by Credent Wealth Management | May 16, 2023
Overview The U.S. government hit its $31.4 trillion debt limit on January 19, 2023. Since then, the Department of the Treasury has been using extraordinary measures to pay its obligations. In early May, Treasury Secretary Janet Yellen told U.S. lawmakers that her...
by Credent Wealth Management | May 9, 2023
If you’re searching for an investment option that lets you strategically pay less in taxes while maintaining your equity market participation, consider direct indexing. Research suggests that there’s a good chance your current advisor does not offer direct indexing....
by Credent Wealth Management | May 2, 2023
Should you fear for your financial future? When words like “recession” make the headlines, it’s easy to believe that fear is warranted. The media wants you to constantly question: If a recession does come, is your financial plan ruined? Can you still retire on time?...
by Credent Wealth Management | May 2, 2023
Anytime we discuss finances, we should consider the tax implications of transactions throughout the year. Whether they occur through selling stocks or real estate, if you profit on a sale, that is a taxable gain, and the government wants their share. Wouldn’t it be...
by Credent Wealth Management | Apr 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 markets,...
