Insights

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

What Caregiving Can Teach Us About Living with Purpose, Patience, and Compassion

The Power of Wealthness

Why Inflation Feels Different From The Numbers You See In The News

The Power of Wealthness

How Community and Personal Values Shape a Meaningful Life

The Power of Wealthness

Business Exit Planning: How Do You Step Away from Your Business the Right Way?

The Power of Wealthness

Senior Care Planning: How to Know When an Aging Loved One Needs More Support

The Power of Wealthness

How Financial Literacy Builds Financial Confidence During Life Transitions

The Power of Wealthness

Leadership Looks Simple at First, Then Becomes More Demanding Over Time

The Power of Wealthness

From Uncertainty to Impact: Lessons from Edward Oates

The Power of Wealthness

Understanding Why Wealth Alone Does Not Create Happiness

The Power of Wealthness

Medicare Made Simple: Understanding Coverage, Costs, and IRMAA

The Power of Wealthness

Why Stress Changes the Way We Make Financial Decisions

The Power of Wealthness

What Headlines Miss About Building Portfolios That Last

The Power of Wealthness

Cryptocurrency Without the Hype: A Clearer Way to Think About Digital Assets

The Power of Wealthness

How to Approach Commercial Real Estate in a Confusing Market: A Practical Guide for Families and Investors

The Power of Wealthness

College Athletics, Money, and Meaning: How Universities Are Preparing the Next Generation

The Power of Wealthness

What Your Mortgage Strategy Says About Your Financial Plan

The Power of Wealthness

Are You Protecting Your Digital Wealth? Simple Cybersecurity Habits That Safeguard Your Finances

The Power of Wealthness

Why Every Family Needs a Dementia Plan

The Power of Wealthness

Planning for the Future? Start with Education

The Power of Wealthness

Behind the Mic: How Potentia Wealth Became a Family Office for Real Families

Notable News|Potentia’s Pulse|Wealth Management

Quarterly Investment Update: 3rd Quarter 2025

Notable News|Potentia’s Pulse|Wealth Management

Quarterly Investment Update: 2nd Quarter 2025

Potentia’s Pulse

Tariffs: The Logic Behind the Deals

Notable News|Potentia’s Pulse|Wealth Management

Quarterly Investment Update: 1st Quarter 2025

Life Planning|Potentia’s Pulse|Wealth Management

Put Your Oxygen Mask on First: Preparing for Volatility

Family Portfolio|Life Planning|Notable News|Potentia’s Pulse|Wealth Management

Quarterly Investment Update: 4th Quarter 2024

Family Portfolio|Life Planning|Potentia’s Pulse|Wealth Management|Wealth Transfer

2024 Mid-Year Economic Outlook

Family Portfolio|Potentia’s Pulse|Wealth Management

Artificial Intelligence: Just How Disruptive Will It Be?

Potentia’s Pulse

Honoring Sacrifice, Understanding Impact

Family Portfolio|Life Planning|Notable News|Potentia’s Pulse|Wealth Management|Wealth Transfer

Quarterly Investment Update: 1st Quarter 2024

Potentia’s Pulse

Discussing Politics and the Markets is Smart, Not Taboo 

Family Portfolio|Life Planning|Potentia’s Pulse|Wealth Management|Wealth Transfer

2024 Full-Year Investment Outlook

Potentia’s Pulse

Quarterly Investment Update: 4th Quarter 2023

Potentia’s Pulse

This Tax Season, Take a Team Approach

Potentia’s Pulse

Building Wealth Enables Us to Help Others

Potentia’s Pulse

No Tricks, Just Treats: How to Avoid Scams

Potentia’s Pulse

Education Savings: Gifting the Next Generation

Family Portfolio|Life Planning|Potentia’s Pulse|Wealth Management|Wealth Transfer

2023 Mid-Year Investment Outlook

Potentia’s Pulse

CDs vs. Bonds: Consider the Differences

Potentia’s Pulse

Stock Market Purgatory: How Did We End Up Here?

Potentia’s Pulse

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

Family Portfolio|Potentia’s Pulse|Wealth Management

All Recessions Are Not Created Equal

Family Portfolio|Life Planning|Notable News|Potentia’s Pulse|Wealth Management

How You Might Benefit from SECURE 2.0 Act

Notable News|Potentia’s Pulse|Wealth Management

Fed’s Latest Rate Hike Signals Stability

Family Portfolio|Life Planning|Potentia’s Pulse|Wealth Management|Wealth Transfer

Full-Year Economic Outlook – Recording

Potentia’s Pulse

Video: Mid-Year Economic Outlook 2022

Potentia’s Pulse

Year-Round Tax Tips to Avoid an Audit

Media

Kevin Swanson Discusses the Impacts of Stagflation with Family Wealth Report

Media

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

Potentia’s Pulse

Cryptocurrencies: The New Goldrush

Life Planning|Potentia’s Pulse

Three Reasons We Are Not in a Housing Bubble

Family Portfolio|Wealth Management

Video: Full-Year Economic Outlook

Family Portfolio|Life Planning|Potentia’s Pulse|Wealth Management|Wealth Transfer

Three Common Living Trust Mistakes

Media

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

Potentia’s Pulse|Wealth Management

Investing for Inflation

Media

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

Media

Sandy Swanson Discusses the Downside of Specialized Wealth Advisors with MarketWatch

Media

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

Media|Wealth Management

Potentia Wealth Launches to Fee-Only, Fiduciary Advisor Model

Life Planning|Potentia’s Pulse|Wealth Transfer

Tax-Proofing Your Inheritance

Media

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

Do I need an investment policy statement?
Media

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

San Jose wealth advisors offers advice on common divorce money mistakes to Real Simple
Media

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

Do I need an investment policy statement?
Media|Wealth Management

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

Kevin Swanson discusses the solutions to sudden wealth a young age with financial times
Wealth Management

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

Potentia’s Pulse|Wealth Management

Tax Planning Should Be a Year-Round Conversation

Potentia’s Pulse|Wealth Management

Don’t Let Tax Law Changes Impact Your Financial Future

Potentia’s Pulse|Wealth Management

Don’t Let FOMO Control Your Taxes

Potentia’s Pulse

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

Potentia’s Pulse|Wealth Management

The Faster Car

Potentia’s Pulse

What the Debt Ceiling?!?!

Life Planning

Navigating Healthcare and Aging: Event Replay

Potentia’s Pulse

The Sandwich Generation

Family Portfolio|Life Planning|Potentia’s Pulse|Wealth Management|Wealth Transfer

Mid-Year Outlook Webinar Replay

Potentia’s Pulse|Wealth Management

Managing Market Twisties

Do I need an investment policy statement?
Media

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

Potentia’s Pulse

The Happiest Place on Earth… Or Maybe Not

San Jose Wealth Advisor explains why tax increases should not dictate wealth plans
Media

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

Life Planning

Healthy, Wealthy & Wise: Our Top Takeaways

Illustration of two people running with money under the cloud of tax hike
Wealth Management

Biden Signals Capital Gains Tax Hike

Image of a board game
Potentia’s Pulse

Two Essential Life Lessons for Financial Well-Being

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Potentia’s Pulse

#ChooseToChallenge

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Wealth Management

A Strategy for Giving

Illustration of family tree symbol with colorful people.
Wealth Transfer

Six Things Boomers Need to Do Before Transferring Wealth

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Wealth Management

Dashed White Lines

Illustration of house being given in exchange of money
Wealth Transfer

California Just Changed the Rules

Illustration of a confusing path ahead
Wealth Management

History Lesson or Something Historic?

Person balancing on edge of a coin
Potentia’s Pulse|Wealth Management

Managing This Year’s Risks

Abstract cubes connected together to demonstrate blockchain concept
Abstract 3D cube blockchain background concept.
Family Portfolio|Wealth Management

What Is Blockchain?

Spheres on threads with one about to strike the others into motion
What drives Financial FOMO?
Family Portfolio|Life Planning|Wealth Management

What Is the Antidote to Financial FOMO?

Image of an investor stepping into the vaccine economy demonstrated by bar graphs
Economic recovery from the pandemic may include a shift from growth stocks to value stocks.
Life Planning|Wealth Management

My 2021 Financial Resolution

Image illuminating possible mirage
Potentia’s Pulse|Wealth Management

Avoiding the Stock Market Mirage

Life Planning|Wealth Management

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

Family Portfolio|Life Planning|Wealth Management

The Ritual of Taxes

Life Planning|Potentia’s Pulse|Wealth Management

Navigating Uncertainty

Life Planning|Wealth Management|Wealth Transfer

Reasons to Give Thanks