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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
Two Underused Tax-Optimization Strategies for Retirees
For most retirees, their financial focus is to ensure they have a reliable income and can still afford the things that matter to them. Outside of paying taxes each April, they may not consider how to lower the amount they owe the IRS. As such, many retirees underuse two tax-optimization strategies that can meaningfully impact their after-tax...
U.S. Stock Market Reaction to the Iranian Strikes: March 2026 Market Recap
Over the past few weeks, the conflict with Iran has influenced oil prices, inflation expectations, and the stock market’s flight to safety. While some developments may feel abrupt or concerning, markets are adjusting and responding, not unraveling. Here is a view of recent economic and market shifts, the U.S. stock market reaction to the Iranian...
What To Do When Familiar Portfolio Security Stops Working
Some investors rely on misguided or outdated methods of building portfolio “security”: Holding cash to time the market. Relying on bonds and certificates of deposit for stability. Assuming gold is an inflation hedge. Sticking only to investments that have performed well in the past (even if the economy and market have changed). People...
February 2026 Market Recap: February Stock Market Insights
In their 2026 outlook, our Investment Management Team anticipated there would be downside in broad equity markets while the average stock gained value, reassuring clients that they were positioning Credent to take advantage of continued market shifts. These expectations took shape with the market broadening in January. How did February stock...
Holding Cash During Inflation: The Tradeoff Many Investors Overlook
When inflation persists, keeping more cash in savings and waiting for the right time to invest can feel like a smart decision. Your account balance stays stable. You have liquidity if you need it. There’s no volatility to navigate. For many thoughtful investors, that sense of control is intentional. Especially as priorities shift from growing...
January 2026 Market Recap | Broadening Market Opportunities & Economic Outlook
As we move into 2026, January delivered several important signals for both capital markets and the broader economy. In this month’s market recap, we focus on two major themes: the broadening of market performance and continued evidence of a soft-landing economic environment. Together, these dynamics are shaping how we think about diversification,...
Credent Market Update — January 2026
January’s market performance is off to a constructive start, with broader participation across stocks supporting a favorable, equity‑tilted outlook for 2026 grounded in long‑term financial planning rather than short‑term forecasts. The narrative is shifting away from a narrow group of mega‑cap, artificial‑intelligence‑focused technology names...
Your 2026 Financial Success Metrics: Key Performance Indicators That Matter
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 return number. The financial performance indicators that matter most are the ones...
Credent’s 2026 Economic Outlook & Market Expectations
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 expectations. Per tradition, our Investment Management team set Credent's outlook...
Credent Market Update — December 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. As discussed in our November market update, there is momentum behind AI, but chasing performance is...