Building A Winning Plan | AWM Insights #181 AWM Insights Financial And Investment News podcast

11:46

In this latest episode of AWM Insights, we continue our exploration of building a best-in-class investment portfolio, this time by focusing on a human-centered approach. A human-centered approach moves beyond traditional benchmarks to emphasize the importance of identifying a clear purpose for investing, with money viewed as a tool—a ticket—to help you achieve your unique life goals. We also tackle the practical side, showing you how portfolios can be intentionally structured and continually adapted to support what matters most to you and your family. Key Highlights Defining a human-centered portfolio and examining why understanding your personal “why” is essential for effective investing. Using the analogy of money as a ticket, not the destination—ensuring financial decisions are grounded in your unique values and objectives. Exploring the drawbacks of comparison and media-driven trends, and how these can introduce anxiety and misalignment. Translating individual goals into actionable strategies—creating sub-portfolios or “buckets” to fund specific priorities such as children’s education or other family milestones. Stressing the importance of continuous portfolio review and adjustment to ensure that your approach remains aligned as your life evolves. For more visit awmcap.com.…

AWM Insights Financial and Investment News

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How to Create a Generational Wealth-Building Portfolio | AWM Insights #201 12:00

15 days ago12:00

12:00

Continuing our series exploring the value having a best-in-class portfolio, in this episode we tackle strategies for how to create a generational wealth-building portfolio. We break down the importance of a personalized and intentional approach to portfolio construction, emphasizing the ways in which asset allocation is similar to building a formidable sports team. This discussion is vital for those looking to safeguard their earnings and ensure enduring financial success for future generations. Key Highlights We discuss the significance of personalized portfolio strategies over cookie-cutter solutions. Explain asset allocation using sports analogies, comparing stocks, bonds, and alternative assets to football positions. Stress the importance of defense and risk management as tools to ensure portfolio longevity. Highlight diversification and rebalancing as essential elements in maintaining portfolio health. Tease the next episode's focus on human-centered portfolio construction and its relevance to unique client goals. Find out more at awmcap.com…

AWM Insights Financial and Investment News

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Why You Need to Build a Best-in-Class Portfolio | AWM Insights #200 13:31

21 days ago13:31

13:31

In this episode of AWM Insights, we kick off a mini-series on building a best-in-class investment portfolio. Justin Dyer and Mena Hanna discuss why having a structured investment plan is crucial for professional athletes and individuals looking to achieve multi-generational wealth. The conversation dives deep into the importance of a customized approach to investing, offering insights on how a well-structured portfolio can lead to financial resilience and success. Key Highlights Discussing the foundational need for a best-in-class portfolio and its alignment with life's goals. The critical role of process and planning in both investing and professional athletic pursuits. The benefits of portfolio diversification for managing market turbulence and achieving long-term goals. The impact of reacting to market noise and the importance of a disciplined investment strategy. Quotes "You always need a plan, whether you're running a marathon or managing multi-generational wealth." "Diversification and smart asset allocation are your financial warmups and cool downs, helping protect your wealth from unexpected setbacks." "The process should give you confidence and help you sleep at night by providing pause against reacting to the current market environment."…

AWM Insights Financial and Investment News

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Staying the Course: Long-Term Investing in Turbulent Times | AWM Insights #199 11:22

28 days ago11:22

11:22

In this episode of AWM Insights, we dive into the intricacies of data-driven, long-term investing amidst market volatility. Hosts Justin Dyer and Mena Hanna demystify the noise of today's markets, focusing on strategies that prioritize staying the course, supported by historical data and rigorous analysis. With insights into current market conditions and practical applications for investors, this episode offers invaluable advice for maintaining a disciplined investment approach over time. Key Highlights: A review of current market conditions and the impact of recent headlines on investor sentiment. The importance of distinguishing market noise from valuable data when making investment decisions. An explanation of data-driven investing and how it provides a framework for enduring volatility. Practical strategies such as staying invested, diversifying, and avoiding emotional reactions in turbulent times. The role of diversified portfolios in cushioning against market downturns. Quotes: "Noise is real. Noise is scary... But that is just one point in time." – Mena Hanna "Staying invested, sort of like showing up to work every single day, is one of the most impactful things you can do." – Mena Hanna…

AWM Insights Financial and Investment News

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Tariffs, Valuations & Diversification | AWM Insights #198 9:57

4 weeks ago9:57

9:57

In episode 198 of AWM Insights, we discuss the current economic landscape focusing on tariffs, valuations, and the power of diversification. AWM's Chief Investment Officer and Partner, Justin Dyer, and Portfolio Manager, Mena Hanna, explore the recent market behaviors, the Federal Reserve's insights on tariffs, and the ripple effects on companies like NVIDIA and UnitedHealthcare. Gain a deeper understanding of the fundamental investing principles crucial for navigating today's volatile markets and learn why diversification remains a key pillar in portfolio management. Key Highlights : Examination of market volatility and the impact of recent Federal Reserve testimony. Discussion on NVIDIA's adjustments related to tariff costs and resulting valuation concerns. Insights into the ongoing importance of international diversification in investment portfolios. Analysis of the market's reaction to UnitedHealthcare's disappointing earnings and guidance. Reinforcement of investing fundamentals like diversification and the inherent unpredictability of markets. Quotes : "Valuations matter, especially during times of stress." - Mena Hanna "In the short term, markets are voting machines; in the long term, they are weighing machines." - Justin Dyer "Diversification really is fundamental. It's a key pillar." - Mena Hanna…

AWM Insights Financial and Investment News

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Navigating Tariff Volatility | AWM Insights #197 8:39

5 weeks ago8:39

8:39

In this episode of AWM Insights, our hosts discuss navigating market volatility amidst tariff changes. We dive into key strategies for controlling what you can in uncertain times and explore the importance of staying invested during significant market shifts. Get insights on tax loss harvesting and its long-term value add—essential listening for those wanting to thrive in today's dynamic financial landscape. Key Highlights —Portfolio Management: Importance of controlling what you can and preparation in market volatility. —Protective Reserve Strategy: How it's protected clients during turbulent times. —Tax Loss Harvesting: Explained and why it's crucial during down markets. —Market Rally Impact: April's surge post-tariff pause and its implications. —Historical Context: S&P 500's 8th largest percentage day gain—importance of staying invested for long-term gains. —Future Outlook: Expectations of more volatility and how to manage it with disciplined strategies. Quotes —"Staying disciplined and focused on the long term is not just a mantra; it's backed by rigorous data." – Justin Dyer —"The 10 best days in the market can account for all the yearly gains—missing them could mean negative returns." – Mena Hanna…

AWM Insights Financial and Investment News

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Insights on Tariffs | AWM Insights #196 14:05

7 weeks ago14:05

14:05

In this episode of AWM Insights, the focus is on the unexpected impacts and implications of the newly imposed tariffs in global trade. Hosted by AWM's Chief Investment Officer and Partner, Justin Dyer, and Portfolio Manager, Mena Hanna, we dissect the nature of tariffs and their immediate reaction in the financial markets. The conversation pivots around how tariffs are escalating tensions with trading partners, leading to a potential trade war. The episode also provides valuable insights on maintaining investment discipline amidst market volatility and strategies for long-term financial success. Key Highlights Definition and fundamental understanding of tariffs and their role in global trade. The negative market reactions following the announcement of new US tariffs. Discussions on the potential onset of a trade war due to retaliatory tariffs from other countries. Insights into the importance of preparation and portfolio diversification during economic uncertainty. Strategies for leveraging market downturns, such as tax loss harvesting and portfolio rebalancing. The relationship between risk and reward in investment strategies, emphasizing disciplined approaches.…

AWM Insights Financial and Investment News

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Strategic Tax Planning: Maximizing Wealth Beyond Tax Season | AWM Insights #195 10:55

1 year ago10:55

10:55

Tax has a crucial role in wealth generation and preservation. Professional athletes have very complex tax situations which make tax planning a year-round endeavor, not just a one-time stop during tax filing season. The importance of integrating tax strategies with investment planning can't be stressed enough as we have seen the countless pitfalls of receiving separate tax and investment advice. Proactive strategies must be taken on, and changing the game plan to account for updates in the tax code is essential to maximize and optimize wealth. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 00:00 - Tax Planning Significance: Introduction to the importance of tax planning and filing. 00:59 - Tax Season Insights: Emphasizing year-round planning. 02:14 - Proactive Tax Strategies for Baseball Families: Projecting income and adjusting tax strategies for MLB players. 03:55 - Details on 401(k) Changes and Tax Planning: Adjusting to MLB 401(k) changes and leveraging Individual 401(k)s for tax benefits. 05:45 - The Importance of Coordinated Financial Planning: Integrating taxes with investment strategies for optimal wealth management. 06:45 - Pitfalls of Separate Tax and Investment Advice: The risks of not having integrated financial advice. 07:56 - One Net Worth, One Effective Tax Rate: The importance of considering net worth and tax rates together in financial planning. 08:41 - Client Guidance and Proactive Planning: Efforts to ensure proactive and sensitive tax planning for clients. 09:37 - Universal Relevance of Tax Planning: The applicability of tax planning strategies across professions. 10:00 - Closing and Importance of Continuous Communication: Encouraging ongoing discussions with CPAs for year-round tax planning.…

AWM Insights Financial and Investment News

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Decoding Crypto's Comeback: Navigating Blockchain, Bitcoin ETFs, and Strategies| AWM Insights #194 12:54

1 year ago12:54

12:54

Crypto has reemerged in the financial landscape with the recent rally in Bitcoin and the significant role of the SEC's approval of Bitcoin Spot ETFs. With all the hype, a cautious approach to the crypto space is prudent. This does not mean that the trend should be ignored. It’s essential to know and understand the ever-evolving investment universe. However, prioritizing investments in businesses with predictable cash flows over speculative bets on price movements is a tried and tested path to success. Venture capital and public company investments can provide exposure to innovative technologies including blockchain and even underlying crypto holdings via company assets. This approach gives you a higher probability of success in your journey for multi-generation wealth. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 00:03 - Crypto and Blockchain Resurgence: Introduction to the renewed interest in cryptocurrency. 01:04 - Bitcoin's Rally and SEC's Role: Analysis of Bitcoin's price surge and impact of Bitcoin Spot ETFs approval. 03:57 - Investing vs. Currency Use in Crypto: The distinction between investing in and using cryptocurrencies. 04:43 - Investment vs. Speculation: Exploring the concepts of investing and speculation within the crypto space. 07:11 - AWM's Approach to Crypto: The firm's strategy towards blockchain and crypto investments. 08:02 - Venture Capital and Blockchain Technology: Leveraging venture capital for exposure to blockchain innovations. 09:51 - Picks and Shovels Approach: Focusing on the underlying technologies of the crypto world. 10:37 - Summary and Investment Strategy: Emphasizing the importance of a planned approach to investing, with cautious speculation in crypto. 11:26 - Text us!…

AWM Insights Financial and Investment News

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Economic Trends and Market Insights | AWM Insights #193 12:47

1 year ago12:47

12:47

The economy and the stock market are not the same. Usually, the market has a head start and prices in future economic events. The market’s recent rally preceded the positive news that came out in terms of inflation, GDP, and employment rates. Making alternative bets has been shown to be counterproductive. Investing with a long-term mindset and avoiding market timing and speculation has been the winning gameplan, and gives investors the best odds of creating and sustaining multigenerational wealth. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 00:04 - Introduction & Market Overview: Insights into economic dynamics, and stock market basics. 01:03 - Economic Update: Analysis of inflation trends, GDP health, and employment status. 03:04 - Interest Rate Outlook: Changing forecasts, impact on markets, savings strategies. 05:18 - Stock Market Performance: Record highs in U.S. indexes, and global market trends. 06:23 - Corporate Earnings Analysis: Profitability insights, Q4 2023 earnings, company efficiency. 08:07 - IPO Trends, Market Liquidity: Reddit IPO, influence of public offerings on private investments. 09:22 - Crypto Market Trends: Bitcoin's surge, cryptocurrency speculation, investment strategies. 10:20 - Closing Advice: Long-term investing principles, avoiding market speculation. 11:26 - Text us!…

AWM Insights Financial and Investment News

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Real Estate in the Multi-Generational Wealth Formula | AWM Insights #192 11:33

1 year ago11:33

11:33

Real Estate is one of the most talked about asset classes. The allure of real estate comes from fact, fiction, and fallacy. Tax benefits, inflationary hedges, and income streams come with potential risks that are sometimes neglected, such as leverage, volatility, liquidity, and concentration. Incorporating real estate's unique advantages while considering and planning for the challenges is essential to building a well-diversified and prudent financial structure. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights: 00:00 - Intro 00:35 - Why Investors Love Real Estate? 01:14 - Real Estate in Public vs Private Markets 02:36 - The Behavioral Aspect of Real Estate Investing 04:09 - The Goal of Real Estate Investing 04:53 - Analyzing Real Estate Returns and Costs 07:34 - Benefits of Real Estate as an Asset Class 09:11 - Leverage and Real Estate Investment Strategy 10:24 - Text Us!…

AWM Insights Financial and Investment News

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Building a Winning Portfolio | AWM Insights #191 9:00

1 year ago9:00

9:00

What does it take to build a Winning Portfolio? The answer has a significant amount of overlap with how a GM would build a winning team. It starts with expertise and knowledge. You need to assemble a group that understands what winning is, what it takes to win, and how to get there. Compiling a cohesive team and continuously coaching and improving the team is needed, but also utilizing those players effectively and efficiently with a proper game strategy and playbook are the only ways to get the most out of your resources. Finally, plans and strategies must be constantly evaluated and updated for changing conditions. Building and maintaining a successful personal portfolio follows the same logical framework! Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504 -7689 to join our new AWM Insights Network. Episode Highlights 00:00 - Intro 01:01 - The "game" of investing 02:13 - Having the proper expertise, coaching, and team to win 02:57 - Developing a playbook for investing based on data and historical lessons 03:51 - The impact of missing the best days in the market 05:38 - Building your all-star investment roster 07:38 - Text Us!…

AWM Insights Financial and Investment News

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Investing Beyond Elections | AWM Insights #190 7:51

1 year ago7:51

7:51

The complexity of predicting market reactions due to events or scenarios playing out can be perfectly proved by looking at elections. There has been no statistically significant data that has shown elections swaying markets in any direction. Making investment decisions based on election results is a dangerous game to play. Long-term financial planning can create value while short-term trading strategies influenced by political events are more likely to destroy it. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 - Intro 1:42 - Complexity of Markets and Elections' Impact 3:40 - Gameplays and investments 5:08 - Long-term Investment Strategy 6:09 - Text us!…

AWM Insights Financial and Investment News

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Clarifying Misconceptions: The Real Impact of Elections on Markets | AWM Insights #189 6:22

1 year ago6:22

6:22

There are many perceived effects of presidential elections on investment strategies and markets, but the data clearly shows that there is a misconception here. Over the past 100 years, there have only been 4 election years that have had negative returns, all of which were not influenced by presidential elections. Those 4 negative years were 1932 (Great Depression), 1940 (World War II Ramping Up), 2000 (Dot com bubble), and 2008 (Great Recession). Counterintuitively, the S&P 500 typically sees an average return of 11.5% during election years, which is slightly above the average return in all years (10.3%). Instead of being a critical component, elections are merely one of many factors at play when it comes to market performance. The importance of maintaining a long-term investment strategy and preparing for potential market fluctuations underscores the need for investors to distinguish between informed decision-making and impulsive reactions to political news. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 00:00 Intro 01:21 Data on the S&P 500 returns during election years, highlighting the minor impact of elections on market performance 02:53 The principle of voting in the ballot box, not with your portfolio 03:51 Volatility is elevated leading up to elections 04:44 Text us!…

AWM Insights Financial and Investment News

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Investing Through Elections with Evidence-Based Strategies | AWM Insights #188 9:38

1 year ago9:38

9:38

Presidential elections and financial markets have a nuanced relationship. All the media coverage and speculation around elections creates a significant panic and worry that can sway investor emotions. However, the historical data does not support making investment decisions based on the election outcome. Election years have shown no signs of differing performance from normal years. Financial markets are highly complex, and even though elections are important to policy, they are a single piece in a sea of factors that impact markets. Focusing on long-term financial goals and adhering to disciplined investment principles creates far more successful opportunities and outcomes for investors when compared to playing the election guessing game. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 00:00 Intro 01:18 Discussion on the election as a significant behavioral event influencing investor emotions. 03:03 Insight into financial markets' processing of election outcomes without political bias. 04:38 Emphasis on the importance of evidence-based investing over emotional decision-making. 05:55 Historical market performance analysis showing resilience despite political changes. 07:16 Discussion on the nuanced effects of presidential policies on markets. 08:17 Conclusion and mention of future deeper dive into the episode's topic.…

AWM Insights Financial and Investment News

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Navigating Market Uncertainty and Elections in 2024| AWM Insights #187 9:37

1 year ago9:37

9:37

2023 was a year filled with surprises. It showed us how different predictions are from reality. As we kick off a year that is already starting with a lot of uncertainty and ending with a presidential election, it's critical to keep the lessons we have already learned top of mind. The key to successful outcomes is to block out the noise and focus on what matters over the long term. Market fluctuations are like the turbulence that a well-positioned portfolio can weather. It is imperative to stay disciplined, avoid emotional investment decisions, and continuously align your portfolio with personal priorities. There will be bumps along the way. Getting over the bumps and to the other side is what separates the best from the rest. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 00:03: Intro 00:38: Current market dynamics and earnings expectations. 02:19: Uncertainty around interest rates and difficulty predicting markets. 03:24: Impact of the upcoming presidential election on markets and portfolio positioning. 04:30: Prioritizing short-term goals. 05:53: Emotional investment decisions and the importance of personal priorities. 08:50: Text us!…

AWM Insights Financial and Investment News

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A Year of Surprises and Resilience | AWM Insights #186 14:06

1 year ago14:06

14:06

In 2023, financial markets displayed remarkable resilience despite countless global challenges. Contrary to the predictions of a majority of economists, a recession was averted. This year highlighted the unpredictable nature of inflation, interest rates, and ultimately, financial markets. The year’s developments and the strong performance of markets underscore the importance of adopting a long-term, systematic approach to investing, rather than making reactive decisions based on short-term market fluctuations or media reports. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Introduction and overview of 2023's financial uncertainties. 2:01 Discussion on interest rates and inflation dynamics. 3:40 The Federal Reserve's handling of the economy. 4:42 Analysis of 2023's bond and equity markets. 7:45 Impacts of global events on the markets. 8:26 The 2023 banking crisis and its effects on venture capital. 10:47 State of the private markets in 2023. 12:35 The importance of a long-term investment strategy.…

AWM Insights Financial and Investment News

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Reflecting on Your Financial Structure | AWM Insights #185 7:40

1 year ago7:40

7:40

Creating a personalized financial structure is an intricate process that isn’t a “set it and forget it” task. As our clients move through their lives, they evolve and so should their financial structure. Accommodating these updates and protecting new, important priorities is the only way to keep a portfolio relevant to a client's needs. It takes constant and clear communication to establish and reestablish a plan that will continue to position our clients in an optimal position to achieve their goals. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 1:10 Reflecting on your financial structure. 2:00 The value of refocusing and adjusting the plan due to updated circumstances. 3:23 Focusing on what you can control and evaluating the sources of news we consume. 5:26 Money is a tool, and are the right tools in your shed for your purpose? 6:35 Text us!…

AWM Insights Financial and Investment News

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Measuring Your Financial Success | AWM Insights #184 9:06

1 year ago9:06

9:06

Evaluating custom portfolios can be tricky. Unlike off-the-shelf investments, each custom portfolio is unique and tailored to an investor's family, making it hard to compare using the standard benchmarks you see every day. Private investments further complicate the process as they are valued in different ways and at different time intervals. The key to measuring success with these portfolios isn't just about how much money they make, but how well they help you reach your personal financial goals. It's more about the total progress of your financial structure, than just numbers. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 1:13 How do you evaluate and measure your financial structure and success? 3:30 Considering your unique allocation when measuring performance. 5:03 Creating a personalized benchmark for success. 7:50 Text us!…

AWM Insights Financial and Investment News

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Scheduling Your Financial Success | AWM Insights #183 7:37

1 year ago7:37

7:37

Figuring out your purpose and intention is the first step to maximizing the impact of your wealth. After your intention is established, time needs to be set aside to execute on that intention and take actions that turn the concept into reality. Figuring out what needs to be done and how it needs to happen is crucial. We work with our clients to build a game plan that is realistic to execute and advise them along the way to achieve the goal at hand with a customized set of scheduled checkpoints. The Scheduling step on the road to success needs to be interactive to evolve with our clients' changing schedules and goals. Setting up a well-thought-out plan that takes the guesswork out of achieving your goals and being able to effectively adjust for any changes gives our clients clarity into what they can accomplish and the impact they can make. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:45 Scheduling our intentions for success. 1:30 Building a game plan before the season and executing on that scheduled plan. 3:45 Constantly revisiting the scheduled plan to make sure it is in line with our client's needs. 6:50 Text us!…

AWM Insights Financial and Investment News

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Intentionally Personalizing Your Portfolio | AWM Insights #182 6:57

1 year ago6:57

6:57

Investing should be centered around you and the plan should evolve as your life develops and changes. This general concept may sound straightforward and logical, but the ideology of setting an intention for the funds in your portfolio and constantly reevaluating and adjusting them is not a common one. The simple reason for the lack of adoption is that this process is highly sophisticated. Foundations and Endowments manage their funds in this way. They have large teams dedicated to constantly finding purpose and making the updates necessary to stay on track. Our Family Offices’ human-centered approach enables families to implement the same sophisticated process as billion-dollar entities and accomplish the goals most important to them. Meaning matters, and honing in on that meaning through intentionality is the first step to properly managing multigenerational wealth. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:15 Starting with Intentionality 1:10 How we use your vision and intentionality to build a portfolio. 2:35 Your portfolios are ever evolving. 4:50 Start big when building out your vision 6:50 Text us!…

AWM Insights Financial and Investment News

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Building a Winning Plan | AWM Insights #181 7:23

1 year ago7:23

7:23

Brian Cain works with dozens of professional athletes to push them to Mental Performance Mastery. His 4-step formula transcends sports performance and actually has a direct application to managing wealth holistically. Establishing your goals and envisioning your priorities is Step 1. Creating Intention is followed by Scheduling time to do the work to get there. As time is being spent to get to the target, progress and improvement need to be measured and monitored. Finally, a reflection regarding the development needs to be made which leads to refocusing to keep charging forward. Applying this formula to your financial framework creates focus, intentionality, and accountability to take the right steps to grow your wealth. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:25 How to achieve your financial goals with the 4-step formula. 1:43 Intentions, Scheduling, Measuring, Reflecting and Refocusing 5:20 Applying the formula to your wealth and goals. 6:50 Text us!…

AWM Insights Financial and Investment News

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Giving Thanks for Progress | AWM Insights #180 9:24

2 years ago9:24

9:24

Looking back at this past year, there is more to be thankful for than just strong market performance. There have been many improvements and advancements in our industry that will impact all for the better. Our Industry continues to move away from the transactional business model. Advice and Expertise are dominating, and more businesses are putting their clients first to keep up. This, unfortunately, was not the norm. This year, our relationship with Charles Schwab expanded and enabled all of our clients to have free access to same-day Wires. Schwab also dropped their minimums for Charitable accounts, allowing more impact to be made. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:30 What are we thankful for? 2:22 How have we seen the industry evolve and what we have learned along the way? 6:30 How the lessons we have learned have impacted the advice we give. 8:50 Text us!…

AWM Insights Financial and Investment News

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Discipline and Consistency in Moving Markets | AWM Insights #179 10:40

2 years ago10:40

10:40

Markets this week have reacted very positively to easing inflation figures and dropping producer prices. The positive news has changed the sentiment of markets and rewarded investors who took on risk in their portfolios. It was a great reminder of how Equities reward investors who take on risk in their portfolios. Obviously, risks must be measured and appropriately sized, but when a strong plan is implemented and followed, investors typically reap the benefits over the long run. Wealth isn’t built in a day, but it can be lost or eroded in a very short period of time. Building a strong financial structure that protects against downturns, while also being positioned to benefit from periods of positive market performance, is a ticket to a brighter future. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 1:30 What’s going on in markets? 2:42 How shifting viewpoints move markets. 3:22 What sectors have performed well with changing sentiment? 5:57 The benefit of taking on calculated risk in your portfolio. 7:43 Predicting the future in the new year. 9:50 Text us!…

AWM Insights Financial and Investment News

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How Do Higher Interest Rates Impact Your Investments? | AWM Insights #178 11:21

2 years ago11:21

11:21

Interest rates across the board are at or near their highest levels in the last 15 years. While it's more expensive to get a mortgage nowadays, investors are benefiting from these higher rates with their investable assets. Short-term Treasuries are generating more than 5%, which is significantly higher than the rates we have seen for the last decade. It's important to remember that over the long run, Equity markets have returned more than 9% annually. Equities are riskier than bonds but have historically also had higher returns during periods of high-interest rates and have more protection against inflation. A thoughtful approach and implementation strategy are needed to ensure that funds are allocated toward the right assets to protect your goals and priorities while also optimizing your returns in the market. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:20 Using high-interest rates to your advantage 1:42 How uncommon are these high-interest rates? 3:22 How do higher interest rates affect stock performance? 4:57 The Risk and Return dynamic over long periods. 6:43 How does your financial structure impact the risks you take? 7:45 The building blocks of expected returns and how do they relate to your financial structure? 10:50 Text us!…

AWM Insights Financial and Investment News

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Taking the Guesswork out of Investing | AWM Insights #177 10:30

2 years ago10:30

10:30

Stocks and their returns are built on the uncertainty of financial markets. No one knows what tomorrow holds. Bearing that risk is compensated when things go well, and punished when they don’t. Many try to play the guessing game in hopes of only getting positive results. The data has shown that this is not possible. Trying to outsmart the market consistently doesn’t work due to the unpredictability of the world. It's been proven that trying to avoid periods of negative performance harms investors as they miss out on some of the most lucrative returns during heightened uncertainty. Investing in markets is not easy. There will be bumps on the way, but the rewards far outweigh the risks when structured appropriately. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:25 What might be a detriment to your financial structure? 2:32 What should you do when Stocks sell off? 3:02 The dangers of reacting to news. 5:57 Cutting through the nonsense and properly understanding financial vehicles. 8:50 Text us!…

AWM Insights Financial and Investment News

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Building a Thoughtful and Productive Financial Framework | AWM Insights #176 9:30

2 years ago9:30

9:30

A strong and thoughtful financial framework should be built around your life and enable you to accomplish your goals. Creating a strong connection between you and your portfolio ensures that your money is working for you specifically, and is allocated to improve your odds of success. A tailored financial framework not only reduces waste and enhances overall efficiency, but it also improves your focus as it clearly defines what should be done to get you to your destination, while steering you clear of potential pitfalls. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:25 How does your portfolio tie back to your life? 1:52 The power of discipline and compounding returns. 3:51 Building the right decision-making framework and following it. 6:49 Visualizing the benefits of having a strong process 8:50 Text us!…

AWM Insights Financial and Investment News

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The Power of Consistency and Commitment | AWM Insights #175 11:54

2 years ago11:54

11:54

World developments frequently impact financial markets and test the resolve of investors. The fear, panic, and uncertainty these events cause are exactly what creates the concept of a “risk premium.” The evidence is also very clear. Those who weather the storm have been rewarded over the long run. Consider the COVID outbreak, the Great Recession, and the Dot Com Bubble. These were all significant periods where markets moved, but the investors who didn’t panic and stayed in the market were rewarded for their perseverance. Investing is not always going to be a smooth and comfortable ride, but the destination is worth it. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 1:50 Uncertainty is unavoidable, but how can you construct your portfolio to weather the storm? 2:59 Uncertainty creates excess returns. 5:31 How hard is it to predict the future? 7:02 How market timing is a damaging strategy. 8:58 Control what you can control. 10:35 The power of diversification. 11:03 Text us!…

AWM Insights Financial and Investment News

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The Science and Art of Investing | AWM Insights #174 11:09

2 years ago11:09

11:09

Over the past 150 years, data on markets has been collected, analyzed, and an optimal investment process has been discovered. This process has been shown to reward investors over long periods. It includes taking advantage of diversification, flexibility, the efficiency of markets, and technological advancements that help markets function. Even with the rigorous, science-backed methods of investing, there is still an artistic and emotional side that can’t be ignored. The rewards of investing are founded on the principles of commitment and consistency, so managing your emotions, incorporating investments that matter to you, and being able to weather turbulence are just as important as the fundamentals. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 1:55 Diversification and reducing unrewarded risk in your portfolio 2:29 Flexibility improves purchase prices 3:15 Active management is more of a friction than a value-add 3:50 How technological advances and market forces penalize active management 6:43 The Art of Investing 8:32 Investing as a practice 10:33 Text us!…

AWM Insights Financial and Investment News

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The Multi-Dimensional Framework of a Family Office | AWM Insights #173 9:30

2 years ago9:30

9:30

Financial services and investment expertise have traditionally been scattered across many different roles with no one “Quarterbacking” the process. In the past, investors worked with brokers, accountants, private investment specialists, and other professionals individually with differing levels of knowledge and involvement. There was little to no cross-communication between these individuals, and partitioned advice ultimately hurt investors. The Family Office Framework centralizes experts and allows them to collaborate and focus on delivering the most holistic and customized advice while offering the best investment experience. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:49 The Multi-Dimensional Framework of a Family Office 3:19 Maximizing the facets of life through proper management of wealth 6:15 Looking at your wealth journey holistically 8:23 Building a healthy foundation 9:13 Text us!…

AWM Insights Financial and Investment News

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Focusing on What You Can Control | AWM Insights #172 14:33

2 years ago14:33

14:33

The news is usually saturated with events that are out of everyone’s control. This frequently triggers anxiety and panic. From Government shutdowns to predictions of financial turmoil, we are pulled into being invested in and accepting certain negative situations without looking at the bigger picture and realizing that there are actions we can take to financially prepare for an assortment of situations and outcomes. A well-diversified portfolio that is structured to meet and protect your critical priorities will shield you from the uncertainties that life and financial markets can throw your way. It’s essential to plan and prepare, instead of sitting back and predicting. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:49 How do emotions impact financial markets and investing? 4:19 The power of planning and not predicting 6:15 How being a flexible investor and consumer improves your odds for success 8:43 The power of compounding returns and efficient portfolio management 10:40 Control what you can control 12:20 Tuning out the noise and staying consistent with your investment framework and thesis 13:53 Text us!…

AWM Insights Financial and Investment News

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Finding the Right Steward for Your Wealth | AWM Insights #171 13:12

2 years ago13:12

13:12

An advisor who is independent, integrated, and can work through your individuality will increase the odds of your family’s success and help you establish multigenerational wealth. Independence, and the lack of a corporate structure that places shareholder interests above those of clients, is imperative. An advisor who is there to work for you and views your interests as being their own as a fiduciary will inherently improve the alignment of values and your investment experience. Integrating different elements of wealth strategy from Investments to Financial Planning and Taxes, enables your advisor to truly take ownership of your wealth and deliver a comprehensive experience that checks all the boxes. Lastly, the ability to understand and work with your individuality, and not just place you in a mass-produced offering, improves the odds of success based on the tailored nature of service. S, M, and L are great measurements for shirt sizes, but exponentially more complexity is needed to manage something as important as your wealth. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:41 What are the right ways to vet out advisors and get the best results and experience? 1:46 Ownership matters 4:25 The importance of finding an Advisor that Aligns their interests with yours 8:05 Why the Multi-Family office structure puts the client first and integrates all the experts you need 10:10 Independence, Integration, and Individuality 12:33 Text us!…

AWM Insights Financial and Investment News

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The Essentials of Wealth and Risk Management | AWM Insights #170 11:39

2 years ago11:39

11:39

The concept of “making it” or crossing the finish line in your Wealth journey is like the tooth fairy. It would be awesome if it existed, but it doesn’t. Preserving your wealth is a full-time job, and if done well, it’s a job that will be carried out past your lifetime. Working with a financial “Quarterback” helps your wealth grow and protects you from the unnecessary and avoidable risks that can erode your wealth. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:31 What are the risks that can destroy your wealth? 3:16 Why not all kinds of risks are bad 3:45 The importance of Estate Planning and Family Dynamics 7:05 The Importance of Liability Planning 8:25 Death and disability planning 10:00 The importance of having a financial “Quarterback” 11:33 Text us!…

AWM Insights Financial and Investment News

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Gathering, Preserving, and Expanding Your Wealth | AWM Insights #169 11:31

2 years ago11:31

11:31

The saying “defense wins championships” applies in a few ways to portfolio management. Playing good defense (keeping your opponent off the board) and taking the risk out of the important areas of your life is the foundation of the game and gives you peace of mind as an investor. A leaky or inadequate defense leads investors to fall behind, and it’s hard to catch up without taking unreasonable risks. A strong defense enables you to take mindful risks to get ahead while still managing the current game and potentially saving an arm or giving a prospect some game time for future benefit. The offense is still very important, but it’s easier for a good offense to flourish when there is very strong confidence in the defense. Our goal is to finish ahead. A dependable and robust defense with a sophisticated and intentional offense is a winning combination. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:40 How do we think about gathering, preserving, and expanding your wealth? 2:36 What are the benefits of having a custom-made portfolio? 5:45 How does a protective reserve approach allow your portfolio to take on risk to grow? 9:05 Why your net wealth is one holistic number? 11:33 Text us!…

AWM Insights Financial and Investment News

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Magnifying the Impact of Your Wealth | AWM Insights #168 12:17

2 years ago12:17

12:17

We frequently bring up the three uses of money (Spending, Saving, and Gifting) and how we help our clients expand their wealth and impact through each use. We implement a thoughtful and proactive approach to tax planning and management that helps our clients keep more dollars in their pockets. This is a year-round job and not one that can be done effectively just before Tax Day. From there, we help our clients with the money that does stay in their pocket to build an investment portfolio that achieves their goals and priorities, while expanding their wealth. We also work with our clients to identify the causes that matter most to them and leverage the gains in their portfolios to make charitable gifts while reducing their future tax liabilities. Our integrated process magnifies the wealth of our clients while protecting and achieving the priorities and goals that matter most to them. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:40 Maximizing net income to fully capture your human capital and magnify your impact 2:53 How Gifting can reduce your future tax liability 6:05 How to think about Lifestyle spending when it comes to your net wealth 8:32 Investing excess funds to expand your wealth 10:15 How do your stock investments generate passive income? 11:53 Text us!…

AWM Insights Financial and Investment News

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Keeping Investment Returns in Your Pocket | AWM Insights #167 11:48

2 years ago11:48

11:48

Being a diligent, long-term investor is a very rewarding proposition, but most investors ignore the impact that taxes can have on their investments and what they get to “take home.” Our industry is almost solely focused on total returns and fixates on specific return figures, but those numbers don’t tell you what you get to keep, which is what really matters. Ignoring this dynamic and not proactively working to reduce returns that are lost to taxes can corrode wealth and complicate your journey to building multi-generational wealth. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 1:01 What tools can we use to reduce and defer our tax liabilities? 2:33 Why are after-tax returns so relevant? 5:28 Why an integrated and multi-faceted investment and tax team is so important. 7:39 How can you tie your charitable interests with tax efficiency? 10:15 Why tax planning is a year-round responsibility. 11:13 Text us!…

AWM Insights Financial and Investment News

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How to Think About Income – The Types, Sources, and Tax Implications of Each | AWM Insights #166 8:24

2 years ago8:24

8:24

We continue our series on the Multi-generational Wealth Formula. This week, we focus on income - the most common types and sources, active versus passive income, and how they are treated differently for tax purposes. The most common source is typically called Employment Income or W2 Wages. This income comes from work you do as a formal employee of a company. Athletes are paid Employment Income from the team they play for. On the non-athlete side, founders, senior executives, and employees are typically paid their salaries this way. This income can be subject to the highest tax rates. Any off-the-field income (endorsement income, etc.) is considered self-employment income, independent contractor income, or 1099 Income. Non-athletes can earn this through consulting work or other types of independent work. It is paid as though you are your own business, which has its benefits and drawbacks. There is certainly more flexibility for tax planning but more responsibility to make sure taxes due are paid on time. The last category we discuss can be broadly thought of as investment, or passive income, and there are a few different sources – interest income, dividends, and capital gains. Rental income would also fall into this category. These income types are typically generated from an investment portfolio and the tax treatment varies widely. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:24 A quick review of what we’ve covered in the series so far 0:44 What are the different types of income & how are they taxed? 1:11 Employment income or W2 Wages 2:02 Self-employment income 3:02 Investment, or passive, income 5:47 What's the tax treatment of these sources? 7:04 Benefits of capital gains and the compounding effect 7:34 Text us!…

AWM Insights Financial and Investment News

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Maximizing Your Physical, Intellectual, & Social Capital | AWM Insights #165 8:30

2 years ago8:30

8:30

Understanding the different types of Human Capital is critical to building multi-generational wealth. The three main types are Physical, Intellectual, and Social Capital. Each plays a role in building wealth and leading a more flourishing life. Your Physical Capital is your strength, your natural talents, and your ability to stay healthy. All of which are big drivers of wealth for many of our clients. Investing in it – optimizing strength & conditioning, eating well, getting enough sleep, etc. – will pay dividends. For founders of companies, Intellectual Capital is typically their main driver of growth. Athletes can also use this to be a smarter player. Intellectual Capital is not just your academic accomplishments, rather it’s the accumulation of life experiences, formal and informal education included, and self-reflection that typically advance this form of Human Capital. Social Capital can stand on its own or be a very strong complement to both Physical and Intellectual Capital. It is not just expanding your community and network for your benefit. While that’s important, Social Capital can also be giving back to your community or causes you care about. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:35 Money is a tool to use in order to accomplish your priorities 1:16 What is Intellectual Capital, and how do people use it? 3:21 Social Capital, not just networking 4:32 Yes, you should invest in your Physical Capital! 5:15 Invest in all aspects of your Human Capital 6:05 Think about diversification and the evolution of each over time 7:43 Text us!…

AWM Insights Financial and Investment News

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Expanding and Protecting Your Sources of Wealth | AWM Insights #164 9:59

2 years ago9:59

9:59

Capitalizing on your Human Capital is essential. Capturing the three main branches of Human Capital (Physical, Intellectual, and Social Capital) in a comprehensive and tax-efficient manner is the starting point for building wealth. From there, this acquired needs to be strategically used to work for you. Warren Buffett famously said, “If you don't find a way to make money while you sleep, you will work until you die.” Establishing a plan to maximize your Human Capital and put it to work in the most effective way for you and your goals is how Multi-Generational Wealth is built, preserved, and expanded. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:55 Human Capital and the three distinct segments of it. 2:56 Maximizing your Human Capital and the importance of focusing on tax efficiency 4:09 Utilizing your capital to accomplish your goals 5:49 Setting up your portfolio to cover your priorities and expand your wealth 7:25 Syncing your portfolio with your life 9:00 Text us!…

AWM Insights Financial and Investment News

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Riding the Public Market Rollercoaster | AWM Insights #163 10:28

2 years ago10:28

10:28

Last October when Equity Markets bottomed out, there were calls to sell and warnings that market conditions would only get worse with rampant inflation and a weakening economy. With the recent positive performance of most Public Equity Markets, you may be noticing that the trend to invest and take risks is now “in” again. Markets fluctuate, and although these swings may lead to emotional responses, even on the upside, investors must tune out the noise, ride out the waves, and focus on their mission. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:41 What has happened this year and what’s to come? 3:33 Accepting volatility and not reacting to the noise. 5:25 How the wrong advice from the “experts” can impact your wealth. 6:49 Why we build portfolios for the long haul. 9:53 Text us!…

AWM Insights Financial and Investment News

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Putting Your Cash to Work | AWM Insights #162 11:26

2 years ago11:26

11:26

With short-term interest rates currently hovering above 5% and inflation remaining elevated, the proposition of holding too much cash can be a costly one. Cash gives investors security, immediate accessibility, and certainty as there are FDIC assurances that prevent total losses, but the cost of those elements is missing out on having that money work for you. Checking accounts still have very low-interest rates relative to what can be realized in the fixed-income markets, and no one gets paid to store cash under their mattress. Being intentional with cash balances and making sure your money continually works for you is a small way to continue to build and own your wealth. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:41 The Importance of Cash Management 2:42 The Behavioral element of holding cash and a protective reserve 4:40 Inflation’s Impact on Cash 6:19 Why the current interest rate market is attractive and rewarding investors that hold less cash 7:55 What about CDs? 9:53 Text us!…

AWM Insights Financial and Investment News

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How to Evaluate your Portfolio’s Performance | AWM Insights #161 11:38

2 years ago11:38

11:38

Taking the time to review your portfolio’s performance is a great exercise, but it’s important to use the right tools and methodology to carry out an accurate evaluation. It’s also critical to remember that everyone is playing a different game with different starting and ending points. This fact makes the standard returns you see online or on TV relatively important, but not the absolute target. As our portfolios are custom-made to fit each client’s priorities, no singular benchmark or data point can give you complete context on how you’re performing or doing. The most meaningful metric will always be how likely you are to accomplish your goals and priorities. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:25 How should you start thinking about your portfolio’s performance? 2:32 One index is not enough to measure your portfolio’s relative performance 3:30 Why a custom portfolio approach needs a different method of performance evaluation 5:19 What indexes do we use to compare ourselves and how do we think about the results? 7:25 Why being a long-term investor is a rewarding rollercoaster 10:13 Text us!…

AWM Insights Financial and Investment News

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The Importance of Behavioral Finance | AWM Insights #160 12:06

2 years ago12:06

12:06

Understanding, processing, and regulating emotional responses toward your investments is one of the most important skills to have in order to be a successful and diligent investor. Markets give us various inputs that lead to an array of feelings, but it is critical to process and regulate your emotional responses at all times and keep your eye on the bigger picture, which is your financial structure. Trends come and go over the years. True multigenerational wealth can be everlasting if structured and implemented properly. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 0:25 How do human emotion and behavior tie into investing? 2:45 History of the public stock market 4:22 Why the behavioral element of finance is just as important as the technical side 5:19 Why a robust understanding of markets helps investors over the long run 7:38 Being disciplined across market cycles 9:30 Managing your feelings and being diligent while looking at the bigger picture 11:00 Text us!…

AWM Insights Financial and Investment News

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Patience and Persistence in the Markets | AWM Insights #159 12:21

2 years ago12:21

12:21

The S&P 500 is up more than 20% since it hit its low last year. Market conditions have improved since then with CPI inflation coming in at 4%, and the Federal Reserve pausing rate hikes this week. There is a huge lesson to learn from the market’s short-term performance. Patience and persistence are key to any investor’s long-term well-being, and those qualities are rewarded. Markets are forward-looking, and even though conditions may have looked gloomy 8 months ago, withdrawing from the market and waiting it out on the sidelines would have led to missing out on the rally that we just witnessed. Timing markets and playing the guessing game usually leads to missing out on these great periods and causes a high level of stress and friction. Patience and persistence can save you from that! Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network. Episode Highlights 0:00 Intro 1:20 What is happening and driving markets? 3:45 Why predicting markets is a dangerous game to play 5:15 How a systematic investment approach helps you capture returns in an efficient manner 7:55 Why diversification and patience in the public and private markets reward investors 9:05 Why the guessing game is the wrong game to play 11:40 Text us!…

AWM Insights Financial and Investment News

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The Importance of Consistency and Repeatability in Venture | AWM Insights #158 11:28

2 years ago11:28