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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.
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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A financial plan unsupported by proactive reviews will become outdated and unhelpful.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...
Five Practical Steps to Build an Emergency Fund
In today's unpredictable world, having an emergency fund is not just a financial recommendation — it's a necessity. Unexpected expenses, whether from a medical emergency, sudden unemployment, or urgent home repairs, can create significant financial stress. An...