The Ascent with Crestmont Private Wealth - Investment Philosophy 6-20-26

In this episode of The Ascent, Sam Magee of Crestmont Private Wealth (Houston & Boerne, TX) breaks down the investment philosophy that guides every client relationship at the firm. From long-term investing and avoiding market timing, to asset liability matching and fiduciary responsibility, Sam explains the framework Crestmont uses to help clients build wealth through compounding returns — no sales pitch, just honest insight. Topics covered: What "long-term investing" actually means Why Crestmont doesn't try to time the market Asset liability matching — matching investments to future obligations Investing in quality businesses that weather market storms The fiduciary standard and why it matters How to evaluate and interview a financial advisor 📧 Contact: [email protected] Timeline: 0:00 – Introduction & About Crestmont Private Wealth 0:46 – Overview of today's topic: Investment Philosophy 1:27 – Tenet #1: Long-Term Investors (what "long-term" really means) 2:55 – Asset Liability Matching explained 3:43 – Not market timers — process over prediction 5:37 – Investing in quality businesses (Ukraine-Russia analogy) 7:15 – Compounding returns & why patience matters 8:36 – Building cohesive financial plans & portfolio construction 9:17 – The Fiduciary Standard explained 10:15 – Taxation & implementation considerations 10:35 – How to reach Crestmont & evaluating advisors 12:13 – Closing thoughts: time in the market, not timing the market Original Air Date: June 20, 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  See omnystudio.com/listener for privacy information.