The Ascent with Crestmont Private Wealth - The Value Of An Advisor

In this episode of 'The Ascent', Alec Walker of Crestmont Private Wealth discusses the tangible benefits of working with a financial advisor. Alec reviews a landmark study by Vanguard, which quantifies how advisors can add up to 3% or more in net returns for clients. The episode breaks down key areas like asset allocation, investment selection, rebalancing, behavioral coaching, tax-efficient strategies, and more. Alec also shares a personal cooking tip on making a flavorful Chicken Piccata. . 00:00 Introduction and Disclaimers 00:28 The Value of an Advisor: An Overview 00:56 Vanguard Study on Advisor Value 02:18 Key Areas of Advisor Value 03:14 Top Three Investment Strategies 04:52 Behavioral Coaching: A Major Value Add 06:38 Tax Efficiency and Asset Location 08:15 Total Return vs. Income Investing 08:54 Tax Loss Harvesting 09:41 Conclusion and Contact Information 10:20 Cooking Tip: Lemony Chicken Piccata   Original Air Date: July 19, 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  See omnystudio.com/listener for privacy information.