Resources
The future you want, the money to do it.
Education is a key component of our planning and investment process. Our resources provide you with an easy way to gain a deeper understanding of your finances, find practical advice about financial planning, and stay up to date with the latest market trends, no matter where you are on your financial journey.
Our Video Resources
The Latest From Our Blog
How to Create a Retirement Income Plan
You save for years, but once you leave the workforce, how do you create a retirement income plan from your savings? The financial industry and media constantly talk about the need to save for retirement. Put money into your 401(k), contribute to your individual...
Our View of 2025
Increasingly Optimistic The pace of economic growth may slow in 2025, potentially setting the stage for the next wave of secular growth. Such a headline goes against conventional wisdom on why it deserves our top optimistic spot, but the reality of a soft(er) economic...
How to Complete a January Financial Review
A financial plan unsupported by proactive reviews will become outdated and unhelpful. Around January each year, many Credent clients hear from their advisory team regarding the previous year’s performance and the coming year’s expectations. This check-in is a chance...