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
Partner, Chief Investment Officer, AWM Capital
Erik Averill
Partner, Senior Private Wealth Advisor
Mena Hanna
Portfolio Manager
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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

The Power of Consistency and Commitment | AWM Insights #175

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.
October 21, 2023

The Science and Art of Investing | AWM Insights #174

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.
October 13, 2023

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

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.
October 6, 2023

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

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.
September 15, 2023

Universities & NIL With LSU’s Taylor Jacobs | NIL Series #3

Understanding university NIL guidelines helps student-athletes navigate opportunities and compliance requirements effectively.
March 16, 2022
Investing

Key Takeaways - AWM Insights #34: Focusing on the Processes

Focus on the process by staying committed to long-term investing, avoiding emotional reactions, acknowledging risks, understanding market uncertainties, and embracing innovation-driven industries like electric vehicles.
November 2, 2020
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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