Blog

The future you want, the money to do it.  

Education is a key component of our planning and investment process. We share our expertise with you through our blog so that you can have a deeper understanding of your finances and the decisions surrounding them.   

The Latest From Our Blog

What to do in Retirement: The First Day, Week, Month, and Year

What to do in Retirement: The First Day, Week, Month, and Year

Retirees joke that every day is Saturday, but that doesn’t mean the transition to the golden years is easy. Without guidance or planning, it can be challenging to adjust to your new lifestyle and know what to do in retirement.   At Credent, we plan clients’ career exits every day, so we asked our advisors for insights on navigating the first day,...

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How to Use a 529 Plan: 5 First Steps, 2 Tips, and 9 FAQs

How to Use a 529 Plan: 5 First Steps, 2 Tips, and 9 FAQs

As a parent, grandparent, aunt, uncle, or friend, you’re eager to see the young people in your life succeed, and you do what you can to foster that success.   One way to give back is through a 529 plan, which helps fund a beneficiary’s educational endeavors.    If you’re interested in opening a 529 for your loved one, consider the following 5...

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Avoid These 4 Common Financial Mistakes

Avoid These 4 Common Financial Mistakes

Your financial health and trajectory are unique, and a mistake for one person could be the right decision for you. However, there are common mistakes to avoid when building a financially healthy life. Here are four to be cautious of:  Watching market fluctuations can be nerve-racking.   Unfortunately, influences in your life, whether the media or...

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5 Reasons Why Financial Planning is Important

5 Reasons Why Financial Planning is Important

A financial plan may seem like an extraneous addition to an investment portfolio, nothing more than a nice-to-have bonus. In reality, financial planning is important for building a secure future and offering unmatched clarity on your financial standing. Not everyone offers planning services, but at Credent, we believe in the powerful combination...

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2 Reasons for the Current Market Volatility

2 Reasons for the Current Market Volatility

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 two reasons for the current market volatility in mid-April 2024:  The March 2024 CPI...

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U.S. Money Market Assets

U.S. Money Market Assets

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 investors are sitting on has often provided an actionable perspective as to the...

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