by Credent Wealth Management | Aug 13, 2024
What makes a good investor? In addition to a strong knowledge of the economy and market, wisdom, patience, and an understanding of a few core principles go a long way. Here are five such principles most good investors know. 5 principles most good investors know 1....
by Credent Wealth Management | Aug 12, 2024
As you enter your “golden years,” perhaps you imagine yourself traveling, visiting grandchildren, or pursuing a favorite hobby. These are great aspirations to plan for, but unfortunately, none of us can predict the future, so it’s also wise to prepare for other...
by Credent Wealth Management | Aug 6, 2024
Equity market volatility, or the up and down fluctuation of the equity market, is normal. Recently, we’ve seen this volatility in the U.S. and across the globe. Where is this volatility coming from, and how should we respond? Here are four insights to help you...
by Credent Wealth Management | Jul 30, 2024
Approx. Reading Time: 3 min. Since it became available in 2006, many employers have added a Roth 401(k) option to their benefits packages for retirement savings. Though not required, a Roth contribution is available for most employer retirement plans in addition to...
by Credent Wealth Management | Jul 23, 2024
Approx. Reading Time: 2.5 min. A Special Needs Trust (SNT) is a crucial financial tool designed to benefit individuals who rely on needs-based public assistance. These trusts enable beneficiaries to maintain their eligibility for public benefits while receiving...
