Wall Street's Private Investment Boom: What They're Not Telling You

Private investments—such as private equity and private credit—are being marketed to investors more aggressively than ever. But why now? And is it really in your best interest?

We break down what’s driving this trend, the hidden costs, and what investors should consider before buying in.

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This material is not intended to be relied on as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of February 14, 2025, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Compass Wealth Management to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investments involve risks.