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."
Our advisors are ready to serve as your Athlete Family Office.
Our advisors are ready to serve as your Athlete Family Office.