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.

Professional athlete residency is one of the most misunderstood and highly scrutinized areas of tax planning. Done correctly, a change in residency can produce significant tax savings; done incorrectly, it can result in audits, penalties, interest, and unintended tax liabilities. Residency planning must be thoughtful, thorough, and documented. States are no longer persuaded by simply obtaining a driver’s license or using a new mailing address.

Trump Accounts are a newly authorized, federally supported savings vehicle designed to provide long-term investment funding for children beginning at birth. While early discussion has focused on the headline benefit of government-seeded funding, the real planning impact comes from how these accounts interact with tax rules, gifting strategy, and broader estate planning.

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?

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.

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.

Six yes/no questions every MLB player should answer before spring training ends — covering housing liability, taxes, 401(k)s, lockout planning, and cash flow. If you hit "no" on any of them, your Family Operating System has a gap. It's time to call AWM.

Join host Aaron Goldberg as he sits down with Dr. Sean Drake, a leading expert in athlete performance and nervous system optimization, for an unfiltered conversation on building resilience far beyond the golf course. Dr. Drake shares his personal journey through adversity, reveals why recovery is about more than just physical modalities, and explains how emotional well-being shapes elite athletic performance. This episode offers candid stories, practical strategies, and actionable insights for anyone looking to elevate their mental and physical game. Whether you're a touring pro or passionate about personal growth, you’ll find fresh perspective in this honest exploration of what it really takes to thrive at the highest level.

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.

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.

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.

How longevity science and a human-centered family office change the way professional athletes think about wealth, health, and purpose.

If you’re a professional athlete, you already understand how difficult it is to make the right call when you don’t have all the information. I’ve lived that personally — not just as an advisor, but as a former player who once trusted two of the biggest brands on Wall Street with my own money and later started my career inside one of them.

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.

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.

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.

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.

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.

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.

Durable real estate wealth rests on institutional thinking, broad diversification, precise asset selection, and a disciplined team attuned to both local markets and the macroeconomic environment.

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.

Join host Riccardo Stewart alongside Zach Miller, Sam Acho, and Jeff Locke as they tackle the art and strategy of charitable giving for NFL athletes. This episode uncovers the pressures and privileges of generosity, explores the happiness found in giving, and breaks down smart approaches like donor advised funds. With personal stories and practical advice, the team offers pro-level insights to help athletes give confidently and make a greater impact. Whether you're navigating requests from family or searching for tax-savvy solutions, this conversation delivers tools and perspectives to elevate your giving game.

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.

In this episode of the AWM NFL Podcast, hosts Riccardo Stewart, Sam Acho, Zach Miller, and Jeff Locke unpack the critical issue of digital privacy and personal security for professional athletes. Through candid stories and real-life examples, the team discusses why privacy is often overlooked, how even basic personal information can end up online, and the elevated risks that come with wealth and fame. Tune in to learn what every athlete and their advisors need to know about protecting their assets, families, and peace of mind—on and off the field.

In this episode, we sit down with Ben Barrontine and Nic Bush from 360 Privacy to tackle one of the most critical yet overlooked aspects of a professional athlete’s career: protecting personal and family security in a digital world. From real-life stories of data breaches to practical steps for safeguarding your inner circle, Ben and Nick reveal how easy it is for sensitive information to fall into the wrong hands—and how small actions can make a big difference. Whether you're an athlete, family member, or simply concerned about digital privacy, this conversation sheds light on the evolving threats and delivers concrete strategies to keep what matters most safe. Tune in for actionable advice, behind-the-scenes insights, and a fresh take on why privacy is your greatest asset off the field.

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.

Enduring volatility is integral to reaching financial priorities. When perspective is anchored in gratitude and stewardship, transient noise becomes progress toward lasting family success.

Join hosts Riccardo Stewart, Sam Acho, Zach Miller, and Jeff Locke—NFL veterans with a combined 20 years of experience on and off the field—as they break down the "Four Ts" of investing for professional athletes: truth, touch, time, and tension. Drawing from their personal journeys and financial expertise, the team explores how to identify trustworthy advisors, navigate the relational side of wealth, practice patience amidst high-earning years, and tackle inevitable challenges along the way. If you want to make smarter decisions, build generational wealth, and avoid the common pitfalls NFL players face, this episode delivers candid advice and real-life stories you won’t want to miss.

Join Riccardo Stewart, Jeff Locke, Sam Acho, and Zach Miller on this episode of the AWM NFL Podcast as they break down the path to building multi-generational wealth for professional athletes. The team dives into the fundamentals of investing, using relatable football analogies to unpack the three essential “buckets” every athlete should consider—from safeguarding your financial foundation to accessing exclusive private market opportunities. Drawing from their own careers and insider expertise, they reveal strategies, lessons learned, and what every player needs to know to sustain a legacy far beyond the playing field. Don’t miss this game plan for smart investing and family prosperity.

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.

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.

In the latest episode of the PGA Players' Podcast, host Aaron Goldberg sat down with world-renowned mental performance coach, Brian Cain, to discuss the processes, frameworks, practical habits and mindsets that PGA Pros use to reach the true elite level... and then stay there.

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.

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.

In this episode, Aaron welcomes Cory Jez, founder of TourIQ and former NBA and MLS analytics leader, to discuss how advanced data is transforming the way PGA Tour professionals approach their game. Cory pulls back the curtain on the power of analytics, from building player-specific strategies and practice routines to uncovering surprising truths hidden within golf stats. Learn how the right data can sharpen practice, inform smarter decisions, and ultimately elevate performance on and off the course. If you want to understand what it means to treat your game like a business, this conversation is your first step toward a true competitive edge.

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.

In this episode of the NFL Players' Podcast, hosts Riccardo Stewart, Zach Miller, Sam Acho, and Jeff Locke dig into the overlooked world of NFL player benefits. Drawing on their combined decades of on-field experience and financial expertise, they reveal the essential perks that every player—and their families—should know about, from retirement savings to insurance options and unique programs that unlock real long-term value. You’ll hear candid stories, eye-opening numbers, and practical advice on making the most of these benefits—whether you’re a current player, a retired pro, or part of an athlete’s support team. Discover how understanding and maximizing these resources can change the game for your financial future.

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.

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.

Join hosts Riccardo Stewart, Jeff Locke, Zach Miller, and Sam Acho as they unpack the often-overlooked NFL 401k and what every player needs to know about maximizing this valuable benefit. Drawing from real locker room experiences and expert financial advice, the team clears up common misconceptions, explains how the NFL’s unique employer match works, and reveals why many advisors fail to manage these accounts properly. Whether you're a rookie or a seasoned vet, this episode delivers crucial insights to help you grow your money—on and off the field. Don't miss this conversation packed with practical tips and the inside scoop on building lasting wealth as an NFL player.

PGA Tour U carves an objective, performance-driven pathway from college golf to the professional stage, awarding graduated benefits to the top 25 collegiate golfers. Introduced in 2023, the Accelerated path also allows exceptional underclassmen to reach the PGA Tour by crossing a clear 20-point threshold. This evolving system welcomes global talent, anchors its value with real stories, and adapts its strategy to keep the best rising stars moving forward.

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.

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.

Disciplined investing and genuine diversification have historically protected generational wealth far better than chasing trends or concentrating on a handful of standout stocks. At AWM Capital, our method prioritizes stewardship, strategic integration, and a playbook meant to last for generations—because our job is to keep families wealthy, not just to make headlines.

Discover how Federal Reserve rate changes influence investing, debt, and opportunity. Understand the nuanced impact on your financial playbook and why measuring true refinancing costs—including all fees—matters.

Using a Solo 401(k) is the optimal strategy for professional golfers retirement planning over a SEP IRA.

On this episode of the AWM NFL Podcast, host Riccardo Stewart is joined by Jeff Locke, Sam Acho, Joe, and Zach Miller to break down a topic every pro needs to understand: target date funds.

Disciplined, long-term investing—fueled by repeated habits and aligned incentives—consistently outpaces hot trends and influencer-driven advice, giving professional athletes and high-net-worth families the blueprint to preserve wealth across generations.

Copying politicians’ trades is a headline-grabbing idea, but reporting lags, incomplete data, and consistent underperformance against benchmarks prove it’s not a foundation for multi-generational wealth.

Financial plans for pro athletes should never be one-size-fits-all. In this episode, our team draws the parallel between building a custom home with an architect and designing your financial structure with a family office.

PGA Tour players can protect their privacy when buying a home by using strategies like purchasing property through an LLC or trust, working with attorneys, and shielding their information from public records. It also outlines steps to reduce online exposure—such as opting out of data aggregator sites, monitoring social media, and using virtual mailboxes—to safeguard personal safety and maintain control over private details.

In episode 215 of the podcast Justin and Mena tackle two frequently asked questions from our listeners: Can AI beat the market? And, what does it mean to "strikeout"?

As you graduate to the PGA Tour there are many decisions to be made and updates to make with the Tour. These are great benefits, so let’s try to make sure that you maximize them.

Hype-driven trends tempt athlete families, but chasing fads risks real loss. The path to multi-generational wealth demands discipline, due diligence, and sticking to a long-term game plan.

Every NFL player learns quickly that the real work of building a career takes place far from the spotlight. The same is true for wealth. The difference-maker—again and again—is your advisory team’s understanding of the field you play on.

On this episode of the AWM Insights podcast Mena Hanna, AWM Portfolio Manager, is joined by Brandon Averill, AWM CEO and Senior Private Wealth Advisor, to tackle your questions: from investing in the S&P 500, to a true global portfolio, to markets vs gold and real estate, to interest rates, tariffs, and more.

See how a human-centered approach to priorities—needs, wants, and wishes—lets NFL athletes and their families craft financial strategies that fit the real game of life on and off the field.

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, to the state of the GDP.

Steer through crypto volatility with discipline and a long view.

The One Big Beautiful Bill Act, signed into law by President Trump on July 4, 2025, brings sweeping tax changes that directly impact professional athletes.

Early professional achievement is a rare blessing that brings both opportunity and responsibility. Rely on discipline, diversification, resilience, and purpose to shape lasting generational wealth.

Enduring wealth starts with small, consistent actions.

Athletes who turn contracts into dynasties master disciplined planning—think beyond the scoreboard and guide the next generation with strategy, stewardship, and a team that knows every inch of the field.

OL Masterminds empowers offensive linemen to amplify their human capital and learn from industry legends. Capturing value demands understanding every layer of your business as a professional athlete. Handpick your professional team—choose only those whose incentives match yours, and beware of “free” service pitfalls.

Turbulent markets favor disciplined, globally diversified investors.

Hosts Riccardo Stewart, Jeff Locke, Zach Miller, and Sam Acho call the plays on one of the toughest challenges in wealth: sustaining it for generations.

Building multi-generational wealth takes more than a big contract. Elite athletes must intentionally create value, capture it in standout contracts, and—through a disciplined, team-driven approach—convert earnings into after-tax wealth that powers a sustainable lifestyle, giving, and family legacy.

This week, Riccardo Stewart is joined by Jeff Locke, Zach Miller, and Sam Acho to lay out the real strategy behind turning an NFL contract into generational strength.

Market volatility and headline drama can tempt investors off course, but a committed front office, clear playbook, and multi-generational mindset anchor families to enduring wealth.

At AWM, we’re redefining the culture of how and why athletes use their wealth by delivering a truly human-centered approach. As a modern multi-family office, we proudly serve some of the world’s most brilliant athlete families with integrated expertise across investment, tax, estate, and financial planning, among other services. We are creating multigenerational, wealthy, flourishing families.

In the NFL, value is earned on the field but captured through contracts, strategy, and relationships. Players who approach themselves as businesses and understand guaranteed money win beyond the game—setting up a foundation for family and legacy.

Riccardo Stewart, Jeff Locke, Zach Miller, and Sam Acho gather in the front office to tackle the big question facing every pro: you’ve built your value—how do you really capture it?

On this episode of AWM Insights, Justin and Mina bring steady leadership to a field rattled by Middle East conflict, the ongoing war in Ukraine, and an uptick in domestic political noise.

Sustained NFL success comes from disciplined preparation, smart teamwork, and a focused plan for building worth—on the field and in life.

As June opened, we saw that equity markets have powered higher on the back of upbeat economic data, surprising even some seasoned observers.

Riccardo Stewart joins Zach “The Truth” Miller, Sam “The Mayor” Acho, and Jeff “The Professor” Locke to draw up the playbook behind becoming the CEO of your own career as an NFL player.

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.

In this article we discuss how May’s 6% S&P 500 surge illustrates why market discipline wins out over prediction or news-based reaction.

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.

In the final instalment of our AWM Insights podcast mini-series on how to build a best-in-class portfolio, we discuss the essential asset classes, or building blocks, you need for successful investing. In this blog post we will cover the importance of cash, fixed income from bonds, public equities, real estate, and private markets, and the integrated and disciplined way you should be investing in them.

In this episode 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.

Independent, integrated, individualized—the three pillars of elite financial guidance for athletes, ensuring sophisticated, fully client-focused strategies for multi-generational results.

A human-centered portfolio starts with asking the fundamental question: why do you invest? While making money is important, it's merely a means to an end. The true measure of investment success isn't beating a benchmark, but creating the life you want and supporting what matters most to you.

In this episode of the AWM NFL Podcast, host Riccardo Stewart is joined by Sam Acho, Zach Miller, and Jeff Locke to break down “The Three I’s” of athlete financial strategy: independent, integrated, and individualized advice.

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.

Discover how to build a portfolio with true staying power that protects your earnings, creates generational wealth, and guards against unexpected setbacks through intentional, personalized strategies.

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.

A disciplined approach to portfolio construction is essential for long-term wealth protection and growth. Learn the principles that help professional investors navigate market volatility and achieve their financial goals.

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.

In this episode of the NFL Players' Podcast by AWM Insights, host Riccardo Stewart is joined by Zach Miller, Jeff Locke, and Sam Acho to explore the various financial advising options available for NFL players.

In this episode of AWM Insights, we dive into the intricacies of data-driven, long-term investing amidst market volatility.

How to Let Your Tax Payment Make You Money When Your Salary Jumps

Discover key insights into market trends, the impact of tariffs, and the importance of diversification to navigate the dynamic financial landscape effectively.

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

Discover why transitioning from a solo advisor to a comprehensive financial team is essential for NFL players aiming to manage their wealth effectively.

In this episode of the NFL Players' Podcast, host Riccardo Stewart and his co-hosts Jeff Locke, Sam Acho, and Zach Miller explore the essentials of building a strong financial team for NFL players.

Navigate market downturns with strategic investing plans tailored for NFL players, empowering financial growth while maintaining stability.

NFL players have unique financial options that extend beyond traditional financial advisors, but many are unaware of these alternatives.

In this episode of the AWM NFL podcast, host Riccardo Stewart is joined by Sam Acho, Jeff Locke, and Zach Miller to explore situational investing for NFL players in volatile markets.

Discover how strategic financial planning can mitigate risks during market volatility caused by sudden tariff changes.