Podcasts by AWM Insights Financial and Investment News

What Is Tax-Loss Harvesting? | Erik Averill, Brandon Averill | AWM Insights #5 from 2022-02-21T12:47:37.189835

The last month has been a wild ride in the financial markets. At one point, we were down 34% and then all the sudden we have seen a quick rebound where - as of today (April 7) - the S&P is up 24...

Should I Stay In Or Jump Out Of The Markets During Uncertain Times? | Erik Averill, Brandon Averill | AWM Insights #9 from 2022-02-21T12:47:37.186072

While many states in the U.S. are beginning to relax social distancing practices, the future is still uncertain with some still wondering if there will continue to be drastic market fluctuations...

How To Get The Highest Returns | Erik Averill, Brandon Averill | AWM Insights #13 from 2022-02-21T12:47:37.182267

What should we be doing with our money right now? Over the last few weeks, we've covered topics that we've been asked about from our clients on real estate, private markets, and more. We've also...

The Upside Of Ownership | Erik Averill, Brandon Averill | AWM Insights #14 from 2022-02-21T12:47:37.181364

On last week's episode, we started our conversation on the idea of ownership by defining risk and discussing some of the rewards that come along with the different types of risk you can take. Ul...

What You Should Know About Earnings Season | Erik Averill, Brandon Averill | AWM Insights #18 from 2022-02-21T12:47:37.163853

As you see in the major media and financial publications, earnings season is coming soon, but what does that mean for the typical investor? Articles and TV segments abound with the results and g...

Tech Stocks Are The Highest Performers – Should You Get In? | Erik Averill, Brandon Averill | AWM Insights #22 from 2022-02-21T12:47:37.148335

Most economic news continues to point to things not looking great – including a 2nd quarter contraction of US GDP by an annual rate of 32.9%. However, the stock market still seems to have some p...

Finding The Next IPO Unicorn? | Brandon Averill, Justin Dyer | AWM Insights #26 from 2022-02-21T12:47:37.144514

With an estimated $44 billion worth of startups like Snowflake, Unity Software, JFr...

Trump or Biden For Investment Returns | AWM Insights | Financial & Investment News from 2022-02-21T12:47:37.143595

As an investor should I vote for Trump or Biden? Armed with more than 80 years of data, Erik and Brandon break down this question – and the answer might surprise you.

For more insights, s...

Hims for Us? | AWM Insights | Financial & Investment News from 2022-02-21T12:47:37.139691

How has President Donald Trump contracting COVID-19  impacted the markets? Plus, the most important investment strategy you'll need is a tax strategy. 

For more insights, sign up for our n...

A Tax Boost for Your Portfolio | AWM Insights | Financial and Investment News from 2022-02-21T12:47:37.135843

A Tax Boost for your Portfolio
Guest: Alan Trice, Head of Advisory Services, Gurtin Municipal Bond Management.

Making money off your investment portfolio is only a part of the puzzle, ...

Black Friday Market Impact |AWM Insights | Financial and Investment News from 2022-02-21T12:47:37.082290

Brandon Averill, Erik Averill, and Justin Dyer discuss the rising stock market even in a global pandemic, and long term investing, with a plan for whatever may come your way

COVID Vaccines and Long-Term Investing | AWM Insights | Financial and Investment News from 2022-02-21T12:47:37.070728

We begin by highlighting more hopeful news from last week – this time out of the UK, as they become the first country to approve a COVID-19 vaccination with it expected to roll out this week throug...

Bitcoin, Georgia Senate, Stimulus Checks and 2021 Markets | AWM Insights | Financial and Investment News from 2022-02-21T12:47:37.068209

As we close the books on one of the wildest years for the financial markets to date and head into 2021, how do we approach this new year in light of the volatility of last year’s markets? The S&P d...

Gamestop, Robinhood & Crypto | AWM Insights | Financial and Investment News from 2022-02-21T12:47:37.064594

There is only one topic we can possibly talk about this week. It has set the investing world ablaze. It's GameStop, AMC, Robinhood, meme stocks, hedge funds, short squeezes, and of course good vers...

Market Highs, GameStop’s Historic Drop, How To Win the Stock Market Game | AWM Insights | Financial and Investment News from 2022-02-21T12:47:37.062165

Last week we saw the S&P 500 close with its best week since November 2020. We also saw GameStop plunge 80.4%. How can these two things exist at the same time? Is the market broken? Is it too risky?...

Cutting Through the Investment FOMO | AWM Insights | Financial and Investment News from 2022-02-21T12:47:37.059199

Are there days you feel like everyone is making money, except for you?

Open Twitter, Reddit or YouTube and everyone is spewing advice on what to invest in next.  In this information age, ...

Should You Invest in Dave Portnoy’s BUZZ ETF? | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #52 from 2022-02-21T12:47:37.058030

Why did Brandon smile when he heard the BUZZ ETF news? Why don't we sharpshoot specific company stock? How often do markets actually "perform"?

Key #1 to Investing Like a Pro | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #56 from 2022-02-21T12:47:37.054177

The S&P 500 hits a record high, Bitcoin continues to climb, real estate is exploding, and yet the questions of higher taxes, inflation and a bubble loom. 

Headlines seem to elicit either f...

Should You Keep Investing in What’s Winning Now? | Erik Averill, Justin Dyer | AWM Insights #60 from 2022-02-21T12:47:36.878617

Investment returns continue to soar higher across the world in both the public and private markets.

Should your future investments go into what has been doing the best recently?

Whil...

Is Real Estate Investing Better Than Stocks or Gold? | Erik Averill & Justin Dyer | AWM Insights #64 from 2022-02-21T12:47:36.875234

Real estate markets around the country are booming – home values are skyrocketing, demand is high, inventory in many places is low, and many are wondering if they should be getting in to real es...

How Does Inflation Impact Investment Portfolios? | Brandon Averill & Justin Dyer | AWM Insights #65 from 2022-02-21T12:47:36.874072

Recent reports have shown jobless claims falling to new pandemic lows and wages growing, but there are also some indicators that prices might be ticking up as well – potential signs of inflation...

The Greatest Driver of Wealth Creation | Erik Averill, Justin Dyer | AWM Insights #69 from 2022-02-21T12:47:36.841513

In the past year, we’ve seen a boom in entrepreneurship – with more businesses being created in 2020 than any other year in history, companies going public, and as of July 1st, the Mets paid Bob...

Amateur vs Pro: The Importance of Asset Allocation | Erik Averill, Brandon Averill, Justin Dyer Insights #73 from 2022-02-21T12:47:36.837475

In your investment portfolio, you have the choice of making the amateur move – listening to the mainstream financial pundits who want you to feel FOMO over the latest stock picking craze – or th...

Where Should You Get Financial Advice? | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #81 from 2022-02-21T12:47:36.766530

There are millions of places to find mainstream investment advice across television, books, social media, newspapers, newsletters, and friends. The problem is that this advice is almost always i...

The Portfolio for Multi-Generational Wealth | Brandon Averill, Erik Averill, Justin Dyer |AWM Insights #85 from 2022-02-21T12:47:36.762694

“Shirtsleeves to shirtsleeves in three generations.” 

This is the expression commonly used to describe the reality that wealth is rarely sustained past the third generation. Building wealt...

Efficient Markets in Action | Brandon Averill, Justin Dyer | AWM Insights #86 from 2022-02-21T12:47:36.761857

Public markets are efficient, meaning they price in all public information almost instantaneously. 

This was proven once again this week when Peloton reported earnings and immediately drop...

Why Winners Keep Winning in Private Markets | Brandon Averill, Justin Dyer | AWM Insights #90 from 2022-02-21T12:47:36.758385

To get the best returns in Private Markets you need to have an advantage. Do you have more information or uncommon expertise about the company? Can you add value to the company to improve their ...

Vehicles of Investing: What Am I Buying? | Brandon Averill, Justin Dyer | AWM Insights #96 from 2022-02-21T12:47:36.752980

So now you are ready to invest and become an owner or lender, but what do you buy and how?

Stocks, bonds, mutual funds, ETFs, hedge funds, and private investments all make up the universe ...

NFTs Explained | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #97 from 2022-02-21T12:47:36.751914

What is a Non-Fungible Token and should you be buying or creating them?

NFTs and Web 3.0 have the vision to return ownership and value back to creators and their communities, but can that ...

What Does It Cost to Buy a Stock? | Brandon Averill, Justin Dyer | AWM Insights #98 from 2022-02-16T00:17:47

Do you know how to buy a stock? How do you open a brokerage account and which account type should you select? Have you made an investment in private equity before? 

In this week’s episode,...

Are You An Owner or Lender? | Brandon Averill, Justin Dyer | AWM Insights #95 from 2022-01-25T18:15:38

To understand investing, you must start with ownership and lending. You can use your money to either buy ownership or lend it to borrowers. Investors are either owners or lenders, anything else ...

Why We Invest in the First Place | Brandon Averill, Justin Dyer | AWM Insights #94 from 2022-01-19T18:07:20

Why risk your hard-earned money? What if you don’t invest because you’re too scared to take any risk? 

Every person has different priorities and investing money to meet th...

The Big Picture | Brandon Averill, Justin Dyer | AWM Insights #93 from 2022-01-11T18:36:32

Money is such an important part of our lives, impacting mental and physical health. With so much information available immediately and through so many sources, sticking to the data of what works...

What Does Financial Structure Mean? | Brandon Averill, Justin Dyer | AWM Insights #92 from 2021-12-21T17:31:22

Financial Structure is a household’s entire net worth, human capital, and tax rate evaluated in a comprehensive and holistic framework.

No matter how many different accounts you have, you ...

Gambling vs Science | Brandon Averill, Justin Dyer | AWM Insights #91 from 2021-12-14T16:58:21

Fundamentals are the science of investing. The data and evidence prove that long-term investors that stay tax-conscious win over the long term. Smart diversification, managing emotions, avoiding...

Superpowers of Investing | Brandon Averill, Justin Dyer | AWM Insights #89 from 2021-11-30T20:21:17

To be able to invest like a pro for the long-term you must adopt three investment philosophies:

Let Data Drive Investment Decisions 

This means ignoring chasing the ...

What Type of Gifts Do You Buy? | AWM Insights #88 from 2021-11-23T17:22:10

The gifts you buy for other people define a lot about your relationship with money. Are you compensating for an insecurity? Are you showing off?

Success with your money starts with your re...

Ignoring Tax Planning is Expensive | Brandon Averill & Justin Dyer | AWM Insights #87 from 2021-11-16T18:28:19

Congress is set to pass a large spending bill before the end of the year that will increase the tax bills of many. Tax planning is something every athlete deserves incorporated into their financ...

Why am I Investing? | Brandon Averill, Justin Dyer | AWM Insights #84 from 2021-10-26T18:31:39

The most important question when it comes to investing is the why? You cannot give good financial advice or make good investing decisions on your own without understanding what success looks lik...

How Should You Build Your Portfolio? | Brandon Averill & Justin Dyer | AWM Insights #83 from 2021-10-19T16:27:32

In the previous two episodes of AWM Insights, we covered when the best time to invest your money is and where to look for your investment advice. This week we continue by discussing how you shou...

When Is A Good Time To Invest? | Brandon Averill, Justin Dyer | AWM Insights #82 from 2021-10-12T18:17:40

Whenever you have the money, it is the best time to invest. The caveat is that you must have a customized, well thought out plan that you can stick with over the long term. The market will alway...

Market Predictions and Emotional Investment Decisions | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #80 from 2021-09-28T17:45:58

Last week had the largest market down day of 2021, yet the markets finished slightly up on the week. What can and should you expect from the market?

Markets moving up and down is normal an...

What Should You Do During Market Volatility | Brandon Averill, Justin Dyer | AWM Insights #79 from 2021-09-21T14:00

With recent market dips, a common question that arises is: what causes market volatility?

The answer is a complex set of circumstances determined by many market decisions,...

The Diamond Hands Myth | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #78 from 2021-09-14T15:48:07

Is picking individual stocks a good investment strategy? 

Yes, if you like not being compensated for a lot of risk…No, if you want to have an actual investment strategy. 

While a cas...

Does More Risk Always Mean More Return? | Erik Averill, Justin Dyer | AWM Insights #77 from 2021-08-31T21:21:44

Following our deep dive into risk on last week’s episode, we received a listener question asking if risk and return are always perfectly related.

Absolutely not.

Sim...

Risk Defined | AWM Insights #76 | Erik Averill, Justin Dyer | AWM Insights #76 from 2021-08-24T17:41:32

Risk might be the most used word in finance. We hear it all the time, but many have no idea how to define or quantify it. 

The reality is that “risk” is an umbrella term with different typ...

Tuning out the noise of the “All-Time High” | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #75 from 2021-08-17T15:55:01

Everyday, thousands of investors tune into their favorite business news channels and hear pundits discuss trends in the markets. They see flashy tickers at the bottom of their screen and listen ...

Passive Income: Only for Real Estate Tycoons? | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #74 from 2021-08-10T16:50:04

You see it all over the news and social media: wealthy people talking about how they generate monthly income without ever having to work. Purchase a home or rental property, then open your mailb...

The Toolbox of Portfolio Construction | Erik Averill, Justin Dyer | AWM Insights #72 from 2021-07-28T09:00

One of the most important aspects of reaching your financial priorities over the long term is portfolio construction. 

Just as important as putting the right players in the right positions...

Human Capital Realized – Now What? | Brandon Averill, Justin Dyer | AWM Insights #71 from 2021-07-20T16:05:22

We believe that the greatest driver of your net worth is your human capital.

But what about when you reach the phase in your life w...

Illiquidity Premiums in Real Estate and Private Equity | Erik Averill, Brandon Averill | AWM Insights #70 from 2021-07-13T21:27:48

With the all-time market highs that we’re seeing despite fears of inflation, we’re also continuing to see the popularity of real estate investing and venture capital private equity. But whether ...

Hire the Architect: Building Your Financial Structure | Erik Averill, Brandon Averill | AWM Insights #68 from 2021-06-30T14:59:51

With markets continuing their unpredictable ebbs and flows, one important piece of news emerged in a ProPublica article that Listen

What Is The Fed and Why Should I Care? | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #67 from 2021-06-22T19:46:36

This week we’re tackling the topic of the Federal Reserve, Inflation, and why these are important to you as an investor. It seems like this topic has come up out of nowhere in the last couple mo...

Is Inflation Here to Stay? | Brandon Averill, Justin Dyer | AWM Insights #66 from 2021-06-15T16:50:24

The most recent Consumer Price Index (CPI) report shows a continued rise in inflation – the fastest pace of higher prices since 2008. So, while it’s safe to say we’re seeing some inflation as th...

Jumping Into The Deep End? Learning How To Invest | Brandon Averill, Justin Dyer, Zach Miller | AWM Insights #63 from 2021-05-25T20:38:50

There’s been plenty of conversations online, in the media, and in locker rooms about which stocks to buy and why crypto is a sure bet, but how do you sift through the FOMO and educate yourself e...

Tesla, Crypto, Inflation & Investing Like a Pro | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #62 from 2021-05-18T19:40:12

Last week, three main stories sent shockwaves through the markets stoking anxiety for investors going forward. 

• Elon Musk shocked the crypto world announcing Tesla would not accept Bi...
  Listen

Do You Know What Returns You Should Expect? | Brandon Averill, Justin Dyer | AWM Insights #61 from 2021-05-11T16:59:10

At times investing can seem like a black box. And today, it may feel like you are the only missing out on astronomical returns. 

Yet, nothing lasts forever. 

It is important to remin...

Biden’s Capital Gains Tax Increase? What Can You Control? | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #59 from 2021-04-27T22:04:05

Last week, President Joe Biden revealed his proposal to increase the capital gains tax on the wealthy, potentially forcing them to pay up to 43% on investment gains. 

The sticker shock is ...

Market Timing? When to Get In or Out | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #58 from 2021-04-20T18:00:37

Crypto, real estate and the public stock market continue to roar upward. 

• Can it last forever?
• Are we close to a bubble?
• Should you think about getting out?
• Or...
  Listen

Missing Significant Tax Savings? Pro Strategies: After-Tax Investing | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #57 from 2021-04-13T22:19:08

Most people don't like to pay taxes and try to find every loophole there is. 

But when it comes to investing, most investors are paying taxes they don't have to.

As an investor, you ...

Invest Like a Pro | Erik Averill, Justin Dyer | AWM Insights #55 from 2021-03-30T17:24:01

Who has the skill to outperform the market?

Beeple’s NFT Sells for $69 Million – Should You Get In? | Brandon Averill, Justin Dyer | AWM Insights #54 from 2021-03-23T20:32:13

In this episode, Justin and Brandon discuss the week in finance and investment news including the $1.9 trillion stimulus that recently started getting divvied out, a “status quo” Fed meeting, an...

Capturing Outsized Returns in Private Markets | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #53 from 2021-03-16T19:42:11

In this episode, we take a break from the usual discussions of financial and investment news over the past week to take a deeper dive into private markets. With all the excitement over the past ...

How To Practically Think About Risk and Return | AWM Insights | Financial and Investment News from 2021-02-23T21:29:15

As mentioned last week, Erik, Brandon and Justin spend the majority of this episode discussing how to think about risk, return and allocating capital over the long-term including a framework of how...

Biden’s Executive Orders, ESG Investing & Your Portfolio | AWM Insights | Financial and Investment News from 2021-01-26T20:49:58

President Biden wasted no time making international news. With the third executive order of his new administration, President Joe Biden put the US back into the Paris Agreement. President Biden als...

Will Biden’s $1.9 Trillion Stimulus Plan Impact My Portfolio? | AWM Insights | Financial and Investment News from 2021-01-19T21:37:16

After yet another week packed with events including president-elect Biden rolling out a $1.9 trillion stimulus package, big tech bans, and Bitcoin hitting an all-time high and then losing almost a ...

Is Your Portfolio Safe? Capitol Chaos, The Blue Wave & All Time Highs | AWM Insights | Financial and Investment News from 2021-01-12T11:00

In this week’s episode, AWM co-founders Erik Averill and Brandon Averill along with Chief Investment Officer Justin Dyer discuss last week’s events and financial news and how we could be seeing unp...

Should I Invest in Crypto? | AWM Insights | Financial and Investment News from 2020-12-22T17:26:31

As the dust of 2020 begins to settle and we round the corner to the end of the year, we can see just how wild it was. More than 40 weeks since COVID-19 has started, financial markets dropped by mor...

How an Unprofitable Company Went Public with a $60 Billion Market Cap | AWM Insights | Financial and Investment News from 2020-12-15T17:34:18

Some of the biggest financial and investment news from the last week includes DoorDash – a food delivery service – reached a $60 billion market cap, even though the company isn’t currently profitab...

Fool's Errand | AWM Insights | Financial & Investment News from 2020-11-24T10:00

 AWM Insights

Presented by AWM Capital

A Fool’s Errand

Why you should always be planning financially for something like COVID

For more insights, sign up for our ...

Luck Masquerading as Skill | AWM Insights | Financial & Investment News from 2020-11-17T10:00

With everything going on in the world right now, the markets somehow keep going up. Brandon Averill, Erik Averill and Justin Dyer talk about the relationship of risk and return, how fast a bit of i...

Election Impacts on Portfolio | AWM Insights | Financial & Investment News from 2020-11-10T10:00

With the election behind us what are the immediate moves we should make to ensure portfolio viability in 2021? Erik and Brandon Averill of AWM Capital walk through what to know in the midst of the ...

Focusing on the Process | AWM Insights | Financial and Investment News from 2020-10-27T10:00

Another great reminder that not all private market opportunities are without substantial risk. Plus, the electric car boom is approaching and how to make sense of all of the noise surrounding the e...

An Absolute Must Have in Your Portfolio | Dave Plecha | AWM Insights Financial & Investment News from 2020-10-19T18:49:50

The importance of folding Municipal Bonds into your portfolio has been a common discussion on AWM Insights, this week Dave Plecha, the Global Head of Fixed Income at Dimensional Fund Advisors, join...

Avoiding the Investment Noise | AWM Insights | Financial & Investment News from 2020-10-13T09:00

Avoid the noise during earning season! The financial media only draws on quarter over quarter numbers, which is not a great indicator of long term gains or success. Plus, beyond making the right in...

Investing in Tik Tok US | AWM Insights | Erik Averill, Brandon Averill & Justin Dyer from 2020-09-29T02:45:35

For more insights, sign up for our newsletter at awminsights.com

Investment in Tik Tok US is starting to make headlines; Erik, Brandon and Justin give you The Average Joes vs. Pros on Tik ...

Important Inflation News for Investors | AWM Insights | Financial & Investment News from 2020-09-15T16:00

The Federal Reserve held a virtual conference where they said they would be willing to let inflation run higher over a certain period of time to make up for lower inflation we’ve experienced in the...

Do Valuations Matter Anymore? | Erik Averill, Brandon Averill | AWM Insights #25 from 2020-08-25T00:00

Last Tuesday, the S&P 500 hit a record high after a sudden and unprecedented decline in the earlier months of the year. Much of the growth has been attributed to 5 big tech stocks, which we cove...

Is Biden Or Trump Better For Your Investment Returns? | Erik Averill, Brandon Averill | AWM Insights #24 from 2020-08-18T00:00

Are certain presidential candidates better for the stock market? If so, is there a “correct” party to vote for to improve the chances of stronger returns? We often hear political pundits offerin...

Should You Invest In A SPAC? | Erik Averill, Brandon Averill | AWM Insights #23 from 2020-08-11T00:00

Recently in the headlines, we’ve seen a lot of attention around SPACs (special purpose acquisition company) due to some big names in the investing world doubling down on them this year. So far i...

Where Does Gold Fit In Your Portfolio? | Erik Averill, Brandon Averill | AWM Insights #21 from 2020-07-28T00:00

Gold is a topic that tends to pop up anytime there’s uncertainty in the market or conversations of where the economy is headed. We’ve seen gold hit all-time highs over the past week joined with ...

Is A Market Crash Inevitable? | Erik Averill, Brandon Averill | AWM Insights #20 from 2020-07-21T00:00

With a looming election this fall, an ongoing global pandemic, and companies declaring bankruptcy left and right; there is currently no shortage of speculation framed as certain advice everywher...

Why Taxes Matter To Your Investments | Erik Averill, Brandon Averill | AWM Insights #19 from 2020-07-14T00:00

One of the most important distinctions we like to make with our clients is that our primary job is not only investing. We re-center our clients’ definition of success by asking them if simply in...

Gambling Or Investing – Which Game Are You Playing? | Erik Averill, Brandon Averill | AWM Insights #17 from 2020-06-30T00:00

Over the last couple weeks, we've seen the return with a vengeance of volatility in the markets with some of the biggest highs and lows in history all within a short time span. With these swings...

Should COVID-19 Change Our Investment Decisions? | Erik Averill, Brandon Averill | AWM Insights #16 from 2020-06-23T00:00

With a spike in Coronavirus cases around the country, we continue to see multiple industries getting shaken including airlines, cruise ships, and travel destinations. Alternatively, we see the t...

Should I Try To Day Trade? | Erik Averill, Brandon Averill | AWM Insights #15 from 2020-06-16T00:00

The market has continued to bring surprises. In the last couple months we've seen one of the quickest recessions to one of the quickest recoveries then suddenly last week we saw a -6% down day i...

Characteristics Of A Long-Term Investor | Erik Averill, Brandon Averill | AWM Insights #12 from 2020-05-26T00:00

We've said that trying to predict markets is a dangerous game to play, so now that the country begins to open up - how do we answer the frequently asked question of what the market will do over ...

Stock Market Vs Economy | Erik Averill, Brandon Averill | AWM Insights #11 from 2020-05-19T00:00

In recent weeks, we've seen a lot about how the stock market seems to be rallying, but the economy is doing poorly. As a result, we've received a lot of questions about how there can be a discon...

Private Market Investing Like A Pro | Erik Averill, Brandon Averill | AWM Insights #10 from 2020-05-12T00:00

Much of the initial emotion toward fluctuating markets has softened and our clients have begun asking great questions like "Should I invest in oil? Or real estate?" which we have been addressing...

Should I Invest In Real Estate? | Erik Averill, Brandon Averill | AWM Insights #8 from 2020-04-28T00:00

Real estate is a topic that a lot of people have interest in - often from being home owners themselves. There is wide exposure to the idea of investing through real estate in tv shows, books, we...

Should I Invest In Oil? | Erik Averill, Brandon Averill | AWM Insights #7 from 2020-04-21T00:00

After another week of wild financial markets, we saw another historic first yesterday where the price of oil actually went negative. Does this mean you should run out to your local gas station a...

What Is Asset Location? | Erik Averill, Brandon Averill | AWM Insights #6 from 2020-04-14T00:00

In a time where it can feel like a lot of things are out of our control, there are still some things you can do that add tremendous value to your portfolio. Last week, we discussed one of the me...

Is This The Bottom? | Erik Averill, Brandon Averill | AWM Insights #4 from 2020-03-31T00:00

The financial market upheaval that has accompanied the COVID-19 epidemic has been a teachable moment for investors. The S&P had been down 34% and investors wondered if it would ever stop falling...

Staying The Course During A Downturn | Erik Averill, Brandon Averill | AWM Insights #3 from 2020-03-24T00:00

In times of uncertainty, it's human nature to try and control things - specifically within investing. Some of the most frequently asked questions we've received from our clients are: "Should I b...

What Is Rebalancing? | Erik Averill, Brandon Averill | AWM Insights #2 from 2020-03-17T00:00

Welcome back to another edition of AWM Insights. With all the recent public market volatility, we've been highlighting the importance of our long-term investment strategy. Since 1928, there have...

Navigating Financial Markets In Global Crises | Erik Averill, Brandon Averill | AWM Insights #1 from 2020-03-10T00:00

Welcome to our new bonus series: AWM Insights! In these mini episodes, we will hear from the AWM team on different topics and resources relevant to our community in 5-7 minute episodes. 

F...

Navigating Financial Markets In Global Crises | Erik Averill, Brandon Averill | AWM Insights #1 from 2020-03-10T00:00

Welcome to our new bonus series: AWM Insights! In these mini episodes, we will hear from the AWM team on different topics and resources relevant to our community in 5-7 minute episodes. 

F...

Navigating Financial Markets In Global Crises | Erik Averill, Brandon Averill | AWM Insights #1 from 2020-03-10T00:00

Welcome to our new bonus series: AWM Insights! In these mini episodes, we will hear from the AWM team on different topics and resources relevant to our community in 5-7 minute episodes. 

F...