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Category:
Investment Management
Credent Market Update — December 2025
December 11, 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…
The Tax-Smart Investor’s Year-End Portfolio Review
November 25, 2025
As the year winds down, many are busy with holiday travel, family gatherings, gift lists, and the general whirlwind of…
Our December 2024 Equity Market Forecast
November 19, 2025
With the election in the rearview, markets and investors are evaluating what’s on the horizon, making equity market forecasts for the rest…
Credent Market Update — November 2025
November 18, 2025
Between the government shutdown, volatility, AI momentum, and the forthcoming end of 2025, this month provides an intriguing backdrop for…
6 Headlines & How They’re Shaping Our Q4 Market Outlook
October 21, 2025
Trade tensions, renewed geopolitical negotiations, mixed signals from the banking sector, and the U.S. government shutdown are creating noise around…
What to Know After the Fed Rate Cut Announcement
September 23, 2025
A week ago, the Federal Reserve cut interest rates by 0.25%, as expected. What should investors know after this Fed rate cut…
Is a Fed Interest Rate Cut Coming Soon?
August 19, 2025
Year-to-date, the Federal Reserve has maintained interest rates at current levels, despite political pressure to lower them. Is a rate cut coming…
Revisiting Our 2025 Economic & Market Outlook
June 24, 2025
Every January, we commence the new year with a rough sketch of the 12-month horizon, including the market and economic indicators…
How to Deal with Market Volatility in Retirement
April 15, 2025
Retirement is a time of life that should be filled with enjoyment, relaxation, and the freedom to pursue passions and…
Addressing Tariff-Induced Market Volatility
April 8, 2025
After the Trump Administration announced its tariff plans on April 2, volatility has disturbed the markets, causing some investors to…
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