In this episode of The Ascent, Sam McGee, CEO of Crestmont Private Wealth, discusses the importance of long-term investing and maintaining perspective during market volatility. Drawing on historical examples like tariffs, bear and bull markets, the 2008 financial crisis, and the COVID-19 downturn, Sam explains why staying invested and managing emotions is crucial for financial success. The episode also covers behavioral finance, the value of diversification, and practical advice for weathering market corrections. For more resources or to get a copy of the referenced deck, contact info@crestmontpw.com.

00:00 – Introduction: Meet Sam McGee and Crestmont Private Wealth
00:31 – Reference to the investment deck and how to get a copy
00:59 – Investing as a long-term game vs. speculation
01:49 – Risks of investing and the importance of perspective
02:16 – The impact of news headlines and market volatility
02:45 – Example: 2002 steel tariffs and market resilience
04:22 – 2018 US-China tariffs and market response
05:05 – Lessons from market history: bull and bear markets since 1950
06:47 – The value of staying invested through recessions and downturns
07:23 – The 2008 financial crisis: panic vs. patience
07:55 – The COVID-19 crash and V-shaped recovery
09:12 – Emotional decisions and the cost of panic selling
10:06 – Diversification and building a robust financial plan
10:32 – Market corrections: why they’re loud, and recoveries are quiet
11:21 – The importance of being prepared for the unexpected
12:31 – Recap: behavioral finance, history, and staying the course
13:03 – Final thoughts, how to contact Crestmont Private Wealth, and closing remarks

 


Original Air Date: August 16, 2025 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

In this episode of The Ascent, Sam McGee, CEO of Crestmont Private Wealth, discusses the importance of long-term investing and maintaining perspective during market volatility. Drawing on historical examples like tariffs, bear and bull markets, the 2008 financial crisis, and the COVID-19 downturn, Sam explains why staying invested and managing emotions is crucial for financial success. The episode also covers behavioral finance, the value of diversification, and practical advice for weathering market corrections. For more resources or to get a copy of the referenced deck, contact <a href="mailto:info@crestmontpw.com">info@crestmontpw.com</a>.
00:00 &ndash; Introduction: Meet Sam McGee and Crestmont Private Wealth 00:31 &ndash; Reference to the investment deck and how to get a copy 00:59 &ndash; Investing as a long-term game vs. speculation 01:49 &ndash; Risks of investing and the importance of perspective 02:16 &ndash; The impact of news headlines and market volatility 02:45 &ndash; Example: 2002 steel tariffs and market resilience 04:22 &ndash; 2018 US-China tariffs and market response 05:05 &ndash; Lessons from market history: bull and bear markets since 1950 06:47 &ndash; The value of staying invested through recessions and downturns 07:23 &ndash; The 2008 financial crisis: panic vs. patience 07:55 &ndash; The COVID-19 crash and V-shaped recovery 09:12 &ndash; Emotional decisions and the cost of panic selling 10:06 &ndash; Diversification and building a robust financial plan 10:32 &ndash; Market corrections: why they&rsquo;re loud, and recoveries are quiet 11:21 &ndash; The importance of being prepared for the unexpected 12:31 &ndash; Recap: behavioral finance, history, and staying the course 13:03 &ndash; Final thoughts, how to contact Crestmont Private Wealth, and closing remarks
&nbsp;
<ul>
<li>
Original Air Date: August 16, 2025 at 8:30am as heard on Boerne Radio 103.9FM
Contact:&nbsp;&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
</li>
</ul>

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”

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