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.

Crypto Ownership Thumbnail
Finance & Technology

How Many People Are Invested in Crypto in 2026: Key Global Adoption Numbers & Trends

How Many People Are Invested in Crypto in 2026 Key Global Adoption Numbers & Trends Cryptocurrency adoption has moved well beyond early‑stage enthusiasts into mainstream global finance, with hundreds of millions of people now investing, holding, or using digital assets. Journalists, analysts, and content creators frequently reference reliable data when

Read More »
Staying Strong in face of volatility
Finance & You

The Value of Staying Strong in the Face of Market Volatility

Market volatility is nothing new, but when uncertainty dominates headlines, it can feel different. Inflation concerns, interest rate changes, geopolitical tension, election cycles, and economic slowdowns often create sharp market swings that test even experienced investors. During times like these, the real advantage isn’t predicting the next move, it’s staying disciplined.

Read More »
filing taxes
Finance & You

Top 5 Things Investors Need to Consider Before Filing Their Taxes This Year

Tax season isn’t just about plugging numbers into software and hitting “submit.” For investors, filing taxes is a strategic opportunity to reduce future tax bills, improve portfolio efficiency, and avoid costly mistakes. Whether you actively trade, hold long-term investments, or generate income from dividends and interest, understanding how taxes impact your investments is critical. Before you file your taxes this year, here are five key investment-related tax considerations every investor should review.

Read More »
Stock Concentration
Finance & You

What Percentage Is Too Much for One Stock in Your Portfolio?

One of the most common, and costly, mistakes investors make is allowing a single stock or company to dominate their portfolio. Concentration can feel rewarding when a stock is performing well, but over time it introduces unnecessary risk that can derail long-term financial goals.

Read More »

Never miss a thing...
Join our mailing list