WealthWise with SageSpring

In this episode, Jordan McFarland, CFP® and Mac McDonald, CFA break down current market predictions, the impact of AI investments, and whether today’s AI boom mirrors the dot-com bubble of the early 2000s.

They explore what’s driving valuations, how market fundamentals compare, and why many investors are showing strong conviction in long-term themes like AI and private markets.

Chapters

00:00 – Market Updates and Historical Trends

02:53 – Recent Travels and Insights from Conferences 05:36 – AI Investments and Market Dynamics

11:01 – Comparing AI Boom to the Dot-Com Bubble

20:05 – Valuations and Market Fundamentals

25:50 – Future Economic Indicators and Market Outlook

To learn more about SageSpring Wealth Partners: www.sagespring.com or email Jordan at [email protected].

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. We believe the information referenced, including information obtained from third-party sources, is reliable but no representation regarding its accuracy is made. Any indices and other financial benchmarks discussed are provided for illustrative purposes only, are unmanaged, reflect reinvestment of income and dividends and do not reflect the impact of advisory fees. Investors cannot invest directly in an index. Comparisons to indexes have limitations because indexes have volatility and other material characteristics that may differ from a particular strategy such as the types of securities being substantially different. 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.

In this episode of WealthWise with SageSpring, we sit down with Don Wenner, founder and CEO of DLP Capital, to uncover how discipline, consistency, and a growth mindset fueled his journey from restaurant server to real estate leader.

Don shares how struggle builds drive, why consistency beats intensity, and how his company’s mission to provide affordable housing is rooted in both business excellence and faith. We also dive into DLP’s Elite Execution System, goal-setting frameworks, and Don’s personal guardrails for balancing family, faith, and leadership.

To try DLP's "Compass" ➡️ https://dlpcapital.com/elite/the-tools

Don Wenner's Books ➡️ https://dlpcapital.com/elite/the-books

Chapters

00:00 — Introduction and Background of Don Wenner
03:01 — Lessons from Early Work Experience
05:49 — Forks in the Road: Career Decisions
08:27 — Mindset and Growth: Overcoming Challenges
11:25 — Daily Habits and Consistency
14:14 — The Importance of Struggle in Growth
16:53 — Overview of DLP Capital and Its Mission
19:27 — Investment Strategies and Growth Principles
21:21 — Building a Strong Organizational Culture
23:46 — The Elite Execution System Explained
26:52 — Setting Goals: BHAG and Three-Year Aim
28:07 — Prioritizing Family and Personal Values
32:29 — Guardrails for Leadership and Family
36:55 — The Eight F’s of Life
39:02 — Creating an Extraordinary Organization

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. We believe the information referenced, including information obtained from third-party sources, is reliable but no representation regarding its accuracy is made.

In this episode, Jordan McFarland and Brian Hart sit down with Elliot Gild to discuss the realities of exit planning, business valuation, and the emotional toll of selling a business. You’ll hear how business owners can increase their company’s value, avoid common pitfalls, and create lasting financial and family legacies through smart planning and tax strategies.

Chapters
00:00 – Introduction to the Conversation
02:45 – Transitioning from Medicinal Chemistry to Finance
05:28 – The Importance of Team Dynamics in Financial Advisory
08:38 – Understanding Business Owners’ Wealth Concentration
11:15 – The Risks of Delayed Exit Planning for Business Owners
15:09 – Understanding Business Valuation
16:15 – The Business Owner’s Identity
17:12 – Exit Planning as Business Strategy
19:28 – Assessing Business Value
21:20 – The Emotional Impact of Selling
22:51 – Preparing for Life After Business
25:14 – Real-Life Examples of Business Planning
28:08 – Financial Planning and Wealth Gap
31:56 – Tax Strategies for Business Owners
37:16 – Key Takeaways for Business Owners

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. We believe the information referenced, including information obtained from third-party sources, is reliable but no representation regarding its accuracy is made. Any indices and other financial benchmarks discussed are provided for illustrative purposes only, are unmanaged, reflect reinvestment of income and dividends and do not reflect the impact of advisory fees. Investors cannot invest directly in an index. Comparisons to indexes have limitations because indexes have volatility and other material characteristics that may differ from a particular strategy such as the types of securities being substantially different. 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.

In this episode of WealthWise with SageSpring, hosts Jordan McFarland and Brian Hart sit down with Aaron Vann, a Chick-fil-A owner-operator, to explore how leadership, stewardship, and faith create lasting success beyond profits.

Aaron shares his journey from pharmaceutical sales to running one of the most respected restaurant brands in America — offering lessons on building culture, hiring for heart, and leading with purpose.

From the challenges of becoming an operator to the joy of developing people, Aaron’s story is a blueprint for entrepreneurs who believe values and excellence can coexist. Whether you lead a team, manage a business, or aspire to start your own, this conversation will remind you that true wealth is built through service and stewardship.

00:00 — Welcome and Introduction to Aaron Vann
02:51 — Chick-fil-A Orders and Traditions
05:33 — Hiring for Heart: The Chick-fil-A Approach
08:24 — Aaron’s Journey: From Pharmaceuticals to Chick-fil-A
11:12 — The Transition to Ownership: A Three-Year Journey
13:54 — Active Management: The Chick-fil-A Model
16:28 — Challenges of Becoming a Chick-fil-A Operator
19:17 — Building a High-Performing Team
22:08 — Creating a Culture of Celebration
24:48 — Advice for Aspiring Entrepreneurs
27:41 — Integrating Faith into Business
30:17 — The Importance of Stewardship and Values
33:12 — Customer Experience and Satisfaction
35:55 — Team Member Growth and Development
38:22 — The Chick-fil-A Brand: Admiration and Values
41:23 — Final Thoughts and Future Aspirations

To learn more about SageSpring Wealth Partners: www.sagespring.com or send an email to [email protected]

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.

In this episode of Wealthwise with SageSpring, hosts Jordan McFarland and Brian Hart sit down with Eli Cole, Sarosh Adi, and Piran Adi — the powerhouse trio behind Hyperlink Ventures — to explore the evolving landscape of venture capital, entrepreneurship, and innovation.

They share how resilience separates great founders from the rest, why AI and technology are reshaping business efficiency, and how family business roots can influence long-term investment strategies.

Whether you’re an entrepreneur, investor, or simply fascinated by how venture capital fuels innovation, you’ll gain fresh insight into the mindset and methods that drive Hyperlink Ventures and today’s most resilient founders.

Chapters

00:00: Introduction to Hyperlink Ventures
02:46: The Importance of Resiliency in Founders
05:24: Leveraging Family Business Experience
08:08: Navigating Personal and Professional Relationships
10:51: Lessons from a Decade in Venture Capital
13:25: Hyperlink’s Unique Supportive Capital Approach
16:30: Understanding Venture Capital vs. Public Markets
19:27: Focus Areas: AI, Software, and Cybersecurity
22:14: Raising and Deploying Fund One
24:45: Future Vision for Hyperlink Ventures
27:38: Exciting Developments in AI and Robotics

To learn more about SageSpring Wealth Partners: www.sagespring.com

The views and opinions expressed in this episode are those of the hosts and guests and do not necessarily reflect the views of SageSpring Wealth Partners or its affiliates. SageSpring Wealth Partners and its representatives have no formal affiliation or business relationship with Hyperlink Ventures or any of the venture capital firms discussed. This content is provided for informational and educational purposes only and should not be construed as investment, legal, or tax advice. Listeners should consult their own financial professionals before making any investment decisions.

Any references to specific investments, strategies, or firms are for illustrative purposes only and do not constitute an endorsement or recommendation. Venture capital and private investments carry significant risks, including the potential loss of principal, and are not suitable for all investors. Listeners should consult their own professional advisors before making any financial decisions.

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. 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.

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:

[email protected]

• 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.

In episode 4 of WealthWise with SageSpring, Jordan McFarland and Brian Hart break down how to consider building your investment accounts with taxes in mind.

They explain why asset location is just as important as asset allocation, and how different accounts—like Roth IRAs, Traditional IRAs, HSAs, 529 plans, and non-retirement accounts—can be used to minimize taxes and maximize long-term growth.

00:00: Introduction to Wealthwise and Tax Strategies

03:38: Understanding Asset Location vs. Allocation

06:20: Common Myths in Investment Accounts

09:01: Retirement Accounts: Traditional vs. Roth

11:47: The Importance of Tax Diversification

14:53: Exploring Non-Retirement Accounts

17:43: Specialty Accounts: HSAs and 529 Plans

20:32: Closing Thoughts on Tax Strategies and Diversification

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. Opinions and commentary do not take into account the investment objectives or financial situation of any particular investor or class of investors. Investors will need to consider their own circumstances before making an investment decision.

In this episode, we sit down with Jeff Dobyns, President & Founder of SageSpring Wealth Partners, who has grown the firm from $0 to nearly $8 billion in assets under management. Jeff shares his journey from being a collegiate wrestler to becoming a visionary leader in wealth management—guided by servant leadership, mentorship, and a deep commitment to community. If you’re interested in leadership, personal growth, or what it takes to build a successful advisor-owned firm while staying true to your values—this episode is for you.

00:00 Introduction and Personal Anecdotes

02:48 Lessons from Wrestling and Coaching

05:14 Family Values and Life Lessons

08:04 Impact of Men of Valor Organization

10:36 Journey to Nashville and Career Reflections

13:29 Transition to Sage Spring Wealth Partners

14:50 The Meaning Behind SageSpring

15:56 Empowering Advisors for Success

17:56 The Importance of Advisor Ownership

20:03 Transitioning to Independence

22:37 Building a Strong Team

24:26 Balancing Leadership and Client Service

27:24 Vision for the Future

29:57 Advice to My Younger Self

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. 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. To the extent that the viewer has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact or consult with the professional advisor of their choosing. The information herein is not intended to be tax or legal advice. Opinions and commentary do not take into account the investment objectives or financial situation of any particular investor or class of investors. Investors will need to consider their own circumstances before making an investment decision. This recording is the property of SageSpring and should not be copied, distributed, published, or reproduced in whole or in part without his express written permission.

Former NFL player and SageSpring CEO Winston Justice shares his journey from football to finance. In this episode, we dive into leadership lessons from the NFL, navigating identity after sports, building relationships, and how SageSpring Private Wealth serves high-net-worth families through its family office model.

For questions, send to [email protected].

00:00: Introduction and Rapid Fire Questions

03:04: Winston's Background and Transition to Football 05:29: Lessons from Football and Team Dynamics

08:26: Identity Crisis After Sports

10:18: Transitioning to Finance and Early Career

14:12: Joining SageSpring and Company Culture

15:45: Bringing NFL Lessons to Leadership

19:12: Networking and Building Relationships

21:06: The Importance of Relationships in Networking

23:18: SageSpring Private Wealth: Mission and Model

25:23: Family Offices vs. Multi-Family Offices

27:18: Value Addition for High Net Worth Families

28:46: Case Studies: Real Impact of Family Office Services 30:08: Reflections on the First Nine Months at SageSpring 31:05: Community Engagement and Leadership

35:00: Exciting Developments and Future Aspirations

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. We believe the information referenced, including information obtained from third-party sources, is reliable but no representation regarding its accuracy is made. 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.

The markets are soaring to all-time highs on the back of the Federal Reserve meeting in Jackson Hole, but what does that really mean for investors? In this episode of WealthWise with SageSpring, Mac McDonald CFA and Jordan McFarland CFP®, break down the critical difference between the economy and the stock market, and why the Fed’s next moves on interest rates could shape everything from borrowing costs to consumer spending.

They’ll explore why inflation hovering near 3% matters, how diversification helps manage risk, and why markets often react faster than the economy itself. Plus, they’ll share insights on aligning your capital with your purpose to build sustainable, long-term wealth.

The terms hawkish and dovish are often used to describe Federal Reserve policy stances. Hawkish generally refers to a preference for higher interest rates to combat inflation, even if it slows economic growth. Dovish generally refers to a preference for lower interest rates to encourage economic growth and employment, even if it risks higher inflation.

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. We believe the information referenced, including information obtained from third-party sources, is reliable but no representation regarding its accuracy is made.

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. The information herein is not intended to be tax or legal advice. Opinions and commentary do not take into account the investment objectives or financial situation of any particular investor or class of investors. Investors will need to consider their own circumstances before making an investment decision. This recording is the property of Jordan McFarland and should not be copied, distributed, published, or reproduced in whole or in part without his express written permission.