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: 830-368-2898

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