Join Alec Walker from Crestmont Private Wealth as he discusses investing at market all-time highs and key insights from their Q1 2025 investment committee meeting. Learn why high valuations don't predict future returns, what historical data reveals about investing at market peaks, and how to navigate volatility with confidence. Discover the "red dot chart" analysis, portfolio diversification strategies beyond the Magnificent Seven, and why consumer sentiment doesn't always align with market performance.

0:00

Introduction & Podcast Overview.  Q1 Investment Committee Meeting Recap

1:20

Markets at All-Time Highs: Bull Run Since 2022 - Portfolio Rebalancing Considerations

2:13

Should You Invest at All-Time Highs?  Historical Returns After All-Time Highs vs. 20% Declines

3:49

Understanding Market Valuations - PE Ratios & Future Returns Correlation

5:20

The Coffee Analogy: Why Valuations Don't Predict Returns - Newsletter Sign-Up Information

6:30

The Red Dot Chart: Market Volatility Since 2024's 40% Swing: Why Staying Invested Matters

8:05

Expect 14% Average Annual Declines - Active Management During Volatility

8:42

The Magnificent Seven & AI Concerns - Diversification Strategy: Beyond the S&P 500

10:24

Portfolio Allocation: 23% vs. 35% in Mag Seven - Consumer Confidence in 2026

12:23

Low Confidence = 24% Average Returns - Separating Politics from Portfolio

13:10

Closing & Contact Information

📧 Subscribe to our newsletter: [email protected]

🌐 Visit: crestmontpw.com

Original Air Date: January 24, 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.