by Credent Marketing | Dec 30, 2025
The start of a new year is a great time to reflect on the financial progress you’ve made. For long-term investors, especially those nearing or in retirement, achieving financial “success” doesn’t necessarily equate to outperforming an index or chasing a specific...
by Credent Marketing | Dec 12, 2025
Instead of New Year’s resolutions, at Credent, we create New Year’s outlooks, or our experts’ general expectations for the coming year, based on their insights and experiences. As the calendar turns, let’s review 2025 and set our 2026 economic outlook and market...
by Credent Marketing | Dec 11, 2025
Before we zoom out and offer a broad view of 2025 and high-level expectations for 2026, it’s wise to address recent economic data and market activity in our December market update. Here are three noteworthy developments from the past month. 1. Equity markets shifted...
by Credent Marketing | Dec 8, 2025
2025 delivered no shortage of market lessons, showing investors just how quickly the economic landscape can shift. As you approach retirement, it may be helpful to reflect on the market’s driving forces and how they impacted your portfolio. Did it stay resilient...
by Credent Marketing | Nov 26, 2025
As we head towards the end of the year, now is a great time to ensure your financial plan is still on track. Use an end-of-year financial planning checklist to see where you are and what you should do. Here are seven of the most common and important items to review...