by Credent Wealth Management | Aug 12, 2024
As you enter your “golden years,” perhaps you imagine yourself traveling, visiting grandchildren, or pursuing a favorite hobby. These are great aspirations to plan for, but unfortunately, none of us can predict the future, so it’s also wise to prepare for other...
by Credent Wealth Management | Apr 23, 2024
In an interconnected world, global geopolitical events have an undeniable impact on financial markets. In fact, members of our Investment Policy Committee identified geopolitical tensions as one of the reasons for the market volatility in mid-April 2024. From...
by Credent Wealth Management | Sep 26, 2023
Some life transitions, such as a career change, are planned, while others, such as job loss, are often sudden and unexpected. One common thread running through all transitions is the insecurity of wondering if you will have enough money to get you through each phase....
by Credent Wealth Management | Aug 18, 2023
Whether they want the role or not, adult children often find themselves in the position of primary caregiver for their parents. Unfortunately, many of us are not prepared for that role. We often find ourselves so engrossed in how fast our own children are growing up...
by Credent Wealth Management | Aug 15, 2023
My wife and I are in our (very) early 70s, but we are quite active and engaged (70 is the new 50, right?) and consider ourselves financially astute. Even still, we recently suffered the hack of our personal bank accounts. While I was away on business, my wife received...
