The Ascent - Alec Walker 5-2-26 episode artwork

EPISODE · May 2, 2026 · 13 MIN

The Ascent - Alec Walker 5-2-26

from The Ascent With Crestmont Private Wealth · host Sam McGee

In this episode of The Ascent with Crestmont Private Wealth, EVP of Financial Planning Alec Walker shares timely insights on navigating market volatility, the importance of staying invested, Q1 earnings results, and key estate planning considerations for 2025. Topics covered: Why selling during a market decline can be a costly mistake How missing just the top 10 trading days impacts long-term returns Early Q1 2025 earnings results and what they signal for the market The AI sector's strong performance and what to watch going forward Estate planning: what the new $15M exemption means for you How Crestmont can help you review your estate plan this summer Original Air Date: May 2, 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: 830-368-2898See omnystudio.com/listener for privacy information.

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The Ascent - Alec Walker 5-2-26

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