AWM Insights Financial and Investment News

Join Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna as they unpack the implications of the US national debt reaching 100% of GDP. In this episode, the team explores what this milestone means for families focused on building generational wealth, breaks down the latest market rally, and explains how debt levels can impact both fixed income and equity strategies. With a playbook built for the 100-year family, Justin and Mena share expert perspectives on why true diversification and sound portfolio construction matter now more than ever. Whether you're concerned about economic headlines or looking for practical investment wisdom, this conversation delivers timely insights you won't want to miss.Connect with UsCall or test us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) US Debt Reaches 100 Percent of GDP(03:12) Evaluating National Debt in Context(04:54) Long-Term Effects on Markets and Investing(07:58) Fixed Income Strategy Amid Rising Debt(11:30) Equity Market Rally and Narrow Leadership(14:14) The Risks of Overconcentration and Lasting Diversification

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down what record market highs truly mean for multi-generational wealth. Together, they weigh in on the latest market headlines, dispel myths about bubbles, and share how the 100-year family should respond to shifting economic tides and Federal Reserve changes. With stories, data, and hard-earned wisdom, they reveal why disciplined strategy and proper diversification outweigh fleeting headlines. Tune in for a master class in stewarding long-term family wealth—designed for anyone aiming to make an impact that lasts generations.Chapters(00:00) Navigating Market All-Time Highs(02:40) Historical Data and Market Cycles(05:10) The Value of Long-Term Discipline(08:13) True Portfolio Diversification(09:04) Federal Reserve Leadership Transition(10:32) Interest Rates, Inflation, and Portfolio Strategy(13:39) Building Resilient Investment Plans(15:11) Preparation Over PredictionConnect 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/

In this episode of AWM Insights, Justin Dyer and Mena Hanna tackle the complexities of artificial intelligence and its sweeping influence on both public and private markets. They break down the hype, explore the shifting fortunes of major sectors, and share lessons from history on market concentration, bubbles, and the power of diversification. With a clear focus on long-term, generational wealth, Justin and Mena offer perspective and strategy for families seeking to navigate today’s dynamic investment landscape. Tune in to hear seasoned insights on avoiding costly missteps and investing like a pro in an era defined by creative destruction.Chapters(00:00) Setting the Stage for AI in Markets(01:36) Public Market Impacts and Major Headlines(03:23) Market Efficiency and the Challenge of Timing(04:52) Lessons from Historical Market Concentrations(06:26) The Power of Diversification(11:50) True Diversification and Private Market Access(13:33) Key Takeaways for the 100-Year FamilyConnect 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/

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the complexities of private credit, a rising trend in alternative investments. They explore how structural pitfalls, tax implications, and misleading liquidity can catch even seasoned investors off guard. By drawing on real-world analogies and candid industry perspective, Justin and Mena reveal what sets truly thoughtful portfolio construction apart. Tune in for actionable advice and a deeper understanding of how to navigate private investments wisely.*Connect with Us*+ Call or test 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/*Chapters*(00:37) Introduction to Private Credit(02:08) Origins and Growth of Private Credit(05:39) Retail Investor Access and Structural Risks(07:03) Liquidity Challenges and Market Distortions(10:25) Importance of Due Diligence(11:40) Tax Efficiency and Post-Tax Returns(13:58) Rigorous Research and Structuring

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the latest market movements in the wake of a global ceasefire and explore what it means for long-term investors. The discussion covers the efficiency of markets, the distinction between investing and gambling, and why discipline is more rewarding than chasing headlines. Whether you're managing generational wealth or simply curious about how to weather market volatility, this episode delivers clear, seasoned guidance to help you play the long game with confidence.Chapters(00:00) Market Reactions to Ceasefire(01:08) Efficiency and Interpretation of Markets(03:58) Short-Term Versus Long-Term Market Behavior(05:25) The Importance of Discipline and Long-Term Focus(07:17) Navigating Volatility and Uncertainty(09:01) Oil Market Impacts and Inflation OutlookConnect 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/

Justin and Mena tackle the swirl of macro headlines — AI disruption fears, Middle East tensions, SpaceX going public, and a mission to the moon — and bring it back to what actually matters for investors: having a durable plan, staying diversified, and using money as a tool to accomplish what's most important to you.Chapters(00:00) Introduction: A lot going on (understatement of the year)(00:36) AI headlines: fear mongering vs. real opportunity(02:04) Going to the moon and the pace of innovation(02:17) How AWM thinks about questioning existing beliefs(03:10) The AI doomsday narrative — why we don't buy it(04:10) Private market proof: AI cutting customer service costs by 60%(05:19) Creative destruction and the history of innovation(06:10) Segue: How does all of this change how we invest?(06:38) Answer: It doesn't — but it does underscore diversification(07:19) Geopolitical reset and why volatility can be a buying opportunity(08:05) Managing your news diet and focusing on what you can control(09:29) S&P 500 profit margins expanding because of AI(09:44) SpaceX confidentially IPO-ing at $1T+ — all value created in private markets(10:11) OpenAI at $850B — the private market opportunity you can't afford to miss(10:26) Closing: Diversification as the plan across regions, public, and private marketsConnect 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/

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna tackle one of the most debated questions in investing: should you get more aggressive when markets decline? Drawing on the latest market surprises, past downturns, and the psychology behind opportunistic investing, they share practical guidance on aligning portfolio decisions with your personal goals. Discover why disciplined, rational optimism—not market timing—leads to long-term success, and learn how to navigate volatility without putting your priorities at risk. Connect with UsCall or test us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Market Volatility and Current Events(02:35) Unpredictability of Market Reactions(03:58) Evaluating Aggressive Moves in Down Markets(04:56) Aligning Portfolios to Personal Priorities(07:17) Weighing Opportunity Versus Risk(10:22) Lessons from Market History(11:38) The Value of Rational Optimism

Join AWM’s Chief Investment Officer, Justin Dyer, and Portfolio Manager, Mena Hanna, as they tackle the challenges of investing during periods of global volatility. In this episode, they break down how to build portfolios that withstand turbulent markets, challenge the risks of cookie-cutter strategies, and share the disciplined approach behind the 100-year family philosophy. Listeners will gain practical insights on safeguarding wealth, the impact of diversification, and why precision matters when protecting your family’s financial future. This is a playbook for anyone seeking peace of mind and staying power through all seasons of the market.Chapters(00:02) Navigating Market Turbulence and Global Events(03:56) Building Defensive Portfolios for Protection(05:50) Avoiding Cookie Cutter Investment Approaches(08:02) The Role of True Diversification(10:04) Embracing Long-Term Discipline(12:28) Participating in the Global EconomyConnect 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/

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the current wave of global market volatility, exploring what’s driving disruption from oil shocks to geopolitical conflict. They explain how to filter out the daily headlines, categorize market shifts, and focus on the timeless principles behind long-term investing. With practical wisdom and clear analogies, Justin and Mena deliver a coach’s perspective on why patience, discipline, and understanding short-term noise are essential to building a flourishing legacy. Tune in for clarity and confidence in navigating uncertain times—and learn how to play the long game in family wealth.Chapters(00:00) Market Volatility and Current Events(02:10) Oil Disruption and Global Impact(04:45) Navigating Uncertainty and Investor Focus(06:20) Short Term vs Long Term Market Movements(10:15) Healthy Market Volatility and Discipline(14:35) Staying Disciplined for Long Term SuccessConnect 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/

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the recent market reaction to turmoil in the Middle East and what it means for investors. They examine how headline news rarely tells the whole story, why different market sectors respond in unexpected ways, and the pitfalls of chasing the latest trend. With practical advice grounded in experience, Justin and Mena explain the importance of staying committed to a disciplined plan—even when emotions run high. Tune in for actionable insights on navigating volatility, building resilience, and making smart decisions amid uncertainty.Chapters(00:00) Market Reaction to Middle East Turmoil(02:10) Sector Performance Divergence(04:20) Navigating Volatility and Emotional Traps(06:30) Intuitive Versus Actual Market Moves(08:40) Geopolitics and Market Disconnect(09:30) Importance of a Disciplined Strategy(11:25) Remaining Calm and ConnectedConnect 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/

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the latest market volatility triggered by newly announced tariffs and a high-profile Supreme Court ruling. They discuss how these developments have injected uncertainty into the markets and share their expert perspective on why staying disciplined pays off for investors. The episode covers strategies for managing new cash during turbulent times, the benefits of diversification, and why a long-term game plan is essential for lasting financial success. Tune in for actionable advice and a grounded approach to navigating today's unpredictable investment landscape.Chapters(00:00) Uncertainty From Tariffs and Court Rulings(01:40) Complications for Corporations and Trade(02:30) Market Jitters and Investor Reaction(04:00) Managing New Cash and Paychecks(05:50) Staying Disciplined During Volatility(06:50) Benefits of DiversificationConnect 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/

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the surprising divergences between market performance and economic headlines. They explore the concept of a K-shaped economy, the reality behind all-time market highs, and why diversification remains essential in unpredictable times. With candid stories, sharp data points, and seasoned perspective, Justin and Mena help listeners cut through the noise and stay focused on disciplined, long-term wealth strategies. If you want clarity on what’s really driving today’s markets, this conversation is for you.Chapters(00:00) Divergence Between Economy and Markets(01:10) K-Shaped Recovery and Uneven Performance(03:32) Decoding Market Data Versus Economic Indicators(05:13) The Importance of Diversification(06:52) Concentration Risk and Recent Market Performance(09:13) Systematic, Data-Driven Investing Approaches(11:31) Navigating Emotion and Bias in Market PerceptionConnect 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/

Join Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna, as they explore the fast-evolving landscape of sports as an asset class. This episode breaks down the allure of owning a team, the financial realities behind headline-grabbing valuations, and the risks and rewards that come with investing in both established franchises and emerging leagues. Whether you’re a lifelong fan curious about team ownership or an investor eyeing the next big trend, you’ll gain expert insights on what drives returns—and what pitfalls to avoid—in this unique corner of the market. Don’t miss this candid conversation packed with strategy, stories, and the real game behind the business of sports.Chapters(00:12) Sports as an Investable Asset Class(01:35) Financial Asset Versus Trophy Asset(03:29) Spectrum of Sports Investment Opportunities(05:31) Valuations and Market Nuance(06:37) The Broader Sports Ecosystem(07:39) Risk, Diversification, and Hype(12:43) Market Share, Attention, and Growth PotentialConnect 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/

This week on AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the turbulence across markets, from precious metals and Bitcoin to tech stocks under pressure. As they unpack the sharp drawdowns and shifting narratives shaping the start of 2026, Justin and Mena draw on real stories, sports analogies, and candid opinions to highlight why fundamentals, discipline, and diversification remain the bedrock of lasting wealth. If you want to hear what separates speculation from true investing—and how the habits that build champions apply to generational wealth—this episode offers timely wisdom you won't want to miss.Chapters(00:00) Market Volatility and Mixed Signals(01:20) Precious Metals and Bitcoin Struggles(02:21) Diversification Versus Speculation(04:24) Foundational Principles of Investing(06:24) Discipline and Avoiding Behavioral Pitfalls(11:16) Long-Term Mindset and Staying the CourseConnect 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/

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the wild swings in gold and other precious metals, exploring what’s driving recent market volatility. They dig into the core principles of disciplined, long-term investing and share why speculation—even when it’s tempting—rarely serves families building generational wealth. With personal stories, expert perspective, and compelling data, the conversation uncovers the real risks and rewards behind “shiny objects” like gold and Bitcoin. Tune in to hear candid wisdom and practical steps for safeguarding your family’s 100-year legacy in unpredictable markets.Chapters(00:00) Kicking Off the High-Performance Summer(00:41) Extreme Volatility in Precious Metals(02:26) Dispersion in Market Returns and Importance of Diversification(03:26) Geopolitical Tensions and Gold’s Current Narrative(04:19) Avoiding the Trap of Chasing Performance(05:26) Why Gold Isn’t in Our Playbook(08:36) Store of Value Assets and Bitcoin’s Surprising Divergence(10:32) Sticking to Value Creation and Long-Term Strategy(11:32) Learning from Other Asset Classes and Avoiding Costly MistakesConnect 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/

Join Justin Dyer, Chief Investment Officer at AWM Capital, and Portfolio Manager Mena Hanna as they break down gold's recent surge, its role in times of global uncertainty, and how it stacks up against long-term equity investing. This episode cuts through the hype surrounding precious metals, examines powerful data on generational wealth, and reveals the pitfalls of chasing short-term trends. Whether you're curious about gold’s reputation or seeking guidance for your family's financial legacy, you'll gain expert, actionable insight for your own wealth strategy.Chapters(00:02) Gold and Precious Metals in the Spotlight(02:19) Investment Principles and Cash Flow Focus(05:54) Geopolitical Instability and Gold Demand(08:26) Portfolio Construction and Hedging Strategies(10:14) Comparing Long-Term Returns for Gold and Equities(12:22) Importance of Long-Term Perspective and Patience(14:10) The 100-Year Family: Wealth Compounding Over GenerationsConnect 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/

Join Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna as they break down the latest market moves following new tariff headlines and a turbulent start to the year. This episode tackles the real impact of geopolitical volatility, gold’s surprising surge, and why disciplined, long-term optimism is the ultimate winning strategy. Whether you’re anxious about market headlines or curious about what fuels lasting wealth, you’ll find clarity and fresh perspective in this insightful conversation. Tune in for seasoned guidance on seeing past short-term noise and playing the long game.Chapters(00:07) Tariff Tensions and Market Jitters(01:58) Importance of Discipline Over Prediction(04:21) Market Reactions in Gold, Silver, and Bonds(06:58) Long-Term Perspective on Volatility(09:13) Optimism in the Face of Negative NewsConnect 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/

In this episode of AWM Insights, Justin Dyer and Mena Hanna review the highs and lows of the 2025 markets and share their perspectives on navigating market volatility in 2026. Drawing from real-world examples like dramatic market swings and sudden events, they discuss the importance of disciplined investing, resisting the urge to time the market, and building repeatable habits for lasting wealth. If you're looking for actionable strategies backed by expertise—and a candid, behind-the-scenes look at how seasoned pros think through uncertainty—this episode lays out the playbook for making smarter decisions in any market environment.Chapters(00:00) Reflecting on 2025 Market Performance(01:19) Tariffs and Volatility in 2025(02:27) Benefits of Diversification and Discipline(04:01) Efficient Markets and the Dangers of Timing(07:13) Building Repeatable Investment Processes(08:00) Focusing on Habits and Controlling the Controllables(09:49) Sticking to the Playbook and AccountabilityConnect with UsCall or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna dig into the world of real estate investing, breaking down the myths and realities of building wealth through property. They explore the pitfalls of single-family rentals, the power of diversification, and what it really means to take an institutional approach to real estate. With expert insights and real-world examples, Justin and Mena reveal how to think like a pro, identify the best opportunities, and steer clear of common mistakes. Whether you're new to real estate or looking to sharpen your strategy, this conversation delivers clear, actionable guidance for navigating today’s complex markets.Connect with UsCall or test us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Institutional Approach to Real Estate Investing(01:15) Pitfalls of Direct Single-Family Investing(02:52) Power of Diversification in Real Estate(05:27) Sector and Asset Class Selection(06:26) Demand, Location, and Market Dynamics(10:35) Navigating Macro Trends and Local Nuances(12:57) Setting Strategy with a Top-Down View

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down how to approach venture capital with an institutional mindset. They explore the necessity of true diversification, the power law behind outlier returns, and the importance of gaining exposure to innovation hubs rather than chasing the latest sector trend. If you want to learn how professional investors identify value across unexpected places and strategically manage risk in private markets, this episode delivers practical insights and actionable strategies you won’t want to miss.Chapters(00:09) Approaching Venture Capital Like an Institutional Pro(01:20) Importance of Diversification in Venture Portfolios(04:14) Exposure to Innovation Hubs and Networks(08:47) Power Law and Outlier Returns in Venture Investing(11:51) Looking Ahead to Other Private Market StrategiesConnect with UsCall or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/

In this episode of AWM Insights, Chief Investment Officer Justin Dyer is joined by Portfolio Manager Mena Hanna to unpack the realities of investing in venture capital. Together, they break down common mistakes, reveal surprising data on early-stage company success rates, and outline what it takes to build a winning, institution-grade VC strategy. Learn why diversification, disciplined portfolio construction, and understanding the power law are essential when stepping into the private markets. If you want to approach venture investing like a pro and avoid the pitfalls that trip up most investors, this conversation is a must-listen.Chapters(00:00) Why Venture Capital Demands a Strategic Approach(02:00) Common Pitfalls in Early Stage Investing(04:00) Power Law Dynamics and Portfolio Construction(07:00) Importance of Diversification and Manager Selection(09:00) Vintage Year and Sector Diversification StrategiesConnect with UsCall or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the dynamic world of private market investing. Together, they explore the explosive growth of private markets, the distinct strategies that separate institutional investors from individual ones, and the myths and realities of access to exclusive opportunities. Discover why diversification, data analysis, and a disciplined approach matter more than chasing the next hot startup. Whether you’re curious about the potential of private markets or looking to refine your investment playbook, this discussion offers practical wisdom and sharp insights you won’t want to miss.Connect with UsCall or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Introduction to Private Market Investing(01:00) Growth and Complexity of Private Markets(03:00) Institutional Approach Versus Individual Investing(05:00) Access and its True Value(08:00) Importance of Data and Base Rate Probabilities(09:00) Pitfalls of One-Off and Product-Driven Investing(11:00) Diversification and Building a Playbook

In this special holiday episode of AWM Insights, Justin Dyer and Mena Hanna reflect on recent market volatility and the power of gratitude in investing. They discuss why market sell-offs are a natural—and even beneficial—part of the long-term wealth journey, sharing stories drawn from real client experiences and hard-earned expertise. With a focus on aligning investment strategies to life priorities and managing emotional responses to market swings, this episode offers a human-centered perspective to help you stay confident and purposeful, no matter the market’s direction. Tune in for fresh perspective and practical wisdom as you head into the holiday season.Connect with UsCall or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Reflecting on Recent Market Volatility(02:48) Gratitude for Market Downturns and Long-Term Gains(04:16) Investing for Life Priorities(06:16) Navigating Emotions in Investing(07:13) Human-Centered Approach and Client Gratitude

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the latest volatility in global markets and discuss what it really means for investor portfolios. Together, they explore the key forces driving market swings—from sticky inflation and central bank policies to shifting sentiment around tech stocks and cryptocurrencies. With candid insights and practical analogies, Justin and Mena reveal why volatility is not the enemy but a necessary part of building long-term wealth. Whether you’re worried by red numbers or tempted to chase market trends, this conversation offers a steady-handed playbook for making sound investment decisions under uncertainty.Connect with UsCall or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Market Volatility and Recent Performance(02:00) Forces Driving the Current Market(05:00) Shifting from Optimism to Realism(06:00) The Role of Risk and Volatility in Investing(08:00) Singles and Doubles Versus Chasing Home Runs(09:30) Making Good Decisions Amid Uncertainty(10:45) Sticking to Your Investing Playbook

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna wrap up their series on winning through disciplined investing and sound decision-making. They break down why a strong defense—both in sports and in your portfolio—is the bedrock of long-term success and multi-generational wealth. Through candid insights and relatable sports analogies, Justin and Mena reveal how defensive strategies, diversification, and resilient processes give families the edge to thrive, with stories and practical play-calling advice you can apply right now. Tune in to learn how to build a championship-winning plan for your wealth and legacy.Connect with UsCall or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Defensive Strategy Wins Championships(02:50) Building a Playbook for Investing(04:03) Bonds and the Role of Defense(06:40) Diversification as Offensive Defense(07:38) Decision-Making and Play Calling(10:23) Discipline and Multi-Generational Confidence

Join Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna as they break down the art of building a resilient investment portfolio in this episode of AWM Insights. Shifting from high-risk “big shots” to the consistent power of singles and doubles, Justin and Mena unpack why steady performance in public markets forms the backbone of lasting wealth. Drawing lessons from Major League Baseball and real-world market data, they reveal why chasing the hottest stocks seldom pays off—and how strategic diversification sets you up to win over the long run. If you want actionable advice grounded in expertise and real-life analogy, this episode is for you.Connect with UsCall or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Shifting Focus to Singles and Doubles(02:00) Consistency as Portfolio Backbone(04:00) Lessons from Baseball and Market Probabilities(06:00) Dispelling Myths About Big Winners(08:00) Building a Diversified, Data-Driven Lineup(11:00) Avoiding Weak Links Through Diversification(12:00) Attention to Nuanced Details and Small Ball Strategies

Join hosts Justin Dyer and Mena Hanna as they break down what it means to take the right shot in your investment playbook. This episode focuses on when and how to aim for big growth opportunities, balancing dependable moves with bold plays like venture capital. Listen in for expert guidance on building a well-structured portfolio, knowing when to take risks, and how to avoid costly pitfalls—all delivered through relatable stories from the world of sports and investing. Whether you’re planning for long-term success or seeking an edge with your next big move, this conversation covers the strategies every forward-thinking investor should know.Connect with UsCall or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Defining Winning and Strategic Big Plays(01:00) Balancing Predictable and High-Growth Investments(04:00) Building the Foundation Before Taking Risks(05:00) Choosing the Right Asset Classes for Growth(07:00) Approaching Venture Capital with Discipline(09:00) Evaluating Costs and Terms in Direct Investments

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna tackle the real-life decisions that set elite athletes—and successful investors—apart from the crowd. They break down why focusing on process beats chasing short-term hype, sharing strategies for navigating market fads, clarifying your financial goals, and building a decision-making framework built for lasting results. Listeners will walk away with concrete techniques for making disciplined, high-quality choices that compound over time, both on and off the field. Tune in to learn how a proven playbook can help you win, not just in the markets, but in life and legacy.Connect with UsCall or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Playing the long game and real-life investment scenarios(02:00) Using a structured decision framework(03:00) Clarifying goals and evaluating decisions(05:00) Focusing on process over short-term outcomes(07:00) Probability, confidence, and quality in investments(09:00) Applying the framework to personal financial situations(10:00) Avoiding risky shortcuts and compounding quality decisions

Join Chief Investment Officer Justin Dyer and portfolio manager Mena Hanna as they break down what it really means to win in investing. This episode challenges the fixation on returns, spotlighting how true success comes from defining your personal goals and building a disciplined process. With relatable stories from sports and investing, Justin and Mena offer practical advice for making decisions that build lasting wealth and legacy. Tune in to learn how to craft a winning playbook for your family's financial future.Connect with UsCall or test us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Rethinking winning in investing(01:00) Defining personal success and legacy(04:00) The power of process over outcome(06:00) Overcoming behavioral biases and hype(07:00) Clarifying goals and measurement(09:00) Intentional decision making for what matters most

In this episode of AWM Insights, Justin Dyer and Mena Hanna break down the buzz around gold hitting all-time highs and the narratives that drive interest in alternative assets like crypto, collectibles, and NFTs. They challenge popular beliefs about gold as an inflation hedge and explore why traditional investments with real cash flows stand the test of time. With memorable stories and sharp analysis, this episode offers a seasoned perspective on navigating hype cycles and building a portfolio grounded in substance rather than speculation. Tune in if you want to sharpen your strategy and learn what truly matters in long-term wealth creation.Connect with UsCall or test us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Gold at all-time highs(03:00) Understanding value without cash flow(05:00) Gold as inflation hedge myth(06:00) Bitcoin and digital gold comparisons(07:00) Blockchain technology versus speculation(08:00) The risks and realities of collectibles(11:00) Dangers of narrative-driven investments

Join AWM’s Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna as they break down the latest quarter’s market performance, tackle the headline-grabbing government shutdown, and explore how different generations approach investing. Drawing from historical data and lived experience, they separate economic noise from true market drivers and share the timeless role of discipline in building long-term wealth. If you want an inside track on how market pros think about volatility, generational perspective, and building a resilient portfolio, this episode packs strong opinions and practical insights you can use. Tune in for advice that cuts through the noise and helps you stay focused on what matters most for your financial future.Connect with UsCall or test us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:01) Quarter-end review and market performance(01:59) Government shutdown and market impact(04:16) Generational perspectives on investing(09:47) Importance of discipline and foundational strategy

Join Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna as they tackle one of the most common—and misunderstood—questions in wealth management: how should your investment approach shift as your income and wealth grow? Drawing from the world of professional athletes, Justin and Mena break down the discipline needed at every stage, from starting out to building multi-generational wealth. They share straightforward frameworks, practical analogies, and offer expert insights into aligning investments with your life’s milestones. If you want to learn how to create a playbook for sustainable, lasting wealth, this episode is for you.Connect with UsCall or test us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Discipline at Every Wealth Stage(01:50) Earnings Window and Mistake Impact for Athletes(03:54) Applying Maslow’s Hierarchy to Portfolio Construction(05:24) Building Investment Portfolios Like a Home(07:10) Foundations, Extensions, and Sizing Investments(10:30) Aligning Risk and Timing With Goals

In this episode of AWM Insights, Chief Investment Officer, Justin Dyer, and Portfolio Manager, Mena Hanna, break down some of the biggest trends dominating market headlines, from the rise of mega-cap tech stocks to the renewed buzz around gold. Together, they cut through the noise with expert analysis and real data, offering perspective on temptations like investing heavily in the hottest companies or chasing the next big thing. If you want to understand what really drives long-term investing success and why discipline beats FOMO every time, this episode delivers clarity and actionable insight for anyone looking to build and protect generational wealth.Connect with UsCall or test us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Trends in headline investing(03:48) Concentration in mega-cap tech stocks(09:08) US exceptionalism and global diversification(14:03) Gold’s resurgence and investment utility(18:18) Discipline over chasing fads

In this episode of AWM Insights, Chief Investment Officer, Justin Dyer, and Portfolio Manager, Mena Hanna, break down the impact of interest rates on financial markets. They unravel how changes from the Federal Reserve shape everything from your investment portfolio to everyday borrowing decisions, offering relatable analogies that make complex topics easy to understand. With practical advice on refinancing and thoughtful discussion around the nuances of rate cuts, this episode gives listeners clear, actionable guidance in a shifting economic environment. If you want to understand what today’s interest rate moves really mean for your wealth, this conversation is worth a listen.Connect with usCall or text:  626-862-0355Website: https://www.athletefamilyoffice.com/Instagram: https://www.instagram.com/awmcapital/LinkedIn: https://www.linkedin.com/company/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) The role of interest rates in financial markets(01:44) Recent trends and impacts of interest rate changes(03:41) The Federal Reserve’s priorities and mandates(05:54) Refinancing and personal debt decisions

Join AWM's CIO, Justin Dyer, and Portfolio Manager, Mena Hanna, as they break down the realities of hype versus habits in long-term investing. Drawing on stories from professional sports and first-hand experience working with athlete families, they explore why tempting trends and viral schemes rarely pay off, while steady discipline and strategic planning create lasting wealth. This episode reveals the pitfalls of get-rich-quick fads, the pressure unique to pro athletes, and the proven power of compounding for multi-generational success. If you want to separate financial fact from viral fiction, this episode offers clarity—and a winning game plan.Connect with usWebsite: https://www.athletefamilyoffice.com/Instagram: https://www.instagram.com/awmcapital/LinkedIn: https://www.linkedin.com/company/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:01) Hype cycles and influence of social media(02:11) The lure of get-rich-quick schemes(04:30) The risks and realities behind fads(05:17) Unique challenges for athlete wealth(07:34) The discipline of compounding and process(10:01) Aligning incentives with long-term goals(13:30) Consistency over chasing home runs in investing

Join AWM Capital’s Justin Dyer and Mena Hanna as they tackle the hot topic of copying the trading activity of politicians in today’s polarized climate. Together, they break down the data behind headline-grabbing performance claims, explore real-world examples like political ETFs, and reveal why timing, transparency, and changing regulations make these strategies unreliable. This episode offers a candid look at the pitfalls of politicized investing and underscores what actually drives long-term, multi-generational wealth. If you’ve ever wondered whether you should follow lawmakers’ moves in the market, you won’t want to miss this deep dive.Connect with usWebsite: https://www.athletefamilyoffice.com/Instagram: https://www.instagram.com/awmcapital/LinkedIn: https://www.linkedin.com/company/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) The hype around copying politician trades(01:02) Challenges of implementing trading strategies(03:09) Data limitations and unreliable replication(06:01) Real-world performance of political ETFs(08:53) The dangers of politicized investing(09:57) Regulatory changes and shifting rules

Join hosts Justin Dyer and Mena Hanna as they tackle two of the most pressing questions on the minds of today’s investors: Can AI truly beat the market, and what does it really mean to strikeout on an investment? Drawing on real market data and experience guiding athlete families, they break down persistent myths around algorithmic trading and market efficiency, then redefine what success—and failure—should look like in your portfolio. Whether you’re curious about the power of AI or looking to sharpen your long-term strategy, this episode delivers expert perspectives and practical wisdom to help you play the wealth management game for lasting results.Connect with usWebsite: https://www.athletefamilyoffice.com/Instagram: https://www.instagram.com/awmcapital/LinkedIn: https://www.linkedin.com/company/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Addressing client questions in wealth management(00:49) Can AI trading outperform the market(02:45) How market efficiency shapes returns(06:00) The reality of seeking market inefficiencies(07:52) Defining striking out in investing(09:00) Managing risk through diversification and discipline(11:12) Importance of compounding and consistent strategy

In this episode of AWM Insights, hosts Justin Dyer and Mena Hanna take you inside the world of financial fads, from the dot-com bubble to the latest meme stocks and cryptocurrencies. Together, they break down why hype-driven trends can be so tempting—and so costly—for investors seeking long-term, multi-generational wealth. Discover practical strategies to separate substance from speculation and learn a proven framework for evaluating new opportunities in today's attention economy. If you're serious about preserving and growing your family's wealth, this episode delivers the key insights to help you play the stay-wealthy game with discipline and confidence.Connect with usWebsite: https://www.athletefamilyoffice.com/Instagram: https://www.instagram.com/awmcapital/LinkedIn: https://www.linkedin.com/company/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapter Outline(00:00) Understanding financial fads and short-term hype(01:41) Historical examples of investment fads(05:34) Emotional triggers and herd mentality(08:59) Why investment fads ultimately fail(12:54) Framework for analyzing new investment opportunities(16:29) Importance of ethics and diligence in investing(17:33) Playing the stay wealthy game

Step into this week's episode as Brandon Averill, AWM CEO, takes the host chair and teams up with AWM portfolio manager, Mena Hanna, for a fast-paced session answering clients’ most pressing investing questions. Together, they unpack the realities of S&P 500 exposure, the long-term power of global diversification, and why compounding outpaces gold and real estate over time. The conversation also covers interest rates, currency moves, and the impact of tariffs, giving listeners actionable insights with a dash of humor and candor. Whether you’re working to build generational wealth or simply want a clearer financial playbook, this episode delivers practical wisdom you won’t want to miss.Connect with usWebsite: https://www.athletefamilyoffice.com/Instagram: https://www.instagram.com/awmcapital/LinkedIn: https://www.linkedin.com/company/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapter Outline(00:00) Rapid fire investing questions(01:15) S&P 500 in client portfolios(03:21) Stock market versus gold and real estate(06:43) Interest rates and portfolio impact(10:25) The case for global diversification(12:59) Tariffs, news, and long-term thinking(14:35) Client engagement and setting the agenda

In this episode of AWM Insights, Justin Dyer and Mena Hanna trade rapid-fire takes on the week’s headlines—from the astonishing surge of Figma’s IPO to the risks and realities of market speculation. They break down what every athlete and investor should know about protecting wealth in short earning windows, demystify crypto, and tackle common market myths with seasoned perspective. Whether you’re curious about the latest trends or looking for playbook-driven advice to grow your legacy, this discussion offers practical wisdom and timely insights for navigating today’s financial landscape. Tune in for expert opinions, relatable stories, and a fresh take on owning your wealth.Connect with usWebsite: https://www.athletefamilyoffice.com/Instagram: https://www.instagram.com/awmcapital/LinkedIn: https://www.linkedin.com/company/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapter Outline(00:00) Rapid-fire market Q&A format(00:45) Surging IPO market activity(01:39) Athletes and financial discipline(03:26) Decoding crypto in plain language(04:52) Investment myths and realities(06:51) Interpreting surprising economic data(08:11) Staying disciplined amid market hype(09:38) Nuanced stance on crypto assets(10:55) Opinion versus emotional reaction

In this episode of AWM Insights, Justin Dyer and Mena Hanna break down the current state of crypto, separating substance from speculation while navigating the recent resurgence in the digital asset space. Together, they discuss the real opportunities and pitfalls, from the cyclical booms and busts to new industry risks—including evolving security threats and quantum computing. With practical stories and the seasoned perspective of investment professionals, you’ll gain a framework for distinguishing short-term hype from long-term value in crypto and Web3. Whether you’re crypto-curious or managing multi-generational wealth, this conversation sheds light on how to think strategically about digital assets in today’s ever-shifting landscape.Chapter Outline(00:00) Crypto returns to the spotlightThe conversation opens with the renewed attention on crypto markets, driven by recent headlines and the cyclical nature of the asset class. The hosts set the stage for a broad, nuanced discussion rather than focusing on any specific coin, explaining that crypto has re-entered mainstream conversations amid rising prices and speculation.(01:45) Market cycles and volatilityThe discussion highlights crypto’s history of dramatic booms and busts, referencing previous “crypto winters” and emphasizing the extreme volatility inherent in these markets. The hosts caution listeners to keep the risks in mind and not get swept up by hype, pointing out how many projects have collapsed and how holding through drawdowns requires strong discipline.(03:40) Legislation and speculative maniaThis segment covers the two key trends fueling current market dynamics: pro-crypto legislation in the US and India (notably with stablecoins) and a broader resurgence in speculative behavior. The hosts note both legitimate developments and meme-driven hype, describing how certain areas like stablecoins represent valid use cases amid a sea of speculation.(06:30) Security risks and quantum threatsAttention turns to the heightened risk of hacks as crypto values soar, underscoring how loss of digital assets, whether from inadequate storage or potential technical advances like quantum computing, remains a significant but often underappreciated risk compared to holding traditional securities.(07:25) Picks and shovels investment approachThe hosts describe their preferred approach: investing in infrastructure and ancillary businesses that support crypto activity, such as real estate for mining operations and companies producing critical hardware like Nvidia, rather than directly speculating on coins. This strategy emphasizes backing companies with tangible utility in the ecosystem.(10:00) Focus on value creation versus speculationRounding out the discussion, the hosts stress the importance of investing where fundamental value is created—such as blockchain applications and private companies enabling tokenization—rather than chasing speculative trades in tokens without clear utility. They draw parallels to gold and emphasize the difference between long-term disciplined investing and short-term speculation, reiterating their commitment to long-term value and prudence in the face of crypto cycles.Keywords: crypto, crypto cycles, digital assets, speculation, investment strategy, generational wealth, Web3, stablecoins, blockchain, security risks, quantum computing, private markets

In this episode of AWM Insights, hosts Justin Dyer and Mena Hanna turn their attention to newly minted professional athletes stepping onto the big stage. Drawing on fresh examples from the MLB draft and insights inspired by Warren Buffett, they share practical, data-driven advice on building lasting wealth, tuning out financial noise, and setting purposeful intentions for both money and legacy. The conversation delivers clear pillars for financial discipline and resilience, making this episode a must-listen for anyone serious about securing their future—on and off the field.Chapter Outline(00:03) The journey begins for new professional athletesThe discussion opens by congratulating newly drafted professional athletes and acknowledging the rare accomplishment of reaching the professional level. The hosts pivot to address the wealth management challenges and opportunities that come with this transition, promising tangible advice rooted in more than clichés.(01:43) Building multi-generational wealth through disciplineThe conversation turns to the financial potential available to athletes at the start of their careers, drawing parallels to Warren Buffett’s journey and emphasizing the power of compounding, intentional decisions, and disciplined saving. The hosts highlight that with the right approach, athletes can establish financial foundations that last for generations.(03:26) Tuning out noise and focusing on fundamentalsA data-driven approach is encouraged, warning athletes about distracting financial narratives and consumerist culture. Listeners are urged to ignore hype and short-term market drama and instead work with their advisors to build a robust, diversified financial structure that supports long-term stability.(05:31) Setting intention and aligning investments with valuesAthletes are reminded of the importance of clarifying personal priorities and being intentional with their money—whether that’s legacy-building, philanthropy, or supporting family. The hosts stress that clear intention must guide investment choices, and that direction may evolve over time.(08:03) Four pillars of enduring financial successThe discussion crystallizes into four key reminders: maintain discipline both on and off the field, practice unwavering diversification, invest in personal well-being and in building a solid support team, and cultivate resilience to weather economic ups and downs. Establishing purpose and defining a desired legacy anchor these pillars.(10:45) Embracing the long game and the basicsThe episode closes with the reminder that wealth building is a marathon, not a sprint—new professionals are just at the start of a long journey. Mastering core principles and returning to data-driven basics are essential for anyone committed to achieving and sustaining long-term wealth.

In this episode of AWM Insights, hosts Justin and Mena explore how simple, steady habits can lay the groundwork for lasting multi-generational wealth. Drawing on investment legends like Warren Buffet and proven lessons from mental performance experts, they discuss why foundational behaviors—from automated savings to family conversations—are more powerful than flashy market moves. Whether you’re building your financial legacy or looking for practical steps to level up your money game, this conversation delivers actionable insights and the motivation to own your wealth with intention. Tune in to discover how the little things, practiced daily, make all the difference for today and tomorrow.Chapter Outline(00:00) The Power of Tiny HabitsThe episode opens with a focus on how small, consistent habits are the underlying force behind building significant wealth that endures for generations. The hosts discuss parallels between investing, personal development, and the science of habit formation, referencing James Clear’s "Atomic Habits" and proven strategies from top investors.(03:00) Long-Term Investment Success StoriesUsing Warren Buffet as an example, the discussion highlights how patient, disciplined investing—rooted in steady habits and a solid foundation—generates outsized results over time. The importance of starting early and compounding simple behaviors is emphasized, especially for young, high-earning clients.(05:00) Building Foundations Through SystemsAutomated savings, disciplined investing, staying within a budget, and scheduled family meetings are presented as actionable pillars of a successful wealth strategy. Habitual practices such as gratitude and generosity are framed as key components in fostering a positive wealth mindset and ensuring values are passed down.(07:00) Ownership and Collaborative StewardshipListeners are encouraged to take an active role in their financial journey, owning their outcomes while leveraging expert guidance. The conversation underscores that while technical advisors set the framework, true wealth creation depends on daily discipline and responsible choices within the family dynamic.(09:00) Daily Practice and Values AlignmentThe episode closes with a call to integrate foundational habits and value-driven thinking into everyday routines. The hosts urge listeners to consistently practice these principles, blending human and financial capital management, in order to sustain a thriving family legacy across generations.Keywords: generational wealth, wealth habits, financial legacy, investment strategies, family office, multi-generational planning, automated savings, financial discipline

In this episode of AWM Insights, Justin and Mena break down the surprising twists of Q2, reflecting on how international and emerging markets have outpaced the US, and what that means for portfolio performance. With practical stories and real data, they explore the impact of currency shifts, the dangers of emotional investing, and the high cost of sitting in cash during turbulent times. Whether you’re a seasoned investor or just leveling up your wealth game, this conversation delivers timely perspectives and clear, actionable advice to help you keep your long-term strategy on track. Tune in for a candid assessment of the market’s latest moves—and the discipline it takes to win beyond the headlines.Chapter Outline(00:00) Reflecting on Q2 Market HighlightsJustin and Mena open with a candid review of the second quarter, noting its positive momentum compared to the first quarter, and introducing major events like the April tariff-driven “Liberation Day” selloff. They frame this as a pivotal period for reassessing and setting expectations for the rest of the year.(01:45) Global Diversification Pays OffMena highlights how international developed and emerging markets outperformed the US, thanks in part to a weaker dollar. This surge illustrates the importance of robust global diversification, which has delivered significant returns for those not overly concentrated in US markets.(04:00) Currency Dynamics and Investment ImpactThe team explores the relationship between currency movement and portfolio returns, explaining how a depreciating US dollar has bolstered overseas investments and provided an extra lift for investors diversified beyond the US.(05:00) Discipline Over Emotion During VolatilityJustin and Mena stress sticking to a disciplined, long-term plan rather than reacting to market swings or headline news. They discuss the pitfalls of timing markets based on emotions or political events, emphasizing data-driven decision-making to avoid costly mistakes.(07:30) Dangers of Staying in CashThey warn against moving assets into cash during uncertain times, citing real examples where such moves not only miss market rebounds but also lose purchasing power to inflation. The conversation points out the compounding harm this can cause to long-term wealth.(09:00) Long-Term Focus and Human-Centered StrategyThe episode closes with a reminder that investing is fundamentally about supporting life goals and family priorities—not beating short-term trends. Justin and Mena urge listeners to maintain a long-term perspective, applying these core principles even as uncertainty remains in the broader economy.Keywords: international markets, emerging markets, Q2 market review, global diversification, wealth strategy, discipline in investing, market volatility, cash risks, currency impact, AWM Insights

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna take a direct approach to the week’s surging headlines, reminding listeners why the discipline of long-term investing is fundamental to the 100-year family operating system. With noise coming from all angles—markets, media, world events—the conversation zeros in on the habits that separate families who build multi-generational wealth from those who lose focus. If you’re playing for legacy, not headlines, this episode steers you straight to the core: Success comes from staying process-driven and resilient, not reacting to the news cycle.Key Highlights:The world is full of noise—staying committed to your long-term plan is how multi-generational families rise above headlines and distractions.The free-throw analogy: Just as elite players block out the roar of a packed arena to hit their shot, disciplined investors tune out short-term chaos and execute their plan.Market turbulence and unexpected events are guaranteed—accepting that reality is crucial; that turbulence is exactly why disciplined investors earn higher long-term returns.Most investors fall short because they react emotionally—selling on fear, buying on greed, or staying stuck in cash. Those chasing the scoreboard rarely win the championship.“Focus on process over outcome,” as Brian Kane counsels—championship teams, and families stewarding real wealth, invest in stewardship and controlling what they can.For more visit: https://www.athletefamilyoffice.com/

On this episode of AWM Insights, Justin and Mena bring steady leadership to a field rattled by Middle East conflict, the ongoing war in Ukraine, and an uptick in domestic political noise. They walk through how to handle volatility like a pro: keep to the playbook, don’t let emotions call the plays, and remember the data that champions long-term discipline. For families with a lot on the line, this is a conversation about keeping your strategy sharp when the headlines threaten to take you off your game.Key HighlightsOil prices and market swings driven by global tensions are short-term shocks—a single tough play, not the whole season.Discipline wins championships: Sticking to your strategy is essential, even when the news cycle feels relentless.Missing even one of the best days in the S&P 500 over three decades can cut your returns significantly—staying invested is how you stay in the game.Letting political views dictate portfolio decisions is a losing strategy; historical data shows no party holds the keys to market success.Market uncertainty creates opportunity; risk is the ingredient that makes long-term returns possible.Focus on what you can control, stay invested, and tap your team for real answers—not reactions.

This episode of AWM Insights drills into what it takes to stay disciplined when markets demand your attention and speculation is the talk of the day. Our hosts, Justin Dyer and Mena Hanna, break down the latest equity rally, spotlight a shifting fear-to-greed cycle, and take listeners through real stories—one investor who mistimed the market and another convinced he’d outsmarted it.With clarity and AWM’s signature team mindset, the discussion unpacks crypto headlines, the pitfalls of hope-driven bets, and why long-term investing is about preparation, not prediction.Key HighlightsAnalysis of recent performance in US and global equity markets and emerging risk-on sentimentDiscussion of shifting investor emotion from fear to greed and how this cycle impacts decision-makingTwo investor anecdotes: one who quickly exited public equities during uncertainty, only to miss the recovery, and another who placed a lucky single-stock bet—skill or just fortune?The discipline imperative: “your scorecard...is not going to look too hot if you react to every single event that happens”Building the right team: “if you try starting a quarterback without a helmet, that's probably not gonna go too well. You'll probably have an Aaron Rodgers situation there where the player plays for four downs, and that's absolutely it”Clear-eyed view on speculative investing, especially in crypto and Bitcoin: “hope is not an investment strategy” and speculation as a “weekend hobby”AWM’s perspective on blockchain: investing with a “picks and shovels approach” through private markets and companies using the technologyFor more head to https://www.athletefamilyoffice.com/

May delivered the S&P 500’s strongest month in three decades, catching most experts flat-footed. In this AWM Insights episode, the team unpacks why disciplined, integrated investing—not predictions or gut feelings—can set your investing apart across decades of market cycles. With stories from the trenches of financial turbulence and reminders of how emotional decisions sabotage legacies, this conversation stays grounded in the essentials: stick to the playbook, trust diversification, and let evidence—not headlines—call your shots. The episode wraps with a clear-eyed take on gold, crypto, and why “boring” often wins championships when everyone else is chasing hype.Key highlightsThe S&P 500 surged 6% in May—an outlier month that shows even slow seasons can contain game-changing rallies most never see coming.Timing the market isn’t a strategy, it’s a gamble; discipline and long-term focus win out over predictions and headlines, as reinforced by every cycle.Emotional choices—like selling in panic or buying the rally—lead most investors to miss crucial recovery days and endure deep drawdowns; AWM’s playbook is built to prevent those mistakes.Gold’s rise is driven by speculation, not utility; AWM avoids direct gold allocations, preferring companies (like gold miners) that create measurable value.Crypto earns a spot in the conversation—not for speculative trading, but for its foundational technology and carefully selected private investment exposure.Diversification remains the “free lunch.” In practice, it is how seasoned teams weather volatility, capture rebounds, and keep families positioned for the enduring advantage that defines a 100-year legacy.For more, head to www.athletefamilyoffice.com.

It's the final episode in our mini-series exploring how to build a best-in-class, human-centered portfolio.This time we're discussing the essential asset classes you need in your investment portfolio.From cash and fixed income to public equities, real estate, and private markets, each asset earns its seat not by tradition, but by its role in stewarding your family’s mission and values. The episode gives listeners a clear-eyed, front-office perspective on integrating every building block—crafting a playbook designed to build and sustain a multi-generational legacy.Key highlightsAsset classes unpacked as a team roster: cash as the essential starting spot, fixed income as defensive backbone, public equities as core growth engine, real estate as a blend of income and appreciation, and private markets as special teams bringing an extra edge when handled by the right experts.The analogy of Maslow’s hierarchy—meeting foundational needs first with cash and fixed income before scaling for growth—with practical guidance on moving from protection to opportunity, one layer at a time.Real talk on risk management: thoughtful scaling according to time horizon, and why patience, discipline, and compounding always outperform chasing the next hot play.The necessity of diversification—across sectors, geography, and company size—to avoid concentration risk and shape a portfolio built to navigate market shifts and changing priorities.Private equity and venture capital as high-impact alternatives: when they belong in the mix and how expert selection can separate career-defining wins from costly losses.The “casino” analogy as a teaching tool: how a data-driven, systematic investment process stacks the odds for you, focusing on efficient, confidence-based decisions over speculation—turning investing from a gamble into a disciplined game plan.For more visit www.athletefamilyoffice.com

In this latest episode of AWM Insights, we continue our exploration of building a best-in-class investment portfolio, this time by focusing on a human-centered approach. A human-centered approach moves beyond traditional benchmarks to emphasize the importance of identifying a clear purpose for investing, with money viewed as a tool—a ticket—to help you achieve your unique life goals.We also tackle the practical side, showing you how portfolios can be intentionally structured and continually adapted to support what matters most to you and your family.Key HighlightsDefining a human-centered portfolio and examining why understanding your personal “why” is essential for effective investing.Using the analogy of money as a ticket, not the destination—ensuring financial decisions are grounded in your unique values and objectives.Exploring the drawbacks of comparison and media-driven trends, and how these can introduce anxiety and misalignment.Translating individual goals into actionable strategies—creating sub-portfolios or “buckets” to fund specific priorities such as children’s education or other family milestones.Stressing the importance of continuous portfolio review and adjustment to ensure that your approach remains aligned as your life evolves.For more visit awmcap.com.