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Insights

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


The Sandwich Generation

The Sandwich Generation

Kevin’s Blog
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?

Media
The Happiest Place on Earth… Or Maybe Not

The Happiest Place on Earth… Or Maybe Not

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

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

Media
Healthy, Wealthy & Wise: Our Top Takeaways

Healthy, Wealthy & Wise: Our Top Takeaways

Life Planning
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

Kevin’s Blog
#ChooseToChallenge

#ChooseToChallenge

Kevin’s Blog
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

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