The Essentials Of Wealth And Risk Management | AWM Insights #170 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

14 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

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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

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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

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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