Segment Wealth Management

The past six months have exposed a fundamental tension within evergreen private credit vehicles.

Private credit is not inherently broken, and it is not a Ponzi scheme. But structure matters, especially when liquidity expectations collide with illiquid assets.

Private Credit's Liquidity Problem: Why redemption pressure is exposing structural tensions in private credit funds - Segment Wealth Management It has not been a good past six months for private credit. Last September, several portfolio companies financed by private credit filed for bankruptcy, drawing attention to credit quality concerns and prompting investor discussion about risk concentrations and stress in loan books.

Our Senior Portfolio Manager, Ryan Farias, shares his thoughts on the outlook for artificial intelligence in 2026 and how AI impacts the investment landscape.

Check out his interview with Investing News Network below!

The Performance Chasm: Is the AI Rally Over or Just Shifting Gears? The investment landscape of 2025 will be remembered for its historic divide, where the widespread boom in artificial intelligence (AI) created a tale of two worlds in the stock market.On one side, the Magnificent 7 and specialized players like Palantir Technologies (NASDAQ:PLTR) drove massive gains....

We’re excited to share that Segment has been named one of Barron’s “Top 100 Independent Advisors” nationwide!

See the full list: https://segmentwm.com/blog/segment-ranked-among-barrons-top-100-independent-advisors/

Since 2017, we’ve been recognized among the “Top 1,200 Advisors in America,” but reaching the Top 100 is a new milestone that reflects the trust of our clients and the growth of our firm.

Over the past few years, we’ve invested in expanding our team, strengthening our technology, and building resources to better serve families with significant wealth.

Our goal is simple: to help clients achieve their ambitions today while preserving harmony and prosperity for future generations.

To our clients — thank you for your trust. To those we haven’t met yet — Are you curious about what makes Segment different?

Learn more about our philosophy and investment strategies: https://segmentwm.com/philosophy