AWM Insights Financial and Investment News

AWM Insights Presented by AWM Capital Focusing on the Process  For more insights, sign up for our newsletter at awminsights.com AWM Capital: IG | LinkedIn | Facebook | AWMCap.com Erik Averill: LinkedIn Brandon Averill: LinkedIn Justin Dyer: LinkedIn Another great reminder that not all private market opportunities are without substantial risk. Plus, the electric car boom is approaching and how to m...

An Absolute Must Have in Your Portfolio AWM Insights Presented by AWM Capital Guest: Dave Plecha , Global Head of Fixed Income at Dimensional Fund Advisors For more insights, sign up for our newsletter at awminsights.com AWM Capital: IG | LinkedIn | Facebook | AWMCap.com Erik Averill: LinkedIn Brandon Averill: LinkedIn Justin Dyer: LinkedIn   The importance of folding Municipal Bonds into your por...

Avoiding the Investment Noise AWM Insights Presented by AWM Capital For more insights, sign up for our newsletter at awminsights.com AWM Capital: IG | LinkedIn | Facebook | AWMCap.com Erik Averill: LinkedIn Brandon Averill: LinkedIn Justin Dyer: LinkedIn   Avoid the noise during earning season! The financial media only draws on quarter over quarter numbers, which is not a great indicator of long t...

Hims for Us? AWM Insights Presented by AWM Capital For more insights, sign up for our newsletter at awminsights.com AWM Capital: IG | LinkedIn | Facebook | AWMCap.com Erik Averill: LinkedIn Brandon Averill: LinkedIn Justin Dyer: LinkedIn   How has President Donald Trump contracting COVID-19  impacted the markets? Plus, the most important investment strategy you'll need is a tax strategy.    :45 -...

Investing in Tik Tok US?  AWM Insights Presented by AWM Capital For more insights, sign up for our newsletter at awminsights.com   AWM Capital: IG | LinkedIn | Facebook | AWMCap.com Erik Averill: LinkedIn Brandon Averill: LinkedIn Justin Dyer: LinkedIn   Investment in Tik Tok US is starting to make headlines; Erik, Brandon and Justin give you The Average Joes vs. Pros on Tik Tok impact in public +...

A Period of Rising Inflation AWM Insights Presented by AWM Capital For more insights, sign up for our newsletter at awminsights.com   AWM Capital: IG | LinkedIn | Facebook | AWMCap.com Erik Averill: LinkedIn Brandon Averill: LinkedIn Justin Dyer: LinkedIn   Last week, we discussed the Federal Reserve’s recent meetings where they signaled a willingness to allow a rise in inflation over the next 10-...

Important Inflation News for Investors AWM Insights Presented by AWM Capital For more insights, sign up for our newsletter at awminsights.com AWM Capital: IG | LinkedIn | Facebook | AWMCap.com Erik Averill: LinkedIn Brandon Averill: LinkedIn Justin Dyer: LinkedIn You might be familiar with the terms “inflation” and “deflation,” but do you know how they positively and negatively impact us as invest...

Trump or Biden For Investment Returns? AWM Insights Presented by AWM Capital For more insights, sign up for our newsletter at awminsights.com AWM Capital: IG | LinkedIn | Facebook | AWMCap.com Erik Averill: LinkedIn Brandon Averill: LinkedIn Justin Dyer: LinkedIn Are certain presidential candidates better for the stock market? If so, is there a “correct” party to vote for to improve the chances of...

With an estimated $44 billion worth of startups like Snowflake , Unity Software , JFrog , Sumo Logic and Amwell going from private to public right now, is it time to try and strike it rich by investing in the next unicorn company during its initial public investment (IPO) phase? If you only got your investment advice from the mainstream media, you might assume that this is the best way to create m...

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 covered on a recent episode . As we’ve seen these 5 big tech stocks diverge, it’s made many investors ask if valuations even matter anymore? While these companies are enjoying their highest valuations ever,...

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 offering advice or predictions around presidential election season, and suggest that the answer to both of these questions is unequivocally “yes.” There are certainly many ways political candidates impact our coun...

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 in 2020, 60 of the 95 IPOs in the US have come from these SPACs and they’ve raised $24 billion further cementing them as the preferred method for going public this year. So what exactly are SPACs and should...

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 positive moves. What’s behind the majority of the returns in the public stock market? Tech companies like Apple, Microsoft, and Google. In fact, the disparity in the S&P 500 is from the 5 largest compani...

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 increased nervousness of the pending stimulus package in congress and upcoming elections. This has resulted in more voices who recommend investing in gold as a safe alternative to a volatile market. In this...

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 everywhere you look. Mainstream media pundits and social media influencers alike are quick to share the latest stock tip, advice on market timing, speculations on bankrupting companies, or even urge you to exit the...

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 investing is the goal or if it’s actually to increase their net-worth after taxes and expenses? The answer is always: net worth. Investing is really just a means to an end. Our primary job, and the ultimate v...

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 guidance of some of the best analysts in the business on their predictions of how some of the top companies are doing, but does that mean that you should be acting on those claims? Put simply, “earnings seas...

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, we're starting to see non-investor voices give investing advice that really boils down to gambling.  The message from these media personalities is loud and clear: now is the time for people to become acti...

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 top tech companies (Google, Facebook, Microsoft, Apple, and Amazon) combined currently represent more than 20% of the S&P 500, which makes sense with more people than ever relying on technology to work a...

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 in the market.  In tandem with this market volatility, we've also seen many big name companies declare bankruptcy followed by their stock prices skyrocketing. In their wake have been more voices who have ado...

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. Ultimately, this can be described as the upside of ownership. This week, we'll continue with part two where we'll explore the fundamentals of ownership and cover topics and questions like:  What exactly  are ...

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 been asked if now is a good time to consider cryptocurrency.  However, these might be the wrong questions, at least in starting the conversation. Instead, we should start with our overall money goals - wha...

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 the coming months? We typically start our response by revisiting why our clients are invested in the public markets in the first place. The answer should not be to try to make a significant return within th...

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 disconnect between those two entities. However, when the stock market is mentioned, many refer to the S&P 500, which only makes up only 44% of the U.S. economy. Whereas, when we discuss the actual economy, it...

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 the past few weeks in our Insights podcasts. This week, we wanted to focus our attention on some of the ways we do like to think about taking concentrated risks - specifically in the private markets. We've...