AWM Insights Podcast
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AWM Insights Podcast

AWM Insights is a front row seat with our Chief Investment Officer, Justin Dyer, and Managing Partner, Brandon Averill, as we discuss our clients’ most pressing financial questions.

Hosted by
Brandon Averill
CEO, Senior Private Wealth Advisor
Justin Dyer
Chief Investment Officer, Partner
Erik Averill
Partner, Senior Private Wealth Advisor
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Strategic Tax Planning: Maximizing Wealth Beyond Tax Season | AWM Insights #195

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.
March 29, 2024

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

Incorporating real estate's unique advantages while considering and planning for the challenges is essential to building a well-diversified and prudent financial structure.
March 4, 2024

Investing Beyond Elections | AWM Insights #190

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 planning can create value while short-term trading strategies influenced by political events are more likely to destroy it.
February 19, 2024

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

Focusing on long-term financial goals and adhering to disciplined investment principles creates far more successful opportunities and outcomes for investors when compared to playing the election guessing game.
February 3, 2024

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

The key to successful outcomes is to block out the noise and focus on what matters over the long term. Market fluctuations are like the turbulence that a well-positioned portfolio can weather. It is imperative to stay disciplined, avoid emotional investment decisions, and continuously align your portfolio with personal priorities.
January 27, 2024

Reflecting on Your Financial Structure | AWM Insights #185

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.
January 13, 2024

Measuring Your Financial Success | AWM Insights #184

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 key to measuring success with these portfolios isn't just about how much money they make, but how well they help you reach your personal financial goals.
December 23, 2023

Scheduling Your Financial Success | AWM Insights #183

We work with our clients to build a game plan that is realistic to execute and advise them along the way to achieve the goal at hand with a customized set of scheduled checkpoints. The Scheduling step on the road to success needs to be interactive to evolve with our clients' changing schedules and goals.
December 15, 2023

Taking the Guesswork out of Investing | AWM Insights #177

Investing in markets is not easy. There will be bumps on the way, but the rewards far outweigh the risks when structured appropriately.
November 4, 2023

The Power of Consistency and Commitment | AWM Insights #175

The evidence is also very clear. Those who weather the storm have been rewarded over the long run. Consider the COVID outbreak, the Great Recession, and the Dot Com Bubble. These were all significant periods where markets moved, but the investors who didn’t panic and stayed in the market were rewarded for their perseverance.
October 21, 2023

The Science and Art of Investing | AWM Insights #174

The rewards of investing are founded on the principles of commitment and consistency, so managing your emotions, incorporating investments that matter to you, and being able to weather turbulence are just as important as the fundamentals.
October 13, 2023

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

The Family Office Framework centralizes experts and allows them to collaborate and focus on delivering the most holistic and customized advice while offering the best investment experience.
October 6, 2023

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

The concept of “making it” or crossing the finish line in your Wealth journey is like the tooth fairy. It would be awesome if it existed, but it doesn’t. Preserving your wealth is a full-time job, and if done well, it’s a job that will be carried out past your lifetime. Working with a financial “Quarterback” helps your wealth grow and protects you from the unnecessary and avoidable risks that can erode your wealth.
September 15, 2023

Brand Building Using NIL With Former MLB Pitcher Anthony Ranaudo | NIL Series #4

Former MLB player shares insights on athlete branding and NIL deals.
March 24, 2022

Universities & NIL With LSU’s Taylor Jacobs | NIL Series #3

Understanding university NIL guidelines helps student-athletes navigate opportunities and compliance requirements effectively.
March 16, 2022

Navigating NIL for College Athletes with Matchpoint Connection’s Jonathan Pixley | NIL Series #2

Digital marketplaces like MatchPoint help student-athletes find and secure NIL endorsement opportunities.
March 9, 2022

NIL Basics for Amateur Athletes with David Fleshman | NIL Series #1

NIL expert explains key rules and resources for student-athletes seeking endorsement opportunities.
March 2, 2022
Investing

Key Takeaways - AWM Insights #34: Focusing on the Processes

Focus on the process by staying committed to long-term investing, avoiding emotional reactions, acknowledging risks, understanding market uncertainties, and embracing innovation-driven industries like electric vehicles.
November 2, 2020
No guest on an AWM podcast has received compensation was for being a guest on the podcast, or for any implied testimonial or endorsement.
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