Daniel Potts

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Made in the Tri-Valley

Posted by Daniel Potts on September 11, 2017

World class wine and scientific research are what the region is known for, but there are more industries contributing to our booming economy than you might think.

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Topics: Tri-Valley Research, Company Profiles

What Does It Mean To Be A Fiduciary?

Posted by Daniel Potts on July 11, 2017

Whether you're choosing a diamond ring for your fiancé or an asset manager for your retirement accounts, chances are you'd like them to be conflict-free.

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Visiting Our Partners at Schwab

Posted by Daniel Potts on June 13, 2017

Last week, Joey and I visited our Charles Schwab service team in Phoenix, AZ. to get a firsthand look at how our client's needs are being met by our partners.

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Advantages of a DAF (Donor Advised Fund)

Posted by Daniel Potts on June 2, 2017

Looking for a vehicle to offload your appreciated assets without paying capital gains taxes? How about one that satisfies your desire to help those in need? A Donor Advised Fund may be the best option for you.

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Topics: Estate Planning, Charitable Giving, Tax Planning

A Brief History of Mirador

Posted by Daniel Potts on May 11, 2017

You might be wondering. What does Mirador mean anyway?

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Topics: History, Active Management

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