by Credent Wealth Management | May 23, 2025
As you approach retirement, you might do some precautionary math: if inflation runs at an elevated 4% and you’re spending $80,000 now, you’ll need $118,000 in ten years to maintain the same lifestyle. That feels like a scary number. But here’s what...
by Credent Wealth Management | May 20, 2025
What does it look like to use investing as a form of inflation protection? Here are three things to remember when it comes to inflation and your asset allocation: 1. The assumed safety of a bond buffer can be misleading When thinking about how their portfolio will...
by Credent Wealth Management | May 13, 2025
For hardworking Americans approaching retirement, inflation can feel like a direct threat to the lifestyles they’ve worked so hard to build. Helping clients navigate inflationary periods while maintaining their standards of living without financial worry is...
by Credent Wealth Management | May 6, 2025
The path to retirement can seem daunting, with the end goal appearing distant and difficult to reach. According to the Federal Reserve report on the Economic Well-Being of US Households in 2023, “The share of non-retirees who thought their retirement saving was on...
by Credent Wealth Management | Apr 29, 2025
Market volatility can (understandably) spark anxiety, but seasoned investors and financial professionals recognize these moments as opportunities to manage taxes strategically. One such strategy is tax-loss harvesting — a tactic designed to reduce your taxable income...
