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Ep 5: Understanding Private Investments
In this episode of Wealthwise with SageSpring, Jordan McFarland, CFP® and Mac McDonald CFA break down today’s shifting economic landscape.
They examine how the Federal Reserve’s recent interest rate cuts, rising credit card delinquencies, and other economic indicators may shape investor decision-making.
The conversation highlights the growing accessibility of private investments—spanning private equity, private credit, and real estate—and why these alternatives are becoming central to diversified strategies.
Send your Q&A Questions to:
- 00:00 – Introduction and Overview
- 02:00 – Federal Reserve Interest Rate Cuts
- 07:28 – Credit Card Delinquencies and Economic Indicators
- 12:28 – Democratization of Private Investments
- 14:50 – Understanding Private vs Public Investments
- 21:02 – Exploring Private Equity
- 23:14 – The Rise of Private Credit
- 25:32 – Real Estate as an Alternative Investment
- 28:24 – Conclusion and Real-World Applications
To learn more about SageSpring Wealth Partners: www.sagespring.com
The views and opinions expressed by the presenter are not necessarily representative of SageSpring Wealth Partners LLC’s (“SageSpring’s”) views and opinions. Such views may change without notice, and SageSpring and the speaker disclaim all responsibility to update such views. We believe the information referenced, including information obtained from third-party sources, is reliable but no representation, warranty, or undertaking, expressed or implied, regarding its accuracy is made by SageSpring or any other person. While such sources are believed to be reliable, SageSpring does not assume any responsibility for the accuracy or completeness of such information. All investments involve risk, including possible loss of principal. Past performance is not a guarantee or indicator of future results, which may vary. No assurance can be given that profits will be achieved or that losses will not be incurred nor is there any guarantee that the investment objectives will be achieved. The information provided and views expressed herein do not constitute advice or a recommendation of any kind nor is it an offer to sell or a solicitation to deal in any security or financial product. This podcast is provided for informational and educational purposes only. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct. Except as otherwise indicated, the information, views, and opinions contained in this podcast are based on matters as they exist as of the date of preparation of such material and not as of the date of distribution or any future date. Such views may change without notice, and SageSpring and the speaker disclaim all responsibility to update such views. Neither SageSpring nor any individual speaker can be held responsible for any direct or incidental loss incurred by applying any of the information presented. This information is not intended to be relied upon as a forecast or research in any way and should not be solely relied upon as a forecast or research in any way and should not be relied upon when making an investment decision. It is provided with the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting, or other material considerations. The information herein is not intended to be tax or legal advice.
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By Jordan McFarland, CFP®In this episode of Wealthwise with SageSpring, Jordan McFarland, CFP® and Mac McDonald CFA break down today’s shifting economic landscape.
They examine how the Federal Reserve’s recent interest rate cuts, rising credit card delinquencies, and other economic indicators may shape investor decision-making.
The conversation highlights the growing accessibility of private investments—spanning private equity, private credit, and real estate—and why these alternatives are becoming central to diversified strategies.
Send your Q&A Questions to:
- 00:00 – Introduction and Overview
- 02:00 – Federal Reserve Interest Rate Cuts
- 07:28 – Credit Card Delinquencies and Economic Indicators
- 12:28 – Democratization of Private Investments
- 14:50 – Understanding Private vs Public Investments
- 21:02 – Exploring Private Equity
- 23:14 – The Rise of Private Credit
- 25:32 – Real Estate as an Alternative Investment
- 28:24 – Conclusion and Real-World Applications
To learn more about SageSpring Wealth Partners: www.sagespring.com
The views and opinions expressed by the presenter are not necessarily representative of SageSpring Wealth Partners LLC’s (“SageSpring’s”) views and opinions. Such views may change without notice, and SageSpring and the speaker disclaim all responsibility to update such views. We believe the information referenced, including information obtained from third-party sources, is reliable but no representation, warranty, or undertaking, expressed or implied, regarding its accuracy is made by SageSpring or any other person. While such sources are believed to be reliable, SageSpring does not assume any responsibility for the accuracy or completeness of such information. All investments involve risk, including possible loss of principal. Past performance is not a guarantee or indicator of future results, which may vary. No assurance can be given that profits will be achieved or that losses will not be incurred nor is there any guarantee that the investment objectives will be achieved. The information provided and views expressed herein do not constitute advice or a recommendation of any kind nor is it an offer to sell or a solicitation to deal in any security or financial product. This podcast is provided for informational and educational purposes only. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct. Except as otherwise indicated, the information, views, and opinions contained in this podcast are based on matters as they exist as of the date of preparation of such material and not as of the date of distribution or any future date. Such views may change without notice, and SageSpring and the speaker disclaim all responsibility to update such views. Neither SageSpring nor any individual speaker can be held responsible for any direct or incidental loss incurred by applying any of the information presented. This information is not intended to be relied upon as a forecast or research in any way and should not be solely relied upon as a forecast or research in any way and should not be relied upon when making an investment decision. It is provided with the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting, or other material considerations. The information herein is not intended to be tax or legal advice.