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
Top Financial Lessons from 2024: Credent’s Year in Review
Whether you are a long-time client committed to financial freedom or someone new to Credent and ready to take your finances seriously, we’re proud that many of you pursued financial wellness in 2024. We released a handful of articles this year to support you,...
The Path to 2025: What Investors Need to Know
Credent’s annual 2025 outlook is still to come, but investors should know a few important things as the year winds down. Below, we share our Investment Policy Committee’s insights regarding the presidential cycle, the labor market, and the most significant risk to...
Maximizing Retirement Savings with a Health Savings Account (HSA)
As retirement planning becomes increasingly complex, one vehicle is gaining attention for its potent blend of savings and tax advantages: the Health Savings Account (HSA), often dubbed the "medical IRA." This unique account stands out in the financial landscape for...