Our View of 2025

Increasingly Optimistic Economic Growth 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...

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A financial plan unsupported by proactive reviews will become outdated and unhelpful.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...

How to Make Holiday Saving and Spending Decisions

There’s a lot you can’t control this time of year.   From personal ordeals (what dish your daughter-in-law brings to Thanksgiving or how well your children get along during festivities) to professional changes (whether your company gives out holiday bonuses or updates...

How to Manage End-of-Year Financial Stress

Finances are a common culprit of stress, and even end-of-year festivities can’t shield us from this tension.   In fact, “Because the holiday season often requires us to keep track of and pay attention to a greater number of responsibilities than usual, the...