Fiduciary Advisor Model

Potentia Wealth Launches to Fee-Only, Fiduciary Advisor Model

Media Wealth Management

Tax-Proofing Your Inheritance

Tax-Proofing Your Inheritance

Kevin’s Blog Life Planning Wealth Transfer

Sandy Swanson Discusses the Importance of Trust with Investor’s Business Daily

Sandy Swanson Discusses the Importance of Trust with Investor’s Business Daily

Kevin Swanson Discusses Year-End Tax Moves with U.S. News & World Report

Kevin Swanson Discusses Year-End Tax Moves with U.S. News & World Report

Sandy Swanson Discusses Money Mistakes to Avoid When Getting Divorced with Real Simple

Kevin Swanson Discusses Tax Management for Portfolios with U.S. News & World Report

Kevin Swanson Discusses Tax Management for Portfolios with U.S. News & World Report

Media Wealth Management

Kevin Swanson Discusses the Perils of Sudden Wealth at a Young Age with Financial Times

Wealth Management

Tax Planning Should Be a Year-Round Conversation

Tax Planning Should Be a Year-Round Conversation

Kevin’s Blog Wealth Management

Don’t Let Tax Law Changes Impact Your Financial Future

Don’t Let Tax Law Changes Impact Your Financial Future

Kevin’s Blog Wealth Management

Don’t Let FOMO Control Your Taxes

Don’t Let FOMO Control Your Taxes

Kevin’s Blog Wealth Management

Kevin Swanson on Yahoo Finance: What Investors Should Consider as the Debt Ceiling Deadline Approaches

Kevin Swanson on Yahoo Finance: What Investors Should Consider as the Debt Ceiling Deadline Approaches

The Faster Car

The Faster Car

Kevin’s Blog Wealth Management

What the Debt Ceiling?!?!

What the Debt Ceiling?!?!

Navigating Healthcare and Aging: Event Replay

Navigating Healthcare and Aging: Event Replay

The Sandwich Generation

The Sandwich Generation

Mid-Year Outlook Webinar Replay

Mid-Year Outlook Webinar Replay

Family Portfolio Kevin’s Blog Life Planning Wealth Management Wealth Transfer

Managing Market Twisties

Managing Market Twisties

Kevin’s Blog Wealth Management

Kevin Swanson in U.S. News & World Report: What Is an Investment Policy Statement?

Kevin Swanson in U.S. News & World Report: What Is an Investment Policy Statement?

The Happiest Place on Earth… Or Maybe Not

The Happiest Place on Earth… Or Maybe Not

Kevin Swanson in Family Wealth Report: Why Tax Increases Should Not Dictate Wealth Plans

Healthy, Wealthy & Wise: Our Top Takeaways

Healthy, Wealthy & Wise: Our Top Takeaways

Biden Signals Capital Gains Tax Hike

Biden Signals Capital Gains Tax Hike

Wealth Management

Two Essential Life Lessons for Financial Well-Being

Two Essential Life Lessons for Financial Well-Being

#ChooseToChallenge

#ChooseToChallenge

A Strategy for Giving

A Strategy for Giving

Wealth Management

Six Things Boomers Need to Do Before Transferring Wealth

Six Things Boomers Need to Do Before Transferring Wealth

Wealth Transfer

Dashed White Lines

Dashed White Lines

Wealth Management

California Just Changed the Rules

California Just Changed the Rules

Wealth Transfer

History Lesson or Something Historic?

History Lesson or Something Historic?

Wealth Management

Managing This Year’s Risks

Managing This Year’s Risks

Kevin’s Blog Wealth Management

What Is Blockchain?

What Is Blockchain?

Family Portfolio Wealth Management

What Is the Antidote to Financial FOMO?

What Is the Antidote to Financial FOMO?

Family Portfolio Life Planning Wealth Management

My 2021 Financial Resolution

My 2021 Financial Resolution

Life Planning Wealth Management

Avoiding the Stock Market Mirage

Avoiding the Stock Market Mirage

Kevin’s Blog Wealth Management

If Jerome Powell Is Worried, Should You Be Worried, Too?

If Jerome Powell Is Worried, Should You Be Worried, Too?

Life Planning Wealth Management

The Ritual of Taxes

The Ritual of Taxes

Family Portfolio Life Planning Wealth Management

Navigating Uncertainty

Navigating Uncertainty

Kevin’s Blog Life Planning Wealth Management

Reasons to Give Thanks

Reasons to Give Thanks

Life Planning Wealth Management Wealth Transfer

CONTACT OUR TEAM

Your family financial health is the goal.

The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.