The Ascent with Crestmont Private Wealth - Quarterly Market Recap 4-11-26

Alec Walker, EVP of Financial Planning at Crestmont Private Wealth, delivers a Q1 market recap, looks ahead to Q2, and draws a fun parallel between baseball and financial planning lifecycle stages. Timeline: 0:00 – Introduction & recent episode topics 0:54 – Middle East conflict & oil prices overview 2:21 – Fed rate cut expectations & inflation impact 3:11 – Q1 equity markets: diversification benefited investors 4:13 – Small cap, international & emerging market outperformance 4:56 – Bond market & 10-year treasury yield recap 6:12 – Big picture: why markets are only down ~4% 7:18 – Q2 outlook: what to watch 7:59 – S&P 500 earnings correlation & why earnings matter 9:14 – Baseball & financial planning lifecycle analogy 10:12 – Early innings: getting started, avoiding big mistakes 11:12 – Middle innings: career changes, windfalls, college planning 12:14 – Late innings: pre-retirement, sequence of returns risk 12:58 – Ninth inning & extra innings: estate planning & longevity 13:46 – Wrap-up Original Air Date: April 11, 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.