AWM Insights Financial and Investment News

In this episode of AWM Insights, Justin Dyer and Mena Hanna break down the current state of crypto, separating substance from speculation while navigating the recent resurgence in the digital asset space. Together, they discuss the real opportunities and pitfalls, from the cyclical booms and busts to new industry risks—including evolving security threats and quantum computing. With practical stories and the seasoned perspe...

In this episode of AWM Insights, hosts Justin Dyer and Mena Hanna turn their attention to newly minted professional athletes stepping onto the big stage. Drawing on fresh examples from the MLB draft and insights inspired by Warren Buffett, they share practical, data-driven advice on building lasting wealth, tuning out financial noise, and setting purposeful intentions for both money and legacy. The conversation delivers cl...

In this episode of AWM Insights, hosts Justin and Mena explore how simple, steady habits can lay the groundwork for lasting multi-generational wealth. Drawing on investment legends like Warren Buffet and proven lessons from mental performance experts, they discuss why foundational behaviors—from automated savings to family conversations—are more powerful than flashy market moves. Whether you’re building your financial lega...

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 o...

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-generat...

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 k...

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 min...

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 gro...

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...

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, showi...

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 the...

In this episode of AWM Insights, we kick off a mini-series on building a best-in-class investment portfolio. Justin Dyer and Mena Hanna discuss why having a structured investment plan is crucial for professional athletes and individuals looking to achieve multi-generational wealth. The conversation dives deep into the importance of a customized approach to investing, offering insights on how a well-structured portfolio can...

In this episode of AWM Insights, we dive into the intricacies of data-driven, long-term investing amidst market volatility. Hosts Justin Dyer and Mena Hanna demystify the noise of today's markets, focusing on strategies that prioritize staying the course, supported by historical data and rigorous analysis. With insights into current market conditions and practical applications for investors, this episode offers invaluable ...

In episode 198 of AWM Insights, we discuss the current economic landscape focusing on tariffs, valuations, and the power of diversification. 

AWM's Chief Investment Officer and Partner, Justin Dyer, and Portfolio Manager, Mena Hanna, explore the recent market behaviors, the Federal Reserve's insights on tariffs, and the ripple effects on companies like NVIDIA and UnitedHealthcare. Gain a deeper understanding of the fundamen...

In this episode of AWM Insights, our hosts discuss navigating market volatility amidst tariff changes. We dive into key strategies for controlling what you can in uncertain times and explore the importance of staying invested during significant market shifts. Get insights on tax loss harvesting and its long-term value add—essential listening for those wanting to thrive in today's dynamic financial landscape.

Key Highlig...

In this episode of AWM Insights, the focus is on the unexpected impacts and implications of the newly imposed tariffs in global trade. Hosted by AWM's Chief Investment Officer and Partner, Justin Dyer, and Portfolio Manager, Mena Hanna, we dissect the nature of tariffs and their immediate reaction in the financial markets. The conversation pivots around how tariffs are escalating tensions with trading partners, leading to ...

Tax has a crucial role in wealth generation and preservation. Professional athletes have very complex tax situations which make tax planning a year-round endeavor, not just a one-time stop during tax filing season. The importance of integrating tax strategies with investment planning can't be stressed enough as we have seen the countless pitfalls of receiving separate tax and investment advice. 

Proactive strategies must be...

Crypto has reemerged in the financial landscape with the recent rally in Bitcoin and the significant role of the SEC's approval of Bitcoin Spot ETFs. With all the hype, a cautious approach to the crypto space is prudent. 

This does not mean that the trend should be ignored. It’s essential to know and understand the ever-evolving investment universe. However, prioritizing investments in businesses with predictable cash flows...

The economy and the stock market are not the same. Usually, the market has a head start and prices in future economic events. The market’s recent rally preceded the positive news that came out in terms of inflation, GDP, and employment rates. 

Making alternative bets has been shown to be counterproductive. Investing with a long-term mindset and avoiding market timing and speculation has been the winning gameplan, and gives ...