AWM Insights Podcast
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AWM Insights Podcast

AWM Insights is a front row seat with our Chief Investment Officer, Justin Dyer, and Portfolio Manager, Mena Hanna, as we discuss our clients’ most pressing financial questions.

Hosted by
Brandon Averill
CEO, Senior Private Wealth Advisor
Justin Dyer
Chief Investment Officer, Partner
Erik Averill
Partner, Senior Private Wealth Advisor
Mena Hanna
Portfolio Manager
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Investing

Staying Disciplined in a Risk-On Market: Equity Rally, Crypto Speculation & Long Term Investing | AWM Insights #205

Our hosts, Justin Dyer and Mena Hanna, break down the latest equity rally, spotlight a shifting fear-to-greed cycle, and take listeners through real stories—one investor who mistimed the market and another convinced he’d outsmarted it.
June 13, 2025
Investing

What a 6% S&P Surge Teaches About Long-Term Investing

In this article we discuss how May’s 6% S&P 500 surge illustrates why market discipline wins out over prediction or news-based reaction.
June 12, 2025
Investing

S&P 500 Up 6%: Lessons in Disciplined and Diversified Investing

May delivered the S&P 500’s strongest month in three decades, catching most experts flat-footed. In this AWM Insights episode, the team unpacks why disciplined, integrated investing—not predictions or gut feelings—can set your investing apart across decades of market cycles.
June 9, 2025
Investing

The Essential Building Blocks Every Successful Portfolio Needs

In the final instalment of our AWM Insights podcast mini-series on how to build a best-in-class portfolio, we discuss the essential asset classes, or building blocks, you need for successful investing. In this blog post we will cover the importance of cash, fixed income from bonds, public equities, real estate, and private markets, and the integrated and disciplined way you should be investing in them.
June 5, 2025
Investing

Building Blocks of a Human-Centered Portfolio: From Cash to Private Markets | AWM Insights #203

In this episode we're discussing the essential asset classes you need in your investment portfolio. From cash and fixed income to public equities, real estate, and private markets, each asset earns its seat not by tradition, but by its role in stewarding your family’s mission and values.
June 2, 2025
Investing

Why Your Portfolio Should Be Driven by Purpose, Not Just Returns

A human-centered portfolio starts with asking the fundamental question: why do you invest? While making money is important, it's merely a means to an end. The true measure of investment success isn't beating a benchmark, but creating the life you want and supporting what matters most to you.
May 29, 2025
Investing

Why You Need a Human-Centered Portfolio | AWM Insights #202

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.
May 23, 2025
Investing

How to Build a Best-in-Class Portfolio

Discover how to build a portfolio with true staying power that protects your earnings, creates generational wealth, and guards against unexpected setbacks through intentional, personalized strategies.
May 22, 2025
Investing

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

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.
May 16, 2025
Investing

Why Every Savvy Investor Needs a Best-in-Class Portfolio

A disciplined approach to portfolio construction is essential for long-term wealth protection and growth. Learn the principles that help professional investors navigate market volatility and achieve their financial goals.
May 15, 2025
Investing

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

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.
May 8, 2025
100-Year Family

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

In this episode of AWM Insights, we dive into the intricacies of data-driven, long-term investing amidst market volatility.
May 2, 2025
Investing

Tariffs, valuations, and diversification: Insights for savvy investors

Discover key insights into market trends, the impact of tariffs, and the importance of diversification to navigate the dynamic financial landscape effectively.
April 30, 2025
Investing

Tariffs, Valuations & Diversification | AWM Insights #198

In episode 198 of AWM Insights, we discuss the current economic landscape focusing on tariffs, valuations, and the power of diversification.
April 28, 2025

Navigating Tariff Volatility | AWM Insights #197

In this episode of AWM Insights, our hosts discuss navigating market volatility amidst tariff changes.
April 21, 2025

Insights on Tariffs | AWM Insights #196

In this episode of AWM Insights, the focus is on the unexpected impacts and implications of the newly imposed tariffs in global trade.
April 8, 2025

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

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.
March 29, 2024

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

Incorporating real estate's unique advantages while considering and planning for the challenges is essential to building a well-diversified and prudent financial structure.
March 4, 2024

Investing Beyond Elections | AWM Insights #190

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.
February 19, 2024

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

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.
February 3, 2024

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

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.
January 27, 2024

Reflecting on Your Financial Structure | AWM Insights #185

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.
January 13, 2024

Measuring Your Financial Success | AWM Insights #184

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.
December 23, 2023

Scheduling Your Financial Success | AWM Insights #183

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.
December 15, 2023

Taking the Guesswork out of Investing | AWM Insights #177

Investing in markets is not easy. There will be bumps on the way, but the rewards far outweigh the risks when structured appropriately.
November 4, 2023
No guest on an AWM podcast has received compensation was for being a guest on the podcast, or for any implied testimonial or endorsement.
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