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Daniel Potts

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Recent Posts

Bishop Ranch - From the Ground Up

Posted by Daniel Potts on November 8, 2018

Forty years ago, if you drove by Bishop Ranch on Highway 680, you wouldn't be able to exit at Bollinger Canyon. Sunset Development Company built that six years later and it was the first privately funded interchange in California.

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Topics: Tri-Valley Research

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: Company Profiles, Tri-Valley Research

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, Personal Finance

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: Active Management, History

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