Join Alec Walker from Crestmont Private Wealth as he discusses investing at market all-time highs and key insights from their Q1 2025 investment committee meeting. Learn why high valuations don't predict future returns, what historical data reveals about investing at market peaks, and how to navigate volatility with confidence. Discover the "red dot chart" analysis, portfolio diversification strategies beyond the Magnificent Seven, and why consumer sentiment doesn't always align with market performance.

0:00

Introduction & Podcast Overview.  Q1 Investment Committee Meeting Recap

1:20

Markets at All-Time Highs: Bull Run Since 2022 - Portfolio Rebalancing Considerations

2:13

Should You Invest at All-Time Highs?  Historical Returns After All-Time Highs vs. 20% Declines

3:49

Understanding Market Valuations - PE Ratios & Future Returns Correlation

5:20

The Coffee Analogy: Why Valuations Don't Predict Returns - Newsletter Sign-Up Information

6:30

The Red Dot Chart: Market Volatility Since 2024's 40% Swing: Why Staying Invested Matters

8:05

Expect 14% Average Annual Declines - Active Management During Volatility

8:42

The Magnificent Seven & AI Concerns - Diversification Strategy: Beyond the S&P 500

10:24

Portfolio Allocation: 23% vs. 35% in Mag Seven - Consumer Confidence in 2026

12:23

Low Confidence = 24% Average Returns - Separating Politics from Portfolio

13:10

Closing & Contact Information

📧 Subscribe to our newsletter: info@crestmontpw.com

🌐 Visit: crestmontpw.com

Original Air Date: January 24, 2026 at 8:30am as heard on Boerne Radio 103.9FM

Contact:  www.crestmontpw.com 

Alec Walker in Houston:  831-280-5288 

Sam McGee in Boerne: 830-368-2898

 

Join Alec Walker from Crestmont Private Wealth as he discusses investing at market all-time highs and key insights from their Q1 2025 investment committee meeting. Learn why high valuations don't predict future returns, what historical data reveals about investing at market peaks, and how to navigate volatility with confidence. Discover the "red dot chart" analysis, portfolio diversification strategies beyond the Magnificent Seven, and why consumer sentiment doesn't always align with market performance.
0:00
Introduction &amp; Podcast Overview. &nbsp;Q1 Investment Committee Meeting Recap
1:20
Markets at All-Time Highs: Bull Run Since 2022 - Portfolio Rebalancing Considerations
2:13
Should You Invest at All-Time Highs?&nbsp; Historical Returns After All-Time Highs vs. 20% Declines
3:49
Understanding Market Valuations - PE Ratios &amp; Future Returns Correlation
5:20
The Coffee Analogy: Why Valuations Don't Predict Returns - Newsletter Sign-Up Information
6:30
The Red Dot Chart: Market Volatility Since 2024's 40% Swing: Why Staying Invested Matters
8:05
Expect 14% Average Annual Declines - Active Management During Volatility
8:42
The Magnificent Seven &amp; AI Concerns - Diversification Strategy: Beyond the S&amp;P 500
10:24
Portfolio Allocation: 23% vs. 35% in Mag Seven - Consumer Confidence in 2026
12:23
Low Confidence = 24% Average Returns - Separating Politics from Portfolio
13:10
Closing &amp; Contact Information
📧 Subscribe to our newsletter: info@crestmontpw.com
🌐 Visit: crestmontpw.com
Original Air Date: January 24, 2026 at 8:30am as heard on Boerne Radio 103.9FM
Contact:&nbsp; <a href="https://www.crestmontpw.com">www.crestmontpw.com</a>&nbsp;
Alec Walker in Houston:&nbsp; 831-280-5288&nbsp;
Sam McGee in Boerne: 830-368-2898
&nbsp;

Host:  Sam McGee, MBA, CFA

Founder/Owner of Crestmont Private Wealth.
604 S. Main St. Boerne TX 78006
(830) 368-2898
www.crestmontpw.com

Host:  Sam McGee, MBA, CFA
Founder/Owner of Crestmont Private Wealth.
<ul>
<li><a href="https://www.google.com/maps?q=604%20S.%20Main%20St.,%20Boerne,%20TX,%2078006">604 S. Main St. Boerne TX 78006</a></li>
<li><a href="tel:8303682898">(830) 368-2898</a></li>
<li><a href="http://crestmontpw.com/">www.crestmontpw.com</a></li>
</ul>

The Ascent With Crestmont Private Wealth

The Ascent with Crestmont Private Wealth 

Host: Sam McGee

Houston Office: I Riverway, Suite 470 Houston, Texas 77056

(832) 280-5288

Boerne Office: 604 South Main Boerne, Texas 78006

Office (830) 368-2898

About Sam McGee

CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER

Sam McGee is the founder and owner of Crestmont Private Wealth. As CEO, he believes that to lead well you must have a servant heart. His day-to-day role with Crestmont is to lead and learn from a group of talented professionals who have high character qualities and initiative. His vision is to steer a mission led company that changes lives through financial stewardship, engagement with clients, and fiduciary style education.

Sam has 26 years in the financial industry and is a Chartered Financial Analyst. The CFA Program is a rigorous three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, wealth planning, with an emphasis on ethics and quantitative analysis.

Sam is passionate about volunteering his time to the community. He founded the Texas Hill Country Mustang Club (501c7), is a board member for Hill Country Family Services, was appointed by the Texas Governor to the Texas Board of Professional Geoscientists, is a volunteer firefighter with the Boerne Fire Department, a trained SkyWarn Weather Spotter, and a Boerne Little League head coach, and involved with many charitable causes.

When asked what is most important to him, he said “Faith, Family, Community, & Friendships”

The Ascent with Crestmont Private Wealth 
Host: Sam McGee
Houston Office: I Riverway, Suite 470 Houston, Texas 77056
(832) 280-5288
Boerne Office: 604 South Main Boerne, Texas 78006
Office (830) 368-2898
About Sam McGee
CHIEF EXECUTIVE OFFICER &amp; CHIEF INVESTMENT OFFICER
Sam McGee is the founder and owner of Crestmont Private Wealth. As CEO, he believes that to lead well you must have a servant heart. His day-to-day role with Crestmont is to lead and learn from a group of talented professionals who have high character qualities and initiative. His vision is to steer a mission led company that changes lives through financial stewardship, engagement with clients, and fiduciary style education.
Sam has 26 years in the financial industry and is a Chartered Financial Analyst. The CFA Program is a rigorous three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, wealth planning, with an emphasis on ethics and quantitative analysis.
Sam is passionate about volunteering his time to the community. He founded the Texas Hill Country Mustang Club (501c7), is a board member for Hill Country Family Services, was appointed by the Texas Governor to the Texas Board of Professional Geoscientists, is a volunteer firefighter with the Boerne Fire Department, a trained SkyWarn Weather Spotter, and a Boerne Little League head coach, and involved with many charitable causes.
When asked what is most important to him, he said “Faith, Family, Community, &amp; Friendships”