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ARTICLES & INSIGHTS

Read all of the latest articles and insights from the Confluent team. Our team covers a wide variety of topics that impact the financial world and more importantly the outlook and effect current events have on our client’s investments.

Finance & You

Thriving, not just surviving: Your guide to U.S. economic uncertainty

The US economy has been a paradox: strong toward the end of 2024 juxtaposed against an uncertain 2025. This year has borne witness to significant growth led by a strong customer base coupled with government assistance while the future is still somewhat hazy. So, let us take a look at how the US economy is really doing?

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Case Study

Securing your golden years: A case study on balancing stability & growth in retirement portfolios

Market volatility can be quite distressing for those people who are nearing or have already reached retirement. The years of careful saving and investment often shift the frequent focus from expansion to preservation. A balance between protecting and growing the wealth accumulated is not easy to strike, and it becomes all the more vital when market volatility is high.

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Finance & You

Investing in real estate vs. stocks: Which is right for you?

The debate between real estate and stocks is a common debate when it comes to building wealth. Each has its own advantages, risks, and opportunities. But which one is aligned with your financial goals and lifestyle? Let’s break it down in simple terms and uncover what might work best for you.

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Finance & You

Must-know facts about your credit score

Credit scores are often regarded as statistical values to lenders, but they utilize this information to assist in deciding whether or not they wish to lend their funds to potential borrowers. A credit score impacts the borrowing of funds as much as it does when one is requesting a new borrow, credit card or even a phone contract. Nonetheless, there is a lot of confusion about the elements that have a bearing on its determination. Allow us to clarify that.

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