AWM Insights Financial and Investment News

By AWM Capital

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Category: Investing

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Episodes: 195

Description

A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Brandon Averill, Erik Averill and Justin Dyer of AWM Capital.

Episode Date
Strategic Tax Planning: Maximizing Wealth Beyond Tax Season | AWM Insights #195
Mar 29, 2024
Decoding Crypto's Comeback: Navigating Blockchain, Bitcoin ETFs, and Strategies| AWM Insights #194
Mar 22, 2024
Economic Trends and Market Insights | AWM Insights #193
Mar 18, 2024
Real Estate in the Multi-Generational Wealth Formula | AWM Insights #192
Mar 04, 2024
Building a Winning Portfolio | AWM Insights #191
Feb 26, 2024
Investing Beyond Elections | AWM Insights #190
Feb 19, 2024
Clarifying Misconceptions: The Real Impact of Elections on Markets | AWM Insights #189
Feb 09, 2024
Investing Through Elections with Evidence-Based Strategies | AWM Insights #188
Feb 03, 2024
Navigating Market Uncertainty and Elections in 2024| AWM Insights #187
Jan 27, 2024
A Year of Surprises and Resilience | AWM Insights #186
Jan 19, 2024
Reflecting on Your Financial Structure | AWM Insights #185
Jan 13, 2024
Measuring Your Financial Success | AWM Insights #184
Dec 23, 2023
Scheduling Your Financial Success | AWM Insights #183
Dec 15, 2023
Intentionally Personalizing Your Portfolio | AWM Insights #182
Dec 08, 2023
Building a Winning Plan | AWM Insights #181
Dec 02, 2023
Giving Thanks for Progress | AWM Insights #180
Nov 24, 2023
Discipline and Consistency in Moving Markets | AWM Insights #179
Nov 17, 2023
How Do Higher Interest Rates Impact Your Investments? | AWM Insights #178
Nov 13, 2023
Taking the Guesswork out of Investing | AWM Insights #177
Nov 04, 2023
Building a Thoughtful and Productive Financial Framework | AWM Insights #176
Oct 28, 2023
The Power of Consistency and Commitment | AWM Insights #175
Oct 21, 2023
The Science and Art of Investing | AWM Insights #174
Oct 13, 2023
The Multi-Dimensional Framework of a Family Office | AWM Insights #173
Oct 06, 2023
Focusing on What You Can Control | AWM Insights #172
Sep 29, 2023
Finding the Right Steward for Your Wealth | AWM Insights #171
Sep 23, 2023
The Essentials of Wealth and Risk Management | AWM Insights #170
Sep 15, 2023
Gathering, Preserving, and Expanding Your Wealth | AWM Insights #169
Sep 09, 2023
Magnifying the Impact of Your Wealth | AWM Insights #168
Sep 01, 2023
Keeping Investment Returns in Your Pocket | AWM Insights #167
Aug 25, 2023
How to Think About Income – The Types, Sources, and Tax Implications of Each | AWM Insights #166
Aug 18, 2023
Maximizing Your Physical, Intellectual, & Social Capital | AWM Insights #165
Aug 11, 2023
Expanding and Protecting Your Sources of Wealth | AWM Insights #164
Aug 04, 2023
Riding the Public Market Rollercoaster | AWM Insights #163
Jul 21, 2023
Putting Your Cash to Work | AWM Insights #162
Jul 14, 2023
How to Evaluate your Portfolio’s Performance | AWM Insights #161
Jun 30, 2023
The Importance of Behavioral Finance | AWM Insights #160
Jun 23, 2023
Patience and Persistence in the Markets | AWM Insights #159
Jun 16, 2023
The Importance of Consistency and Repeatability in Venture | AWM Insights #158
Jun 09, 2023
How to Build a Best-in-Class Venture Portfolio | AWM Insights #157
Jun 02, 2023
Selecting the Best Opportunities in the Private Markets | AWM Insights #156
May 19, 2023
How do we build our Venture Portfolio? | AWM Insights #155
May 13, 2023
Accessing the Private Markets | AWM Insights #154
May 05, 2023
Private Market Basics | AWM Insights #153
May 01, 2023
The Multigenerational Mindset | AWM Insights #152
Apr 21, 2023
The US Dollar and Economy | AWM Insights #151
Apr 17, 2023
The AI Wave and How It Impacts Your Portfolio | AWM Insights #150
Apr 07, 2023
The Basics of Private Market Investing | AWM Insights #149
Mar 31, 2023
Building Resilient Portfolios | AWM Insights #148
Mar 24, 2023
How Doing the Simple Things Wrong Can Be Disastrous | AWM Insights #147
Mar 18, 2023
Rewarded Factors and Outperforming the Market | AWM Insights #146
Mar 03, 2023
The Logic Behind Your Stock Holdings | AWM Insights #145
Feb 24, 2023
Focusing on What Matters and Tailoring Your Portfolio | AWM Insights #144
Feb 17, 2023
The Importance of Protecting What You Need and Risking What You Can | AWM Insights #143
Feb 10, 2023
How Robust Planning is Positioning Your Portfolio for Success | AWM Insights #142
Feb 03, 2023
Happy 30th Anniversary to Efficient Investing! | AWM Insights #141
Jan 28, 2023
Financial Statements and What Really Matters | AWM Insights #140
Jan 20, 2023
2023 Kick-off | AWM Insights #139
Jan 13, 2023
Year End Review: 2022 | AWM Insights #138
Jan 06, 2023
FTX, Inflation, and Navigating Hype Cycles | AWM Insights #137
Dec 19, 2022
Is a Recession Coming? | Insights #136
Dec 06, 2022
Two Simple Principles to Investing Success | Insights #135
Nov 12, 2022
Why Your Portfolio Can Beat the Competition | AWM Insights #134
Oct 29, 2022
How Your Portfolio Is Built To Win During Bad Markets | AWM Insights #133
Oct 21, 2022
1,982% Return: Are You Willing to Do What It Takes? | AWM Insights #132
Oct 14, 2022
Is A Recession Looming? | AWM Insights #131
Oct 11, 2022
Is The Market Healthy? | AWM Insights #130
Oct 04, 2022
What Rising Rates Mean For You | AWM Insights #129
Sep 28, 2022
Guide to Generational Wealth | AWM Insights #128
Sep 21, 2022
Aligning Impact and Intent | AWM Insights #127
Sep 14, 2022
What Protection Do I Need? | AWM Insights #126
Sep 07, 2022
Building a Family Focused Investment Plan | AWM Insights #125
Sep 01, 2022
One Net Worth and One Tax Rate | AWM Insights #124
Aug 25, 2022
Do You Need a Family Office? | AWM Insights #123
Aug 19, 2022
Is Ultra-High Net Worth Advice Different? | AWM Insights #122
Aug 11, 2022
What Can You Control In Investing? | AWM Insights #121
Aug 05, 2022
Emotions and Investing | AWM Insights #120
Jul 29, 2022
The Only Free Lunch | AWM Insights #119
Jul 20, 2022
Factors of Returns | AWM Insights #118
Jul 13, 2022
Pursue the Better Investing Experience | AWM Insights #117
Jul 06, 2022
The Costs of Market Timing | AWM Insights #116
Jun 29, 2022
Don’t Chase | AWM Insights #115
Jun 22, 2022
How Does Market Pricing Work? | AWM Insights #114
Jun 17, 2022
Investing in Private Real Estate | AWM Insights #113
Jun 09, 2022
Risks & Returns of Real Estate Investing |AWM Insights #112
Jun 01, 2022
The Rundown on Private Equity | AWM Insights #111
May 25, 2022
Finding the 10x Fund in Venture |AWM Insights #110
May 18, 2022
Why Does a Founder Raise Capital? | AWM Insights #109
May 11, 2022
How Does Venture Capital Investing Work? | AWM Insights #108
May 11, 2022
How to Participate in the Private Markets | AWM Insights #107
Apr 28, 2022
Should I Own Private Investments? | AWM Insights #106
Apr 20, 2022
How Should You React to Market Adversity? | AWM Insights #105
Apr 12, 2022
What Is An Index Fund? | AWM Insights #104
Apr 05, 2022
Are You Better Off Buying an Index Fund? | AWM Insights #103
Mar 24, 2022
Is Your Advisor Competent? | Brandon Averill, Justin Dyer | AWM Insights #102
Mar 15, 2022
Russian Invasion of Ukraine | Brandon Averill, Justin Dyer | AWM Insights #101
Mar 08, 2022
How Do You Find a Good Advisor? | Brandon Averill, Justin Dyer | AWM Insights #100
Mar 02, 2022
How to Invest Without Hiring a Professional | Brandon Averill, Justin Dyer | AWM Insights #99
Feb 23, 2022
What Does It Cost to Buy a Stock? | Brandon Averill, Justin Dyer | AWM Insights #98
Feb 16, 2022
NFTs Explained | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #97
Feb 08, 2022
Vehicles of Investing: What Am I Buying? | Brandon Averill, Justin Dyer | AWM Insights #96
Feb 01, 2022
Are You An Owner or Lender? | Brandon Averill, Justin Dyer | AWM Insights #95
Jan 25, 2022
Why We Invest in the First Place | Brandon Averill, Justin Dyer | AWM Insights #94
Jan 19, 2022
The Big Picture | Brandon Averill, Justin Dyer | AWM Insights #93
Jan 11, 2022
What Does Financial Structure Mean? | Brandon Averill, Justin Dyer | AWM Insights #92
Dec 21, 2021
Gambling vs Science | Brandon Averill, Justin Dyer | AWM Insights #91
Dec 14, 2021
Why Winners Keep Winning in Private Markets | Brandon Averill, Justin Dyer | AWM Insights #90
Dec 07, 2021
Superpowers of Investing | Brandon Averill, Justin Dyer | AWM Insights #89
Nov 30, 2021
What Type of Gifts Do You Buy? | AWM Insights #88
Nov 23, 2021
Ignoring Tax Planning is Expensive | Brandon Averill & Justin Dyer | AWM Insights #87
Nov 16, 2021
Efficient Markets in Action | Brandon Averill, Justin Dyer | AWM Insights #86
Nov 09, 2021
The Portfolio for Multi-Generational Wealth | Brandon Averill, Erik Averill, Justin Dyer |AWM Insights #85
Nov 02, 2021
Why am I Investing? | Brandon Averill, Justin Dyer | AWM Insights #84
Oct 26, 2021
How Should You Build Your Portfolio? | Brandon Averill & Justin Dyer | AWM Insights #83
Oct 19, 2021
When Is A Good Time To Invest? | Brandon Averill, Justin Dyer | AWM Insights #82
Oct 12, 2021
Where Should You Get Financial Advice? | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #81
Oct 05, 2021
Market Predictions and Emotional Investment Decisions | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #80
Sep 28, 2021
What Should You Do During Market Volatility | Brandon Averill, Justin Dyer | AWM Insights #79
Sep 21, 2021
The Diamond Hands Myth | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #78
Sep 14, 2021
Does More Risk Always Mean More Return? | Erik Averill, Justin Dyer | AWM Insights #77
Aug 31, 2021
Risk Defined | AWM Insights #76 | Erik Averill, Justin Dyer | AWM Insights #76
Aug 24, 2021
Tuning out the noise of the “All-Time High” | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #75
Aug 17, 2021
Passive Income: Only for Real Estate Tycoons? | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #74
Aug 10, 2021
Amateur vs Pro: The Importance of Asset Allocation | Erik Averill, Brandon Averill, Justin Dyer Insights #73
Aug 03, 2021
The Toolbox of Portfolio Construction | Erik Averill, Justin Dyer | AWM Insights #72
Jul 28, 2021
Human Capital Realized – Now What? | Brandon Averill, Justin Dyer | AWM Insights #71
Jul 20, 2021
Illiquidity Premiums in Real Estate and Private Equity | Erik Averill, Brandon Averill | AWM Insights #70
Jul 13, 2021
The Greatest Driver of Wealth Creation | Erik Averill, Justin Dyer | AWM Insights #69
Jul 06, 2021
Hire the Architect: Building Your Financial Structure | Erik Averill, Brandon Averill | AWM Insights #68
Jun 30, 2021
What Is The Fed and Why Should I Care? | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #67
Jun 22, 2021
Is Inflation Here to Stay? | Brandon Averill, Justin Dyer | AWM Insights #66
Jun 15, 2021
How Does Inflation Impact Investment Portfolios? | Brandon Averill & Justin Dyer | AWM Insights #65
Jun 08, 2021
Is Real Estate Investing Better Than Stocks or Gold? | Erik Averill & Justin Dyer | AWM Insights #64
Jun 01, 2021
Jumping Into The Deep End? Learning How To Invest | Brandon Averill, Justin Dyer, Zach Miller | AWM Insights #63
May 25, 2021
Tesla, Crypto, Inflation & Investing Like a Pro | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #62
May 18, 2021
Do You Know What Returns You Should Expect? | Brandon Averill, Justin Dyer | AWM Insights #61
May 11, 2021
Should You Keep Investing in What’s Winning Now? | Erik Averill, Justin Dyer | AWM Insights #60
May 04, 2021
Biden’s Capital Gains Tax Increase? What Can You Control? | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #59
Apr 27, 2021
Market Timing? When to Get In or Out | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #58
Apr 20, 2021
Missing Significant Tax Savings? Pro Strategies: After-Tax Investing | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #57
Apr 13, 2021
Key #1 to Investing Like a Pro | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #56
Apr 06, 2021
Invest Like a Pro | Erik Averill, Justin Dyer | AWM Insights #55
Mar 30, 2021
Beeple’s NFT Sells for $69 Million – Should You Get In? | Brandon Averill, Justin Dyer | AWM Insights #54
Mar 23, 2021
Capturing Outsized Returns in Private Markets | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #53
Mar 16, 2021
Should You Invest in Dave Portnoy’s BUZZ ETF? | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #52
Mar 09, 2021
Cutting Through the Investment FOMO | AWM Insights | Financial and Investment News
Mar 02, 2021
How To Practically Think About Risk and Return | AWM Insights | Financial and Investment News
Feb 23, 2021
What Fantasy Sports Can Teach You About Investing | AWM Insights | Financial and Investment News
Feb 16, 2021
Market Highs, GameStop’s Historic Drop, How To Win the Stock Market Game | AWM Insights | Financial and Investment News
Feb 09, 2021
Gamestop, Robinhood & Crypto | AWM Insights | Financial and Investment News
Feb 02, 2021
Biden’s Executive Orders, ESG Investing & Your Portfolio | AWM Insights | Financial and Investment News
Jan 26, 2021
Will Biden’s $1.9 Trillion Stimulus Plan Impact My Portfolio? | AWM Insights | Financial and Investment News
Jan 19, 2021
Is Your Portfolio Safe? Capitol Chaos, The Blue Wave & All Time Highs | AWM Insights | Financial and Investment News
Jan 12, 2021
Bitcoin, Georgia Senate, Stimulus Checks and 2021 Markets | AWM Insights | Financial and Investment News
Jan 05, 2021
Should I Invest in Crypto? | AWM Insights | Financial and Investment News
Dec 22, 2020
How an Unprofitable Company Went Public with a $60 Billion Market Cap | AWM Insights | Financial and Investment News
Dec 15, 2020
COVID Vaccines and Long-Term Investing | AWM Insights | Financial and Investment News
Dec 08, 2020
Black Friday Market Impact |AWM Insights | Financial and Investment News
Dec 01, 2020
Fool's Errand | AWM Insights | Financial & Investment News
Nov 24, 2020
Luck Masquerading as Skill | AWM Insights | Financial & Investment News
Nov 17, 2020
Election Impacts on Portfolio | AWM Insights | Financial & Investment News
Nov 10, 2020
A Tax Boost for Your Portfolio | AWM Insights | Financial and Investment News
Nov 03, 2020
Focusing on the Process | AWM Insights | Financial and Investment News
Oct 27, 2020
An Absolute Must Have in Your Portfolio | Dave Plecha | AWM Insights Financial & Investment News
Oct 19, 2020
Avoiding the Investment Noise | AWM Insights | Financial & Investment News
Oct 13, 2020
Hims for Us? | AWM Insights | Financial & Investment News
Oct 06, 2020
Investing in Tik Tok US | AWM Insights | Erik Averill, Brandon Averill & Justin Dyer
Sep 29, 2020
A Period of Rising Inflation | AWM Insights | Financial & Investment News
Sep 22, 2020
Important Inflation News for Investors | AWM Insights | Financial & Investment News
Sep 15, 2020
Trump or Biden For Investment Returns | AWM Insights | Financial & Investment News
Sep 08, 2020
Finding The Next IPO Unicorn? | Brandon Averill, Justin Dyer | AWM Insights #26
Sep 01, 2020
Do Valuations Matter Anymore? | Erik Averill, Brandon Averill | AWM Insights #25
Aug 25, 2020
Is Biden Or Trump Better For Your Investment Returns? | Erik Averill, Brandon Averill | AWM Insights #24
Aug 18, 2020
Should You Invest In A SPAC? | Erik Averill, Brandon Averill | AWM Insights #23
Aug 11, 2020
Tech Stocks Are The Highest Performers – Should You Get In? | Erik Averill, Brandon Averill | AWM Insights #22
Aug 04, 2020
Where Does Gold Fit In Your Portfolio? | Erik Averill, Brandon Averill | AWM Insights #21
Jul 28, 2020
Is A Market Crash Inevitable? | Erik Averill, Brandon Averill | AWM Insights #20
Jul 21, 2020
Why Taxes Matter To Your Investments | Erik Averill, Brandon Averill | AWM Insights #19
Jul 14, 2020
What You Should Know About Earnings Season | Erik Averill, Brandon Averill | AWM Insights #18
Jul 07, 2020
Gambling Or Investing – Which Game Are You Playing? | Erik Averill, Brandon Averill | AWM Insights #17
Jun 30, 2020
Should COVID-19 Change Our Investment Decisions? | Erik Averill, Brandon Averill | AWM Insights #16
Jun 23, 2020
Should I Try To Day Trade? | Erik Averill, Brandon Averill | AWM Insights #15
Jun 16, 2020
The Upside Of Ownership | Erik Averill, Brandon Averill | AWM Insights #14
Jun 09, 2020
How To Get The Highest Returns | Erik Averill, Brandon Averill | AWM Insights #13
Jun 02, 2020
Characteristics Of A Long-Term Investor | Erik Averill, Brandon Averill | AWM Insights #12
May 26, 2020
Stock Market Vs Economy | Erik Averill, Brandon Averill | AWM Insights #11
May 19, 2020
Private Market Investing Like A Pro | Erik Averill, Brandon Averill | AWM Insights #10
May 12, 2020
Should I Stay In Or Jump Out Of The Markets During Uncertain Times? | Erik Averill, Brandon Averill | AWM Insights #9
May 05, 2020
Should I Invest In Real Estate? | Erik Averill, Brandon Averill | AWM Insights #8
Apr 28, 2020
Should I Invest In Oil? | Erik Averill, Brandon Averill | AWM Insights #7
Apr 21, 2020
What Is Asset Location? | Erik Averill, Brandon Averill | AWM Insights #6
Apr 14, 2020
What Is Tax-Loss Harvesting? | Erik Averill, Brandon Averill | AWM Insights #5
Apr 07, 2020
Is This The Bottom? | Erik Averill, Brandon Averill | AWM Insights #4
Mar 31, 2020
Staying The Course During A Downturn | Erik Averill, Brandon Averill | AWM Insights #3
Mar 24, 2020
What Is Rebalancing? | Erik Averill, Brandon Averill | AWM Insights #2
Mar 17, 2020
Navigating Financial Markets In Global Crises | Erik Averill, Brandon Averill | AWM Insights #1
Mar 10, 2020