Join Sam McGee, CEO of Crestmont Private Wealth, and Alec Walker, CFP, as they dive into behavioral finance biases, risk tolerance, and the challenges of investing during a market high. They discuss common investor biases like loss aversion, anchoring, and the illusion of control, and share historical data on market performance after all-time highs. The conversation also covers strategies for managing risk, the importance of understanding your own risk tolerance, and how working with an advisor can help you stay on track during volatile times.   00:00 – Introduction: Meet Sam McGee & Alec Walker 00:32 – Are we in a bubble? AI, market highs, and current events 01:14 – Behavioral finance: Loss aversion explained 02:46 – Anchoring bias and market highs 03:45 – The illusion of control in investing 04:48 – Historical data: S&P 500 after all-time highs 06:09 – Comparing today’s market to the dot-com bubble 07:19 – The unpredictability of market cycles 08:25 – Advice for investors: Timing the market vs. staying invested 09:25 – Understanding risk tolerance and risk willingness 10:30 – How to calibrate your portfolio for volatility 11:30 – Real client stories: Managing emotions and sticking to the plan 12:30 – The value of an advisor in behavioral coaching 13:30 – Analogies: Baseball, mountain biking, and investing 14:30 – Closing thoughts & how to contact Alec   Original Air Date: November 15, 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.

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