AWM Insights Financial and Investment News cover art

All Episodes

AWM Insights Financial and Investment News — 251 episodes

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Title
1

U.S. Debt at 100% and Proper Diversification | AWM Insights #251

2

Building Your Boat Before the Storm | AWM Insights #250

3

Al, Bubbles, and the 100-Year Family: Why Diversification Wins | AWM Insights #249

4

Is Private Credit a Popularity Contest? | AWM Insights #248

5

The Ceasefire Bounce: Short-Term Vote or Long-Term Weight? | AWM Insights #247

6

Markets, AI, and What You Can Actually Control | AWM Insights #246

7

Should You Get More Aggressive When Markets Decline? | AWM Insights #245

8

Am I Safe? Building a Portfolio That Can Weather Any Storm | AWM Insights #244

9

Short-Term Chaos, Long-Term Clarity: A Masterclass in Mental Performance | AWM Insights #243

10

Market Myths: Geopolitics vs. Reality | AWM Insights #242

11

Navigating the Uncertainty: Trump Tariffs, Supreme Court Rulings, and Your Portfolio | AWM Insights #241

12

The K-Shaped Economy: All-Time Highs vs. Real-Life Struggles | AWM Insights #240

13

Are Sports Teams the Next Big Investment? | AWM Insights #239

14

2026 Market Lessons: Gold, Bitcoin & Risk | AWM Insights #238

15

The Gold Rush of 2026: Speculation vs. Sound Investing | AWM Insights #237

16

Gold's Run: A Reminder on Investment First Principles | AWM Insights #236

17

Tariff Tantrum 2026: A Market Blip or Something More? | AWM Insights #235

18

Reflect and Refocus | AWM Insights #234

19

Professional Playbooks for Real Estate Investing | AWM Insights #233

20

Accessing Venture Capital Like a Pro | AWM Insights #232

21

Venture Capital | AWM Insights #231

22

Investing in Private Markets Like a Pro | AWM Insights #230

23

Gratitude, Volatility, and a Long-Term Perspective | AWM Insights #229

24

Fear in the Public Markets: How to React During Times of Market Tension | AWM Insights #228

25

Why Defense Wins Championships (in Investing & Sports) | AWM Insights #227

26

Investing in Public Markets – The Importance of Hitting Singles and Doubles in Your Portfolio | AWM Insights #226

27

Taking the Right Shot – How to Strategically Maximize Your Big Play Potential | AWM Insights #225

28

Playing the Long Game: How Elite Athletes—and Investors—Win Through Process, Not Hype | AWM Insights #224

29

Winning Decisions: Building Your Personal Playbook for Success | AWM Insights #223

30

Gold, Art, and Crypto — The Search for Value | AWM Insights #222

31

Foundations of Wealth: What Every Generation Can Learn | AWM Insights #221

32

Wealth in Motion: Going from Paycheck to Paycheck | AWM Insights #220

33

Trends Come and Go But Disciplined Investing Still Wins | AWM Insights #219

34

Interest Rates, Investing, and the Real Cost of Debt | AWM Insights #218

35

Quit Chasing Fads—Win With Legit Habits | AWM Insights #217

36

Should You Copy Politicians’ Trades? | AWM Insights #216

37

Can AI Beat the Market & What Does It Mean to Strikeout? | AWM Insights #215

38

Want to Be Wealthy? Don't Chase Investment Fads | AWM Insights #214

39

Pro Answers to Your Investment Questions | AWM Insights #213

40

When IPOs Soar and Speculation Strikes | AWM Insights #212

41

Smart investing strategies in turbulent crypto markets | AWM Insights #211

42

Wealth Playbook for Newly Drafted Pros | AWM Insights #210

43

Building Generational Wealth—Why Tiny Habits Matter Most | AWM Insights #209

44

International Markets Surge: Lessons in Diversification and Discipline | AWM Insights #208

45

Short-Term Turbulence Shouldn't Distract Long-Term Investors | AWM Insights #207

46

Don’t Panic: Staying Invested Amidst Global and Domestic Tensions | AWM Insights #206

47

Staying Disciplined in a Risk-On Market: Equity Rally, Crypto Speculation & Long-Term Investing | AWM Insights #205

48

S&P 500 Up 6%: Lessons in Disciplined and Diversified Investing | AWM Insights #204

49

Building Blocks of a Human-Centered Portfolio: From Cash to Private Markets | AWM Insights #203

50

Why You Need a Human-Centered Portfolio | AWM Insights #202

51

How to Create a Generational Wealth-Building Portfolio | AWM Insights #201

52

Why You Need to Build a Best-in-Class Portfolio | AWM Insights #200

53

Staying the Course: Long-Term Investing in Turbulent Times | AWM Insights #199

54

Tariffs, Valuations & Diversification | AWM Insights #198

55

Navigating Tariff Volatility | AWM Insights #197

56

Insights on Tariffs | AWM Insights #196

57

Strategic Tax Planning: Maximizing Wealth Beyond Tax Season | AWM Insights #195

58

Decoding Crypto's Comeback: Navigating Blockchain, Bitcoin ETFs, and Strategies| AWM Insights #194

59

Economic Trends and Market Insights | AWM Insights #193

60

Real Estate in the Multi-Generational Wealth Formula | AWM Insights #192

61

Building a Winning Portfolio | AWM Insights #191

62

Investing Beyond Elections | AWM Insights #190

63

Clarifying Misconceptions: The Real Impact of Elections on Markets | AWM Insights #189

64

Investing Through Elections with Evidence-Based Strategies | AWM Insights #188

65

Navigating Market Uncertainty and Elections in 2024| AWM Insights #187

66

A Year of Surprises and Resilience | AWM Insights #186

67

Reflecting on Your Financial Structure | AWM Insights #185

68

Measuring Your Financial Success | AWM Insights #184

69

Scheduling Your Financial Success | AWM Insights #183

70

Intentionally Personalizing Your Portfolio | AWM Insights #182

71

Building a Winning Plan | AWM Insights #181

72

Giving Thanks for Progress | AWM Insights #180

73

Discipline and Consistency in Moving Markets | AWM Insights #179

74

How Do Higher Interest Rates Impact Your Investments? | AWM Insights #178

75

Taking the Guesswork out of Investing | AWM Insights #177

76

Building a Thoughtful and Productive Financial Framework | AWM Insights #176

77

The Power of Consistency and Commitment | AWM Insights #175

78

The Science and Art of Investing | AWM Insights #174

79

The Multi-Dimensional Framework of a Family Office | AWM Insights #173

80

Focusing on What You Can Control | AWM Insights #172

81

Finding the Right Steward for Your Wealth | AWM Insights #171

82

The Essentials of Wealth and Risk Management | AWM Insights #170

83

Gathering, Preserving, and Expanding Your Wealth | AWM Insights #169

84

Magnifying the Impact of Your Wealth | AWM Insights #168

85

Keeping Investment Returns in Your Pocket | AWM Insights #167

86

How to Think About Income – The Types, Sources, and Tax Implications of Each | AWM Insights #166

87

Maximizing Your Physical, Intellectual, & Social Capital | AWM Insights #165

88

Expanding and Protecting Your Sources of Wealth | AWM Insights #164

89

Riding the Public Market Rollercoaster | AWM Insights #163

90

Putting Your Cash to Work | AWM Insights #162

91

How to Evaluate your Portfolio’s Performance | AWM Insights #161

92

The Importance of Behavioral Finance | AWM Insights #160

93

Patience and Persistence in the Markets | AWM Insights #159

94

The Importance of Consistency and Repeatability in Venture | AWM Insights #158

95

How to Build a Best-in-Class Venture Portfolio | AWM Insights #157

96

Selecting the Best Opportunities in the Private Markets | AWM Insights #156

97

How do we build our Venture Portfolio? | AWM Insights #155

98

Accessing the Private Markets | AWM Insights #154

99

Private Market Basics | AWM Insights #153

100

The Multigenerational Mindset | AWM Insights #152

101

The US Dollar and Economy | AWM Insights #151

102

The AI Wave and How It Impacts Your Portfolio | AWM Insights #150

103

The Basics of Private Market Investing | AWM Insights #149

104

Building Resilient Portfolios | AWM Insights #148

105

How Doing the Simple Things Wrong Can Be Disastrous | AWM Insights #147

106

Rewarded Factors and Outperforming the Market | AWM Insights #146

107

The Logic Behind Your Stock Holdings | AWM Insights #145

108

Focusing on What Matters and Tailoring Your Portfolio | AWM Insights #144

109

The Importance of Protecting What You Need and Risking What You Can | AWM Insights #143

110

How Robust Planning is Positioning Your Portfolio for Success | AWM Insights #142

111

Happy 30th Anniversary to Efficient Investing! | AWM Insights #141

112

Financial Statements and What Really Matters | AWM Insights #140

113

2023 Kick-off | AWM Insights #139

114

Year End Review: 2022 | AWM Insights #138

115

FTX, Inflation, and Navigating Hype Cycles | AWM Insights #137

116

Is a Recession Coming? | Insights #136

117

Two Simple Principles to Investing Success | Insights #135

118

Why Your Portfolio Can Beat the Competition | AWM Insights #134

119

How Your Portfolio Is Built To Win During Bad Markets | AWM Insights #133

120

1,982% Return: Are You Willing to Do What It Takes? | AWM Insights #132

121

Is A Recession Looming? | AWM Insights #131

122

Is The Market Healthy? | AWM Insights #130

123

What Rising Rates Mean For You | AWM Insights #129

124

Guide to Generational Wealth | AWM Insights #128

125

Aligning Impact and Intent | AWM Insights #127

126

What Protection Do I Need? | AWM Insights #126

127

Building a Family Focused Investment Plan | AWM Insights #125

128

One Net Worth and One Tax Rate | AWM Insights #124

129

Do You Need a Family Office? | AWM Insights #123

130

Is Ultra-High Net Worth Advice Different? | AWM Insights #122

131

What Can You Control In Investing? | AWM Insights #121

132

Emotions and Investing | AWM Insights #120

133

The Only Free Lunch | AWM Insights #119

134

Factors of Returns | AWM Insights #118

135

Pursue the Better Investing Experience | AWM Insights #117

136

The Costs of Market Timing | AWM Insights #116

137

Don’t Chase | AWM Insights #115

138

How Does Market Pricing Work? | AWM Insights #114

139

Investing in Private Real Estate | AWM Insights #113

140

Risks & Returns of Real Estate Investing |AWM Insights #112

141

The Rundown on Private Equity | AWM Insights #111

142

Finding the 10x Fund in Venture |AWM Insights #110

143

Why Does a Founder Raise Capital? | AWM Insights #109

144

How Does Venture Capital Investing Work? | AWM Insights #108

145

How to Participate in the Private Markets | AWM Insights #107

146

Should I Own Private Investments? | AWM Insights #106

147

How Should You React to Market Adversity? | AWM Insights #105

148

What Is An Index Fund? | AWM Insights #104

149

Are You Better Off Buying an Index Fund? | AWM Insights #103

150

Is Your Advisor Competent? | Brandon Averill, Justin Dyer | AWM Insights #102

151

Russian Invasion of Ukraine | Brandon Averill, Justin Dyer | AWM Insights #101

152

How Do You Find a Good Advisor? | Brandon Averill, Justin Dyer | AWM Insights #100

153

How to Invest Without Hiring a Professional | Brandon Averill, Justin Dyer | AWM Insights #99

154

What Does It Cost to Buy a Stock? | Brandon Averill, Justin Dyer | AWM Insights #98

155

NFTs Explained | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #97

156

Vehicles of Investing: What Am I Buying? | Brandon Averill, Justin Dyer | AWM Insights #96

157

Are You An Owner or Lender? | Brandon Averill, Justin Dyer | AWM Insights #95

158

Why We Invest in the First Place | Brandon Averill, Justin Dyer | AWM Insights #94

159

The Big Picture | Brandon Averill, Justin Dyer | AWM Insights #93

160

What Does Financial Structure Mean? | Brandon Averill, Justin Dyer | AWM Insights #92

161

Gambling vs Science | Brandon Averill, Justin Dyer | AWM Insights #91

162

Why Winners Keep Winning in Private Markets | Brandon Averill, Justin Dyer | AWM Insights #90

163

Superpowers of Investing | Brandon Averill, Justin Dyer | AWM Insights #89

164

What Type of Gifts Do You Buy? | AWM Insights #88

165

Ignoring Tax Planning is Expensive | Brandon Averill & Justin Dyer | AWM Insights #87

166

Efficient Markets in Action | Brandon Averill, Justin Dyer | AWM Insights #86

167

The Portfolio for Multi-Generational Wealth | Brandon Averill, Erik Averill, Justin Dyer |AWM Insights #85

168

Why am I Investing? | Brandon Averill, Justin Dyer | AWM Insights #84

169

How Should You Build Your Portfolio? | Brandon Averill & Justin Dyer | AWM Insights #83

170

When Is A Good Time To Invest? | Brandon Averill, Justin Dyer | AWM Insights #82

171

Where Should You Get Financial Advice? | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #81

172

Market Predictions and Emotional Investment Decisions | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #80

173

What Should You Do During Market Volatility | Brandon Averill, Justin Dyer | AWM Insights #79

174

The Diamond Hands Myth | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #78

175

Does More Risk Always Mean More Return? | Erik Averill, Justin Dyer | AWM Insights #77

176

Risk Defined | AWM Insights #76 | Erik Averill, Justin Dyer | AWM Insights #76

177

Tuning out the noise of the “All-Time High” | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #75

178

Passive Income: Only for Real Estate Tycoons? | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #74

179

Amateur vs Pro: The Importance of Asset Allocation | Erik Averill, Brandon Averill, Justin Dyer Insights #73

180

The Toolbox of Portfolio Construction | Erik Averill, Justin Dyer | AWM Insights #72

181

Human Capital Realized – Now What? | Brandon Averill, Justin Dyer | AWM Insights #71

182

Illiquidity Premiums in Real Estate and Private Equity | Erik Averill, Brandon Averill | AWM Insights #70

183

The Greatest Driver of Wealth Creation | Erik Averill, Justin Dyer | AWM Insights #69

184

Hire the Architect: Building Your Financial Structure | Erik Averill, Brandon Averill | AWM Insights #68

185

What Is The Fed and Why Should I Care? | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #67

186

Is Inflation Here to Stay? | Brandon Averill, Justin Dyer | AWM Insights #66

187

How Does Inflation Impact Investment Portfolios? | Brandon Averill & Justin Dyer | AWM Insights #65

188

Is Real Estate Investing Better Than Stocks or Gold? | Erik Averill & Justin Dyer | AWM Insights #64

189

Jumping Into The Deep End? Learning How To Invest | Brandon Averill, Justin Dyer, Zach Miller | AWM Insights #63

190

Tesla, Crypto, Inflation & Investing Like a Pro | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #62

191

Do You Know What Returns You Should Expect? | Brandon Averill, Justin Dyer | AWM Insights #61

192

Should You Keep Investing in What’s Winning Now? | Erik Averill, Justin Dyer | AWM Insights #60

193

Biden’s Capital Gains Tax Increase? What Can You Control? | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #59

194

Market Timing? When to Get In or Out | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #58

195

Missing Significant Tax Savings? Pro Strategies: After-Tax Investing | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #57

196

Key #1 to Investing Like a Pro | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #56

197

Invest Like a Pro | Erik Averill, Justin Dyer | AWM Insights #55

198

Beeple’s NFT Sells for $69 Million – Should You Get In? | Brandon Averill, Justin Dyer | AWM Insights #54

199

Capturing Outsized Returns in Private Markets | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #53

200

Should You Invest in Dave Portnoy’s BUZZ ETF? | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #52

201

Cutting Through the Investment FOMO | AWM Insights | Financial and Investment News

202

How To Practically Think About Risk and Return | AWM Insights | Financial and Investment News

203

What Fantasy Sports Can Teach You About Investing | AWM Insights | Financial and Investment News

204

Market Highs, GameStop’s Historic Drop, How To Win the Stock Market Game | AWM Insights | Financial and Investment News

205

Gamestop, Robinhood & Crypto | AWM Insights | Financial and Investment News

206

Biden’s Executive Orders, ESG Investing & Your Portfolio | AWM Insights | Financial and Investment News

207

Will Biden’s $1.9 Trillion Stimulus Plan Impact My Portfolio? | AWM Insights | Financial and Investment News

208

Is Your Portfolio Safe? Capitol Chaos, The Blue Wave & All Time Highs | AWM Insights | Financial and Investment News

209

Bitcoin, Georgia Senate, Stimulus Checks and 2021 Markets | AWM Insights | Financial and Investment News

210

Should I Invest in Crypto? | AWM Insights | Financial and Investment News

211

How an Unprofitable Company Went Public with a $60 Billion Market Cap | AWM Insights | Financial and Investment News

212

COVID Vaccines and Long-Term Investing | AWM Insights | Financial and Investment News

213

Black Friday Market Impact |AWM Insights | Financial and Investment News

214

Fool's Errand | AWM Insights | Financial & Investment News

215

Luck Masquerading as Skill | AWM Insights | Financial & Investment News

216

Election Impacts on Portfolio | AWM Insights | Financial & Investment News

217

A Tax Boost for Your Portfolio | AWM Insights | Financial and Investment News

218

Focusing on the Process | AWM Insights | Financial and Investment News

219

An Absolute Must Have in Your Portfolio | Dave Plecha | AWM Insights Financial & Investment News

220

Avoiding the Investment Noise | AWM Insights | Financial & Investment News

221

Hims for Us? | AWM Insights | Financial & Investment News

222

Investing in Tik Tok US | AWM Insights | Erik Averill, Brandon Averill & Justin Dyer

223

A Period of Rising Inflation | AWM Insights | Financial & Investment News

224

Important Inflation News for Investors | AWM Insights | Financial & Investment News

225

Trump or Biden For Investment Returns | AWM Insights | Financial & Investment News

226

Finding The Next IPO Unicorn? | Brandon Averill, Justin Dyer | AWM Insights #26

227

Do Valuations Matter Anymore? | Erik Averill, Brandon Averill | AWM Insights #25

228

Is Biden Or Trump Better For Your Investment Returns? | Erik Averill, Brandon Averill | AWM Insights #24

229

Should You Invest In A SPAC? | Erik Averill, Brandon Averill | AWM Insights #23

230

Tech Stocks Are The Highest Performers – Should You Get In? | Erik Averill, Brandon Averill | AWM Insights #22

231

Where Does Gold Fit In Your Portfolio? | Erik Averill, Brandon Averill | AWM Insights #21

232

Is A Market Crash Inevitable? | Erik Averill, Brandon Averill | AWM Insights #20

233

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

234

What You Should Know About Earnings Season | Erik Averill, Brandon Averill | AWM Insights #18

235

Gambling Or Investing – Which Game Are You Playing? | Erik Averill, Brandon Averill | AWM Insights #17

236

Should COVID-19 Change Our Investment Decisions? | Erik Averill, Brandon Averill | AWM Insights #16

237

Should I Try To Day Trade? | Erik Averill, Brandon Averill | AWM Insights #15

238

The Upside Of Ownership | Erik Averill, Brandon Averill | AWM Insights #14

239

How To Get The Highest Returns | Erik Averill, Brandon Averill | AWM Insights #13

240

Characteristics Of A Long-Term Investor | Erik Averill, Brandon Averill | AWM Insights #12

241

Stock Market Vs Economy | Erik Averill, Brandon Averill | AWM Insights #11

242

Private Market Investing Like A Pro | Erik Averill, Brandon Averill | AWM Insights #10

243

Should I Stay In Or Jump Out Of The Markets During Uncertain Times? | Erik Averill, Brandon Averill | AWM Insights #9

244

Should I Invest In Real Estate? | Erik Averill, Brandon Averill | AWM Insights #8

245

Should I Invest In Oil? | Erik Averill, Brandon Averill | AWM Insights #7

246

What Is Asset Location? | Erik Averill, Brandon Averill | AWM Insights #6

247

What Is Tax-Loss Harvesting? | Erik Averill, Brandon Averill | AWM Insights #5

248

Is This The Bottom? | Erik Averill, Brandon Averill | AWM Insights #4

249

Staying The Course During A Downturn | Erik Averill, Brandon Averill | AWM Insights #3

250

What Is Rebalancing? | Erik Averill, Brandon Averill | AWM Insights #2

251

Navigating Financial Markets In Global Crises | Erik Averill, Brandon Averill | AWM Insights #1