AWM Insights Financial and Investment News

AWM Capital
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AWM Insights Financial and Investment News

A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.

  1. 5H AGO

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

    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

    13 min

  2. JUN 27

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

    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/

    11 min

  3. JUN 20

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

    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 Highlights Oil 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.

    10 min

  4. JUN 13

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

    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 Highlights Analysis 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/

    15 min

  5. JUN 9

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

    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 highlights The 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.

    15 min

  6. JUN 2

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

    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 highlights Asset 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

    17 min

  7. MAY 23

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

    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 Highlights Defining 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.

    12 min

  8. MAY 16

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

    Continuing our series exploring the value having a best-in-class portfolio, in this episode we tackle strategies for how to create a generational wealth-building portfolio. We break down the importance of a personalized and intentional approach to portfolio construction, emphasizing the ways in which asset allocation is similar to building a formidable sports team. This discussion is vital for those looking to safeguard their earnings and ensure enduring financial success for future generations. Key Highlights We discuss the significance of personalized portfolio strategies over cookie-cutter solutions.Explain asset allocation using sports analogies, comparing stocks, bonds, and alternative assets to football positions.Stress the importance of defense and risk management as tools to ensure portfolio longevity.Highlight diversification and rebalancing as essential elements in maintaining portfolio health.Tease the next episode's focus on human-centered portfolio construction and its relevance to unique client goals.Find out more at awmcap.com

    12 min
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A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.

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