AWM Insights Financial and Investment News

In Part 3 of our conversation with Roger Ferguson Jr., former Vice Chairman of the Federal Reserve and former President and CEO of TIAA, we get tactical. We ask his opinion about Odell Beckham Jr.'s claim that $100 million isn't enough to build generational wealth, and Ferguson agrees and disagrees in the same breath: the number is real, but the math of a multi-generational family changes everything. From there, the conversation moves through diversification, spotting real opportunity versus hype, the investing mistakes he'd never repeat, and the mentors who shaped how he thinks about wealth. He closes with the phrase he'd put on a billboard for the next generation: and it isn't about money at all.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] Ferguson's advice to his 20-year-old self: save relentlessly and start now[01:39] Is $100 Million Enough?[04:13] Diversification As A Discipline[07:01] Spotting Real Opportunity vs. Hype[10:45] Investing Mistakes He Wouldn't Repeat[13:38] Mentors, EQ, and IQ[15:28] Ferguson's closing wisdom for the next generation

In Part 2 of our three-part series, Roger Ferguson Jr. gives his unfiltered read on the Fed's credibility under new Chair Kevin Warsh, compares today's AI investment boom to the dot-com bubble he watched unfold as Fed Vice Chairman, and shares what actually worries him about the future of capitalism.Connect with Us:Call 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] The state of the Fed under new Chair Kevin Warsh[01:02] The Fed's five-year miss[03:13] How much patience the market will give the new chair[04:46] AI vs. the dot-com bubble[08:17] Where systemic risk actually sits this time[09:17] The Fed's blind spot[10:32] What Ferguson is optimistic about[10:59] What keeps him up at night

Roger Ferguson Jr. has held two of the most consequential seats in American finance: Vice Chairman of the Federal Reserve and, later, CEO of TIAA, where he nearly tripled assets under management while steering the company through the Global Financial Crisis, COVID, and more.In Part 1 of our three-part conversation, Roger traces the dining-room-table discipline that shaped him, his philosophy on raising kids who earn their own confidence, and the preparation habits that turned "Roger who?" into the Fed's second-most-powerful voice in under two years, all the way through to the values-driven investing chapter he's building now.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[00:02] The Dining Room Table[00:08] Money As A Tool, Not A Scorecard[00:16] Sweeping The Shed At Harvard[00:22] Raising Kids Who Earn Their Confidence[00:29] Meeting His Wife and Co-CEO[00:34] From "Roger Who?" To Vice Chairman of the Fed[00:47] Compete, Don't Compare[00:52] Taking Over TIAA In The Eye Of The GFC[01:04] Knowing When To Leave[01:09] What's Next[01:12] Do Well And Do Good#RogerFergusonJr #FederalReserve #TIAA #1hundredyearfamily #generationalwealth #financialliteracy #crisisleadership #deferredgratification #GlobalFinancialCrisis #mentalperformance #AWMCapital #AthleteFamilyOffice

In this episode of AWM Insights, Justin Dyer and Mena Hanna take you behind the headlines to dissect why great products like Nike don’t always translate to great investments. They break down recent events in the world of apparel stocks, share stories that resonate with athlete families, and dig into the pitfalls of hype-driven investing. Packed with sharp data points, memorable anecdotes, and proven wisdom, this episode challenges conventional thinking and emphasizes the timeless value of patience, discipline, and diversification for building multi-generational wealth. Tune in for practical lessons that will strengthen your family's long-term financial game plan.Chapters(00:00) When Great Products Don’t Mean Great Investments(02:00) Nike’s Wild Ride and Valuation Lessons(06:00) The Trap of Hype and Headline Chasing(09:00) The Importance of Patience and Discipline(11:00) Long-Term Returns and Diversification WisdomConnect 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 hosts Justin Dyer and Mena Hanna as they unpack a common investing misconception: the idea that loving a product means it’s a great investment. Using real-world examples like Rivian, Peloton, and GoPro, they illustrate why strong business fundamentals matter far more than popularity or hype. The conversation provides practical questions every would-be investor should ask and reveals why even boring businesses can outshine the flashiest brands. If you’ve ever been tempted to invest in a company just because you’re a fan, this episode is your playbook for making smarter decisions.Chapters(00:00) The Myth of Good Products as Good Investments(02:00) Business Models and Competitive Dynamics(05:00) Private Investments and Direct Involvement(06:00) Assessing Profitability and Market Demand(08:00) Competitive Advantage and Market Moats(10:00) The Importance of Liking the Product Versus Business Fundamentals(13:00) Boring Businesses Can Be Top Investments(14:00) The Product as the Tip of the IcebergConnect 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, we tackle the spectacular rise and dramatic fall of the Situational Awareness hedge fund, unpacking the real risks behind headline-making returns. Through memorable stories and market expertise, we break down the dangers of leverage, the pitfalls of chasing hot managers, and the hard truth about luck versus skill in investing. Tune in for candid insights on what it really takes to build wealth that lasts for generations and why the smartest plays are often the most disciplined.Chapters(00:00) The Rise and Fall of a Hedge Fund(02:00) The Dangers of Leverage and Concentration(06:00) Chasing Hot Managers and Returns(07:00) Long-Term Wealth versus Short-Term Outperformance(10:00) Luck versus Skill in Investing(13:00) Leverage: Risks and Real Estate(15:00) Building for the 1Hundred 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, Justin Dyer and Mena Hanna set the stage for an in-depth conversation with former Federal Reserve Vice Chairman Roger W. Ferguson Jr. The duo unpacks why inflation is at the heart of investing and how the Fed’s decisions ripple through every family’s financial playbook. With global stories, personal experience, and a closer look at Roger Ferguson’s unique journey in both markets and family legacy, this episode delivers expert insight for anyone looking to build and protect generational wealth. Tune in to discover how understanding the Fed and mastering purchasing power can shape your path as a 100-year family.Chapters(00:00) Introducing the Fed and Upcoming Interview(01:00) Why Inflation Drives Everything(02:37) Preserving Purchasing Power(04:19) Global Examples of Inflation’s Impact(05:24) The Fed’s Dual Mandate(07:00) Roger Ferguson’s Unique Perspective(08:00) Building 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/

Join AWM Capital’s Justin Dyer and Mena Hanna as they break down the pivotal role of the Federal Reserve in shaping the U.S. economy. In this episode, the duo explores the origins, mandates, and evolving responsibilities of the Fed, using vivid analogies and real-world examples to illuminate complex topics like interest rates, inflation, and monetary policy. Whether you’re curious about how the Fed’s decisions ripple across investments and everyday life, or just want a clear, approachable take on economic headlines, this conversation offers sharp insights on why the Fed truly matters. Tune in to deepen your understanding of one of the world’s most influential financial institutions.Chapters(00:00) Why the Federal Reserve Matters(01:47) Origins and Purpose of the Fed(03:31) Evolution and the Gold Standard(05:00) The Fed’s Dual Mandate Explained(08:00) Structure of the Federal Reserve System(09:21) The Role of the Federal Open Market Committee(13:07) Impact of Interest Rates on Investors and the 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 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/

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the realities of market cycles and the dangers of investor complacency. Together, they explore why markets don’t always move “up and to the right,” discuss the risks of extended drawdowns, and share practical strategies for protecting what matters most, across your family’s wealth journey. With firsthand market experience and clear, candid conversation, Justin and Mena offer a timely reminder: preparing for volatility is a cornerstone of multi-generational wealth. Tune in for insight you won’t hear from alarmists—just seasoned advice designed to set your family up for the long game.Chapters(00:00) Market Realities and Recent Trends(02:00) Predictions Versus Uncertainty(04:00) The Risk of Complacency(05:00) Protecting Core Priorities(08:00) Diversification and Permanent Loss(11:00) Investing to Achieve Life Goals(13:00) Preparing for Long-Term DownturnsConnect 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 and Mena Hanna as they break down the first half of the year in financial markets, cutting through the noise to reveal what really matters for families focused on long-term wealth. From headline shocks and surprise market rallies to the hype cycle around tech giants and SpaceX, they unpack the most important lessons learned and the pitfalls to avoid. Whether you're building a 100-year family legacy or simply trying to stay disciplined through market ups and downs, this episode delivers sharp insights and expert strategies to help you stay the course. Tune in for a candid, behind-the-scenes look at how seasoned advisors navigate uncertainty and keep their eye on the long game.Chapters(00:00) Reflecting on the First Half of the Year(02:00) Market Dislocation and Performance Surprises(04:00) Limitations of Market Predictions(07:00) Media Hype and Fear-Mongering(09:00) Importance of Discipline and Avoiding Market Timing(11:00) Dangers of Chasing Hype Investments(16:00) Core Principles 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/

Join Mena Hanna and Brandon Averill as they recap powerful lessons from a two-day Annual General Meeting in San Francisco, where the brightest minds in venture capital, tech, and professional sports converged. This episode explores how AI is reshaping the value of intelligence, why human judgment remains irreplaceable, and what it takes to access today’s most exclusive venture opportunities. Packed with remarkable stories, fresh data, and practical wisdom for building multi-generational wealth, you’ll get a front-row seat to the real conversations shaping the future of investing and family legacies. Don’t miss a rare inside look at the relationships, strategy, and vision driving AWM’s approach in this new era.Chapters(00:00) Humans and AI—The Power of Collaboration(04:30) Inside the Annual Venture General Meeting(06:00) Venture Access and the Intellectual Revolution(09:00) Shifting Value and Human Oversight in Investing(14:00) Investing Discipline and Diversification in Tech(19:00) Human Element and Decision-Making in Wealth(21:28) Reflection—Going Inward Before UpwardConnect 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 us for this episode of AWM Insights as portfolio manager Mena Hanna sits down with Roger Ferguson, AWM's venture and private equity specialist and a former professional athlete. Together, they break down the recent SpaceX IPO, exploring what it means for investors—whether you’re early to the game, joining the retail wave, or navigating complex private market access. Roger and Mena share inside stories, sharp perspectives on venture capital, and practical strategies for building lasting wealth while avoiding costly mistakes. If you’ve ever wondered how the pros approach headline-making investments and what really matters when chasing generational returns, this episode is a must-listen.Chapters(00:00) Introducing the Team and Guest Insights(01:34) SpaceX IPO Highlights and Market Dynamics(05:00) Timing and Outcomes for Investors(08:00) Access Strategies and Fee Structures(10:14) Long-Term Approach and Diversification(12:40) Venture Fund Concentration and Market Efficiency(15:23) Retail Investor Impact and LessonsConnect 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, hosts Justin Dyer and Mena Hanna break down the buzz surrounding the historic SpaceX IPO. They examine the mechanics behind the IPO's massive valuation, offer candid opinions on market hype and intentional scarcity, and discuss the psychological traps that lure investors into chasing big headlines. With a clear-eyed look at risk, FOMO, and disciplined investing, this conversation brings professional expertise to one of the most talked-about financial events of the year. Whether you're curious about SpaceX or looking to sharpen your investment playbook, you won't want to miss these timely insights.Chapters(00:00) SpaceX IPO as a Historic Market Event(02:00) Share Structure and Intentional Scarcity(03:40) IPO Pricing Dynamics and Market Patterns(06:20) Hype, Human Behavior, and FOMO(08:30) Fundamentals vs. Valuation Concerns(12:04) AWM’s Long-Term Investing Approach(13:30) The Smart Entry Point and Investment DisciplineConnect 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 unpack the current hype cycle: including the approaching SpaceX IPO at a reported $1.8 trillion valuation and Broadcom's $400 billion market cap loss. And they explain how 100-year families should think about investing when financial physics start to break down. Connect with UsCall or text: 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 — Hype markets, the SpaceX IPO, and what it means for 100-year investors[02:28] State of the Market — Post-Iran recovery, tech ripping, and a recent momentum shift[03:06] Broadcom's $400B Drop — What one guidance update revealed about hype cycle risk[04:43] P/E Ratios Explained — Why 80x earnings doesn't make financial sense; the historical average is 15–16x[06:38] Right-Sizing Your Exposure — Stay diversified, favor attractively valued companies, don't let hype positions run[09:55] The Shohei Analogy — Using your salary cap wisely when building a 100-year portfolio[11:43] The SpaceX IPO — Why playing IPOs is statistically a wealth-erosion strategy[13:44] You've Already Won the Lottery — The core 100-year family frame for navigating hype cycles

This week Justin and Mena tackle the hottest market headlines, from SpaceX's eye-popping valuation to the effects of oil prices and inflation on investor portfolios. Backed by real data and hard-won experience, they break down the numbers, challenge the market hype, and share why disciplined decision-making trumps short-term bets for building 100-year family wealth. If you’re ready for candid opinions, memorable lessons from the field, and strategies to protect your legacy, this episode is a must-listen.Chapters(00:00) Forming Opinions Versus Disciplined Action(01:50) SpaceX Valuation and Market Hype(07:29) Short-Term Oil Prices and Geopolitical Impact(13:00) Fed Funds Rate Expectations and Inflation(15:58) Managing Fixed Income and Portfolio RiskConnect 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 take a close look at IPOs, breaking down what an initial public offering truly means and how it fits—or fails to fit—into a disciplined, generational wealth strategy. They dig into headline-makers like SpaceX and discuss the realities behind IPO “pops,” market timing, and the long-term results data shows for investors. For families thinking beyond the next big story, Justin and Mena share expert perspectives on where real opportunities live and why chasing IPO hype rarely leads to lasting wealth. If you want to understand the true game plan for building and protecting multi-generational prosperity, this episode is essential listening.Chapters(00:00) Understanding IPOs and Public Markets(01:32) How IPOs Work and Access Points(04:40) IPO Day Pops and Lockup Periods(07:31) Challenges of Wealth Building via IPOs(09:36) Systematic Investing in Private and Public Markets(11:00) Early-Stage Access versus Pre-IPO Hype(13:00) Portfolio Strategy and Avoiding Forced BuyingConnect 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 dig into the hype and reality surrounding artificial intelligence and its impact on multi-generational wealth strategies. From the soaring valuations of data centers to the lessons hidden in recent market bubbles, they break down what families should know before investing in AI-driven trends. The conversation brings practical wisdom for long-term investors, highlighting when to tread cautiously, how to diversify effectively, and why the real winners might be the quieter “picks and shovels” businesses. Tune in for a timely, experienced perspective on navigating emerging technology cycles with your legacy in mind.Chapters(00:00) AI Hype and the Hundred-Year Family(01:00) Data Center Demand and Risks(03:31) Valuations, Bubbles, and Investor Caution(06:00) Lessons from High-Profile Speculation(07:52) Venture Capital Strategy and Diversification(10:56) Opportunity in Picks and Shovels Businesses(12:15) Public Markets and Managing ConcentrationConnect 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 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