Why Taxes Matter To Your Investments | Erik Averill, Brandon Averill | AWM Insights #19

 AWM Insights Presented by AWM Capital A Fool’s Errand Why you should always be planning financially for something like COVID For more insights, sign up for our newsletter at awminsights.com AWM Capital: IG | LinkedIn | Facebook | AWMCap.com Erik Averill: LinkedIn Brandon Averill: LinkedIn Justin Dyer: LinkedIn The markets have begun to level out with conflicting forces from the government taking shape.  Brandon Averill, Erik Averill and Justin Dyer get you caught up on everything happening within the markets and why you should never overreact. Plus, why you should always be planning financially for something like a global pandemic.   00:30 A transition from positive markets to some mixed reviews because of the disagreement between the Fed and the Treasury.  1:36 The impact we’re seeing in the markets with the announcement of COVID vaccines being released.  Brandon Averill: “We see some corrections like the cloud computing index and the cloud companies get absolutely crushed on news of a vaccine, but then the timeline for the vaccine comes out and everything corrects back the other way.” 2:20 Justin Dyer: “Trying to predict which way markets are gonna go is a fool's errand.” 3:30 Amazon’s latest news also has long term ramifications for the commercial real estate business. 4:05 Tesla seems like the no-brain winner as they are finally joining the S&P 500. Brandon Averill: “They’re going to be the largest company to join the S&P 500 in history.”  6:45 The importance of global diversification in investments. 10:29  The fundamentals of professional investors: “What are the drivers of returns, what are the sources of returns and how do we allocate our plans to help us achieve outcomes we want based off of those investments.”  12:10 Financial structure trumps the portfolio. Even though it’s an industry leveraged for competition within the portfolio, it should be about the outcomes you are trying to achieve as an individual.   For more insights, sign up for our newsletter at awminsights.com Subscribe to AWM Insights presented by AWM Capital on Apple, Spotify, Tune-In, Stitcher or at clnsmedia.com      

Avoiding the Investment Noise AWM Insights Presented by AWM Capital For more insights, sign up for our newsletter at awminsights.com AWM Capital: IG | LinkedIn | Facebook | AWMCap.com Erik Averill: LinkedIn Brandon Averill: LinkedIn Justin Dyer: LinkedIn   Avoid the noise during earning season! The financial media only draws on quarter over quarter numbers, which is not a great indicator of long term gains or success. Plus, beyond making the right investments, understanding the tax component of your investments is most important.   :15 - :44 The latest news on the Stimulus Package and the impact and volatility of the market because of the unknowns surrounding the stimulus package. :54 - 2:12 The House Judiciary committee released a 450-page report on the 16th month investigation into the tech industry and the recommendations made by the government on the state of the competition in the digital economy. Plus the energy sector and Honda pulling out of Formula 1 to focus on the electric car market. 2:22 - 3:31 There will be no shortage of news that the financial media will be covering during earning season, so it's important to avoid the noise because it's far too short term to focus on.  3:40 - 4:40 Average Joe’s vs. Pros: Peloton is a great example: "This is typically what we see in earning season, is trying to anticipate the future, 'What is popular in our network right now, should I invest in that.'" Would the Pro take advantage of this earning season because the volatility might be the perfect time? 4:42 Justin Dyer, AWM Capital, Chief Investment Officer: "The quarter over quarter stuff is just noise and there are all these anecdotal statements over earning season." 6:20 Be tax aware: "After tax returns are what truly matters, that's what people are going to spend at the end of the day, or give away." 8:21 Key takeaway:  Regardless of whoever wins the election: Trump or Biden there are going to be critical changes you will need to make to your portfolio based on taxs.   Register for the free webinar on how to optimize your portfolio in the most tax efficient way: AWMWebinar.com For more insights, sign up for our newsletter at awminsights.com Subscribe to AWM Insights presented by AWM Capital on Apple, Spotify, Tune-In, Stitcher or at clnsmedia.com

There is only one topic we can possibly talk about this week. It has set the investing world ablaze. It's GameStop, AMC, Robinhood, meme stocks, hedge funds, short squeezes, and of course good versus evil - retail versus Wall Street. On today’s Insights podcast, Erik, Brandon and Justin cover everything you need to know ranging from, “is this a once-in-a-lifetime opportunity?” to “how the best investors in the world are responding” and everything in between. The investment world has been changed forever. Listen to today’s episode to understand why. Episode Highlights (00:59): What is a hedge fund? (02:32): What is a short? (04:49): What are options? (07:25): How the Gamestop saga started. (10:05): Why we are wired to do everything wrong in investing. (12:02): Trading versus investing. (12:59): Are you a pro or an amateur? It applies to both trading & investing. (17:01): Investing versus speculating. (20:46): What’s a short-squeeze? (26:29): Is it ever appropriate to invest in crazy ideas like this? (30:16): How Kevin Rose and Tim Ferriss invest.

Are there days you feel like everyone is making money, except for you? The stories of friends turned day traders, the insane rise of the NBA’s Top Shop NFT (non-fungible tokens) craze and of course, Bitcoin skyrocketing can leave even the most seasoned investor with a bit of FOMO. Open Twitter, Reddit or YouTube and everyone is spewing advice on what to invest in next.  In this information age, there is practically an infinite number of places and people giving financial advice. As Warren Buffett famously says, “It’s only when the tide goes out that you learn who has been swimming naked.” Everyone appears to be an expert until they’re not. How do you know who to trust? We breakdown the answers in this week’s podcast. Episode Highlights (02:33): Where are you getting your advice? What are their incentives? (04:32): Study of where people go to for their investment advice (08:32): Questions you should ask before accepting advice (15:50): How to conduct real due diligence on investment advisors (22:04): Advice every investor deserves