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Justin and Mena tackle the swirl of macro headlines — AI disruption fears, Middle East tensions, SpaceX going public, and a mission to the moon — and bring it back to what actually matters for investors: having a durable plan, staying diversified, and using money as a tool to accomplish what's most important to you.

Professional athlete residency is one of the most misunderstood and highly scrutinized areas of tax planning. Done correctly, a change in residency can produce significant tax savings; done incorrectly, it can result in audits, penalties, interest, and unintended tax liabilities. Residency planning must be thoughtful, thorough, and documented. States are no longer persuaded by simply obtaining a driver’s license or using a new mailing address.

Trump Accounts are a newly authorized, federally supported savings vehicle designed to provide long-term investment funding for children beginning at birth. While early discussion has focused on the headline benefit of government-seeded funding, the real planning impact comes from how these accounts interact with tax rules, gifting strategy, and broader estate planning.

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna tackle one of the most debated questions in investing: should you get more aggressive when markets decline?

Join AWM’s Chief Investment Officer, Justin Dyer, and Portfolio Manager, Mena Hanna, as they tackle the challenges of investing during periods of global volatility. In this episode, they break down how to build portfolios that withstand turbulent markets, challenge the risks of cookie-cutter strategies, and share the disciplined approach behind the 100-year family philosophy. Listeners will gain practical insights on safeguarding wealth, the impact of diversification, and why precision matters when protecting your family’s financial future. This is a playbook for anyone seeking peace of mind and staying power through all seasons of the market.

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the current wave of global market volatility, exploring what’s driving disruption from oil shocks to geopolitical conflict. They explain how to filter out the daily headlines, categorize market shifts, and focus on the timeless principles behind long-term investing. With practical wisdom and clear analogies, Justin and Mena deliver a coach’s perspective on why patience, discipline, and understanding short-term noise are essential to building a flourishing legacy. Tune in for clarity and confidence in navigating uncertain times—and learn how to play the long game in family wealth.

Six yes/no questions every MLB player should answer before spring training ends — covering housing liability, taxes, 401(k)s, lockout planning, and cash flow. If you hit "no" on any of them, your Family Operating System has a gap. It's time to call AWM.

Join host Aaron Goldberg as he sits down with Dr. Sean Drake, a leading expert in athlete performance and nervous system optimization, for an unfiltered conversation on building resilience far beyond the golf course. Dr. Drake shares his personal journey through adversity, reveals why recovery is about more than just physical modalities, and explains how emotional well-being shapes elite athletic performance. This episode offers candid stories, practical strategies, and actionable insights for anyone looking to elevate their mental and physical game. Whether you're a touring pro or passionate about personal growth, you’ll find fresh perspective in this honest exploration of what it really takes to thrive at the highest level.

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the recent market reaction to turmoil in the Middle East and what it means for investors. They examine how headline news rarely tells the whole story, why different market sectors respond in unexpected ways, and the pitfalls of chasing the latest trend. With practical advice grounded in experience, Justin and Mena explain the importance of staying committed to a disciplined plan—even when emotions run high. Tune in for actionable insights on navigating volatility, building resilience, and making smart decisions amid uncertainty.