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 l…

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. …

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 …

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 …

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 t…

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 in…

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 …

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 t…

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 g…

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 an…

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 te…

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 driv…

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,…

In this episode of AWM Insights, Chief Investment Officer, Justin Dyer, and Portfolio Manager, Mena Hanna, break down some of the biggest trends dominating market headlines, from the rise of mega-cap tech stocks to the renewed buzz around gold. Together, they cut through the noise with expert analysis and real data, offering perspective on temptati…

In this episode of AWM Insights, Chief Investment Officer, Justin Dyer, and Portfolio Manager, Mena Hanna, break down the impact of interest rates on financial markets. They unravel how changes from the Federal Reserve shape everything from your investment portfolio to everyday borrowing decisions, offering relatable analogies that make complex top…

Join AWM's CIO, Justin Dyer, and Portfolio Manager, Mena Hanna, as they break down the realities of hype versus habits in long-term investing. Drawing on stories from professional sports and first-hand experience working with athlete families, they explore why tempting trends and viral schemes rarely pay off, while steady discipline and strategic p…

Join AWM Capital’s Justin Dyer and Mena Hanna as they tackle the hot topic of copying the trading activity of politicians in today’s polarized climate. Together, they break down the data behind headline-grabbing performance claims, explore real-world examples like political ETFs, and reveal why timing, transparency, and changing regulations make th…

Join hosts Justin Dyer and Mena Hanna as they tackle two of the most pressing questions on the minds of today’s investors: Can AI truly beat the market, and what does it really mean to strikeout on an investment? Drawing on real market data and experience guiding athlete families, they break down persistent myths around algorithmic trading and mark…

In this episode of AWM Insights, hosts Justin Dyer and Mena Hanna take you inside the world of financial fads, from the dot-com bubble to the latest meme stocks and cryptocurrencies. Together, they break down why hype-driven trends can be so tempting—and so costly—for investors seeking long-term, multi-generational wealth. Discover practical strate…

Step into this week's episode as Brandon Averill, AWM CEO, takes the host chair and teams up with AWM portfolio manager, Mena Hanna, for a fast-paced session answering clients’ most pressing investing questions. Together, they unpack the realities of S&P 500 exposure, the long-term power of global diversification, and why compounding outpaces gold …

In this episode of AWM Insights, Justin Dyer and Mena Hanna trade rapid-fire takes on the week’s headlines—from the astonishing surge of Figma’s IPO to the risks and realities of market speculation. They break down what every athlete and investor should know about protecting wealth in short earning windows, demystify crypto, and tackle common marke…

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 t…

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 p…

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 po…

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 …

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 conver…

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 dis…

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 an…

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 ho…

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 stew…

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…

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 formid…

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 app…

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 conditio…

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 l…

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 th…

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 a…

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 o…

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.…

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 avoi…

Real Estate is one of the most talked about asset classes. The allure of real estate comes from fact, fiction, and fallacy. Tax benefits, inflationary hedges, and income streams come with potential risks that are sometimes neglected, such as leverage, volatility, liquidity, and concentration. Incorporating real estate's unique advantages while cons…

What does it take to build a Winning Portfolio? The answer has a significant amount of overlap with how a GM would build a winning team. It starts with expertise and knowledge. You need to assemble a group that understands what winning is, what it takes to win, and how to get there. Compiling a cohesive team and continuously coaching and improving …

The complexity of predicting market reactions due to events or scenarios playing out can be perfectly proved by looking at elections. There has been no statistically significant data that has shown elections swaying markets in any direction. Making investment decisions based on election results is a dangerous game to play. Long-term financial plann…

There are many perceived effects of presidential elections on investment strategies and markets, but the data clearly shows that there is a misconception here. Over the past 100 years, there have only been 4 election years that have had negative returns, all of which were not influenced by presidential elections. Those 4 negative years were 1932 (G…

Presidential elections and financial markets have a nuanced relationship. All the media coverage and speculation around elections creates a significant panic and worry that can sway investor emotions. However, the historical data does not support making investment decisions based on the election outcome. Election years have shown no signs of differ…

2023 was a year filled with surprises. It showed us how different predictions are from reality. As we kick off a year that is already starting with a lot of uncertainty and ending with a presidential election, it's critical to keep the lessons we have already learned top of mind. The key to successful outcomes is to block out the noise and focus on…

In 2023, financial markets displayed remarkable resilience despite countless global challenges. Contrary to the predictions of a majority of economists, a recession was averted. This year highlighted the unpredictable nature of inflation, interest rates, and ultimately, financial markets. The year’s developments and the strong performance of market…

Creating a personalized financial structure is an intricate process that isn’t a “set it and forget it” task. As our clients move through their lives, they evolve and so should their financial structure. Accommodating these updates and protecting new, important priorities is the only way to keep a portfolio relevant to a client's needs. It takes co…

Evaluating custom portfolios can be tricky. Unlike off-the-shelf investments, each custom portfolio is unique and tailored to an investor's family, making it hard to compare using the standard benchmarks you see every day. Private investments further complicate the process as they are valued in different ways and at different time intervals. The ke…

Figuring out your purpose and intention is the first step to maximizing the impact of your wealth. After your intention is established, time needs to be set aside to execute on that intention and take actions that turn the concept into reality. Figuring out what needs to be done and how it needs to happen is crucial. We work with our clients to bui…