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Credent Wealth
Credent Market Update — December 2025
December 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…
Credent Wealth Management Expands Partnership with Crestline Investors to Support Next Phase of Growth
December 9, 2025
AUBURN, Ind., Dec. 2, 2025 /PRNewswire/ -- CX Institutional, LLC d/b/a Credent Wealth Management ("Credent"), a fee-only Registered Investment Advisor headquartered in Indiana with more…
Market Lessons from 2025: What Pre-Retirees Should Apply to Their 2026 Strategy
December 8, 2025
2025 delivered no shortage of market lessons, showing investors just how quickly the economic landscape can shift. As you approach…
7 To-Dos on Your End-of-Year Financial Planning Checklist
November 26, 2025
As we head towards the end of the year, now is a great time to ensure your financial plan is still on…
The Tax-Smart Investor’s Year-End Portfolio Review
November 25, 2025
As the year winds down, many are busy with holiday travel, family gatherings, gift lists, and the general whirlwind of…
Our December 2024 Equity Market Forecast
November 19, 2025
With the election in the rearview, markets and investors are evaluating what’s on the horizon, making equity market forecasts for the rest…
Credent Market Update — November 2025
November 18, 2025
Between the government shutdown, volatility, AI momentum, and the forthcoming end of 2025, this month provides an intriguing backdrop for…
Credent Wealth Management Expands Michigan Footprint with Acquisition of TFG Advisors
November 12, 2025
AUBURN, Ind., July 9, 2025 /PRNewswire/ -- CX Institutional, LLC d/b/a Credent Wealth Management ("Credent"), a fee-only RIA headquartered in…
David Hefty featured on The Connected Advisor podcast: The Growth Strategy Behind a $3B Succession-Ready Firm
November 12, 2025
Credent CEO David Hefty joins Kyle Van Pelt to break down the real succession challenge, post-acquisition growth strategies, and why…
The RIA Edge Podcast Welcomes David Hefty to Discuss “Building Out the ‘Anti-Aggregator’ RIA”
November 12, 2025
CEO David Hefty joins WealthManagement.com’s David Armstrong to discuss Credent's growth story. In this episode, David shares: - Why we…
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