Why You Should Be Worried About Private Credit

Private credit markets have expanded significantly in recent years, often promoted as stable and less volatile than public investments.

However, recent redemption activity highlights an important structural feature: many private credit funds limit how quickly investors can withdraw capital. During periods of stress, this can create liquidity pressure that may affect broader financial markets.

In this video, Robert Amato explains how private credit connects to banks, why credit conditions deserve attention, and how Compass Wealth Management evaluates evolving risks using our Investment Road Signs™ framework.

Our goal is not to react to headlines, but to monitor risks carefully so clients approaching or living in retirement can maintain confidence in their financial plan.

Watch the full video to learn more.

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Disclosures

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 March 30, 2026, 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.