Building Your Portfolio's Foundation | AWM Insights #261 episode artwork

EPISODE · Jul 17, 2026 · 14 MIN

Building Your Portfolio's Foundation | AWM Insights #261

from AWM Insights Financial and Investment News · host AWM Capital

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna revisit the fundamentals of building a resilient, multi-generational investment portfolio. Using the “100-year home” analogy, they break down why bonds and fixed income form the bedrock of lasting family wealth, drawing parallels between solid financial foundations and future-proofing against life's surprises. The conversation offers engaging stories, practical wisdom, and a timely look at how decisions by the Federal Reserve can impact your long-term goals. If you’re looking for expert advice on safeguarding your wealth for generations, this episode delivers fresh perspective and actionable insights.Chapters(00:00) The Foundation of a 100-Year Portfolio(03:00) Importance of Building With Foresight(07:00) Flexibility and Adaptation Over Time(09:00) The Role of Interest Rates and Inflation(12:00) Federal Reserve's Influence on BondsConnect with Us• Call or text us: 626-862-0355• Website: https://www.athletefamilyoffice.com/• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA• LinkedIn: https://www.linkedin.com/company/awmcapital/• Instagram: https://www.instagram.com/awmcapital/• X: https://twitter.com/awmcapital• Facebook: https://www.facebook.com/awmcapital/

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Building Your Portfolio's Foundation | AWM Insights #261

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