by Credent Wealth Management | Apr 16, 2024
While we ended the first quarter with a fairly robust economic background (which has continued into the first month of Q2), we’ve also seen some market volatility unfold. Volatility is no cause for concern, especially if you understand the source. Here are...
by Credent Wealth Management | Apr 16, 2024
Volatility across capital markets is often a sign of cash exiting or entering a specific asset class, which can be defined as exposure to stocks, bonds, commodities, or any other investment that carries a reasonable liquidity profile. Measuring the level of cash that...
by Credent Wealth Management | Apr 9, 2024
April 15th is marked on calendars across the United States, signifying the deadline for filing income tax returns. However, tax planning is not merely about filling in boxes on forms to determine what you owe or what you’re owed by the government. It’s...
by Credent Wealth Management | Apr 2, 2024
Myths and misinformation around Social Security claiming strategies can cause hardworking Americans to miss out on some of their benefits. Working with an expert is one of the best ways to ensure you have the most accurate information when building your financial...
by Credent Wealth Management | Mar 26, 2024
“Capital gains taxes” might sound like a complex financial term reserved for Wall Street tycoons, but in reality, they touch most investors and many homeowners. Whether you’re selling stocks, a piece of real estate, or that vintage baseball card...
