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...
by Credent Wealth Management | Apr 22, 2025
The allure of sudden wealth is enchanting. The narrative has inspired countless rags-to-riches tales, propelling ordinary individuals into the financial stratosphere overnight. However, the golden glow of prosperity often casts a shadow of financial pitfalls; the...
by Credent Wealth Management | Apr 15, 2025
Retirement is a time of life that should be filled with enjoyment, relaxation, and the freedom to pursue passions and interests. However, it’s also a time when your financial decisions become more critical than ever. Life is full of ups and downs – good days and bad,...
by Credent Wealth Management | Apr 8, 2025
After the Trump Administration announced its tariff plans on April 2, volatility has disturbed the markets, causing some investors to question their portfolios. It is easy to get overwhelmed by the down arrows, the figures in red, the dipping charts, and the negative...
