Potentia Wealth

11/06/2025

We’re live! 🎧 The Power of Wealthness Podcast shares educational conversations about aligning financial choices with your values.

Follow now → https://bit.ly/4hLKTqE

11/05/2025

Each episode of The Power of Wealthness is designed to inform and inspire practical next steps.

New episodes coming soon.

Subscribe now → https://bit.ly/4hLKTqE

11/03/2025

Something new is coming! The Power of Wealthness is a podcast that explores security, freedom, and fulfillment through a financial lens.

Follow for updates → https://bit.ly/4hLKTqE

12/20/2023

Let’s face it, no one enjoys paying taxes. In fact, people go to great lengths to find the “right” CPA so they don’t pay more in taxes than absolutely necessary. But what many people don’t realize is that the best tax strategies are built over time through the ongoing collaboration of a CPA, a financial advisor, and sometimes an attorney.

Let’s explore the benefits of building a cohesive tax team, while also considering three tax-preparation tips and important year-end tax deadlines.

Let’s face it, no one enjoys paying taxes. In fact, people go to great lengths to find the “right” CPA so they don’t pay more in taxes than absolutely necessary....

11/28/2023

Giving Back on Giving Tuesday

This holiday season, Potentia is proud to partner with Family Giving Tree, a Bay Area nonprofit that bridges those who can give with those in need of educational support, gifts, and volunteerism. The impact of a wished-for gift can lift a family’s spirits and allow them to create holiday memories and celebrate the season.

Our goal this year is to provide gifts to 100 kids, seniors, and individuals with special needs. With your help, we can achieve this goal together.

Ways to Fulfill a Wish:
Physical Drive: visit our office to choose a wish card and shop for a specific gift or shop for an item from the Most Needed Gifts list.
To avoid gift envy please keep gift cost between $25 and $50.
All gifts need to be returned unwrapped to our office by Monday, December 4th. Family Giving Tree requests that gifts be returned with an individually wrapped toothbrush.

Virtual Drive: go online and fund a wish by visiting https://www.wishdrive.org/Potentia. Here, you can select to fulfill a gift for a special someone in the community without having to leave the comfort of your home. All gifts are purchased directly through Family Giving Tree. The virtual drive will be active through January 12th.

Thank you for your support!

Over 3.5 million Bay Area residents struggle to meet their financial needs leaving no room for the things that bring smiles to their faces and warm their hearts. This season you can uplift their spirits by delivering specifically wished for gifts. Something as simple as a gift lets them know that so...

10/31/2023

We often associate October’s cooler weather with beautiful leaves, football tailgating, holiday planning, and all things pumpkin. And for many children, October evokes excitement as they anticipate candy, costumes, and those three extra-special words: “Trick or treat!”

When it comes to our finances, Halloween seems like an appropriate time of the year to discuss ways to ensure we aren’t tricked by financial scams or by the promise of “treats” that are simply too good to be true.

We often associate October’s cooler weather with beautiful leaves, football tailgating, holiday planning, and all things pumpkin. And for many children, October evokes excitement as they anticipate candy, costumes, and...

09/19/2023

Families around the country are in the throes of adjusting to back-to-school activities, schedules, and homework routines. And while this season can feel busy and laborious, empty nesters are quick to remind young parents, “Enjoy this time, because high school graduation will be here before you know it.”

The advice may seem cliché, but it’s true. And given the rising costs of higher education, the message of urgency is particularly relevant when it comes to saving for college.

Whether you’re a parent, grandparent, or other relative, you have the opportunity to change a child’s future. By creating a college savings account, you’re gifting the child with choices, options, and flexibility.

Families around the country are in the throes of adjusting to back-to-school activities, schedules, and homework routines. And while this season can feel busy and laborious, empty nesters are quick...

07/18/2023

With many banks offering 4 – 5% interest rates on certificates of deposit (CDs), many investors are rushing to invest their cash reserves in CDs. Of course, the appeal is understandable, as these are the highest CD rates we’ve seen in almost 15 years. But it’s important to understand the limitations and risks of investing in CDs, as well the potential benefits of other conservative investments, such as bonds.

Read Full Article

With many banks offering 4 – 5% interest rates on certificates of deposit (CDs), many investors are rushing to invest their cash reserves in CDs. Of course, the appeal is...

06/14/2023

Back to School Means Giving Back!

Potentia is thrilled to once again team up with Family Giving Tree, a charitable organization committed to empower, uplift, and unite Bay Area students. Family Giving Tree is dedicated to putting essential, quality school supplies into the hands of our young and ambitious Bay Area scholars, and we are proud to join their efforts.

Ways to Fulfill a Wish:

Physical Drive: visit our office to choose a backpack tag and shop for all items listed. All backpacks and supplies need to be returned to our office by Friday, July 14th.

Virtual Drive: go online by visiting Potentia's dedicated virtual page at https://www.backpacksmiles.org/potentia. Here, you can select a backpack by grade level and design with age-appropriate supplies included. All backpacks are purchased directly through Family Giving Tree, allowing for contactless donations. The virtual drive will be active through September 8th.

Since 1990, Family Giving Tree has delivered over 2 million backpacks filled with school supplies to recipients who face financial hardships. Our goal this year is to provide backpacks to 25 deserving students.

With your help, we can achieve this goal!

1 in 5 school-aged children lives below the poverty line in the Bay Area. When families' budgets are strained, backpacks and school supplies become luxuries. Family Giving Tree believes every child deserves to feel the confidence of being prepared on the first day of school. With your help, we will....

04/11/2023

SECURE 2.0 Act, which was signed into law December 29, 2022, aims to help Americans save enough for a secure retirement. With almost 100 changes, the legislation is nuanced and complex. Potentia shares some areas most likely to help clients with $2 – $30 million in investable assets.

SECURE 2.0 Act, which was signed into law December 29, 2022, aims to help Americans save enough for a secure retirement. With almost 100 changes, the legislation is nuanced and...

03/24/2023

Wednesday, the Federal Reserve announced a 0.25% rate hike, bringing the federal funds rate to 5.00%. This rate hike was anticipated by the industry as the Fed continues its efforts to curb inflation. But the timing of it garnered considerable attention, given the recent uncertainty in the banking sector.

To dig deeper into a few key takeaways from the March 22 rate hike, read this month's blog.

This past Wednesday, the Federal Reserve announced a 0.25% rate hike, bringing the federal funds rate to 5.00%. This rate hike was anticipated by the industry, as the Fed continues...

02/28/2023

Despite the slowdown the U.S. economy is experiencing, a recession is not inevitable, inflation has lowered for seven consecutive months, and the international markets have rallied. Join Potentia Wealth CEO Kevin Swanson as he hosts Jack Manley from J.P. Morgan Asset Management to discuss the 2023 Investment Outlook. Manley shares his perspective on various hot topics, including the possibility of a recession; inflation and further interest rate hikes; trends in income, consumption, and employment; expectations for the fixed income, equity, and international markets; and the importance of diversification within your long-term investment strategy.

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...