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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

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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Debunking 3 Social Security Myths You May Believe

Debunking 3 Social Security Myths You May Believe

Myths and misinformation around Social Security claiming strategies can cause hardworking Americans to miss out on some of their benefits.   Working with an expert is one of the best ways to ensure you have the most accurate information when building your financial plan.   Here are three common Social Security myths we can debunk today:  Myth #1:...

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What are Capital Gains Taxes, and How Can You Minimize Them?

What are Capital Gains Taxes, and How Can You Minimize Them?

"Capital gains taxes" might sound like a complex financial term reserved for Wall Street tycoons, but in reality, they touch most investors and many homeowners.   Whether you're selling stocks, a piece of real estate, or that vintage baseball card collection, understanding capital gains taxes can help you make smarter decisions and keep more...

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