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...
by Credent Wealth Management | Aug 8, 2023
Overview The economic backdrop thus far in 2023 has proven more resilient than expected. This is especially true as the consensus largely predicted that the U.S. economy would enter a recession heading into 2023 amidst a tightening monetary policy backdrop designed to...
by Credent Wealth Management | Aug 3, 2023
Receiving an inheritance can carry the weight of loss and the confusion of wondering, “What now?” If you are overwhelmed with what your loved one left behind, here are 5 next steps: 1. Recognize the loss. If you need the space to grieve, take it. Loss is always hard,...
by Credent Wealth Management | Aug 1, 2023
Someday (if you haven’t already) you will hand in your badge, hang up your hat, close your accounts, and say your goodbyes. Retirement is exciting and bittersweet, but if done right, it also requires strategic planning. We’ve compiled a handful of our best questions...
by Credent Wealth Management | Jul 11, 2023
Positioning and Outlook We remain constructive on global equity markets and favor such exposure relative to bonds. While the U.S. economy is likely to experience a mild-to-normal recession in 2024, the notion of which has been highly anticipated within equity...
