AWM Insights Financial and Investment News

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 real.  Yet, we believe taxes are not the only risks to investors. It is the failure to control what you can control and making risky decisions that, at best, are hopes and dreams.  Listen in as we discuss what yo...

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 should you invest more? Making the wrong decision will severely impact your returns and history shows it is extremely difficult to make up lost ground.  Listen in as we discuss what the professional investors know and how to avoid being the...

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 care about one thing: your after-tax return. Because you have one net worth, and you have one effective tax rate. And you only get to spend, grow, or give after-tax money. Listen in as we discuss the most significant t...

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 fears of missing out or fears of inevitable doom.  You have worked hard for your money and rightfully so, want to make sure you are making the best decisions.  Listen in as we discuss the #1 Key to Investing l...

Can hiring skilled active managers help you outperform the market? The premise of active management is that with enough skill, one can consistently outperform the market, or the benchmark on a risk-adjusted basis. Active managers boast their strategies can deliver. What does the evidence say? For the 11th consecutive one-year period, the majority (60%) of Active Large Cap funds underperformed the...

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, and new inflation worries riding on the tails of a slight interest rate jump.  However, the big news this past week – and our main discussion for the episode – is of the digital artist Beeple selling his work...

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 year around individual stock picking, the entrance of new forms of cryptocurrency and NFTs (non-fungible tokens), we thought it’d be good to spend some time on private markets because we think they are wher...

The most recent jobs report was released last Friday with data looking far more positive than previously predicted, which seems to suggest the economy is recovering. However, as we’ve discussed before , the economy and stock market are not connected. So, while the jobs report pointed to good news, the NASDAQ dropped four out of five trading days last week with big companies like Tesla, Apple and N...

Are there days you feel like everyone is making money, except for you? The stories of friends turned day traders, the insane rise of the NBA’s Top Shop NFT (non-fungible tokens) craze and of course, Bitcoin skyrocketing can leave even the most seasoned investor with a bit of FOMO. Open Twitter, Reddit or YouTube and everyone is spewing advice on what to invest in next.  In this information age, th...

It’s been another eventful week in the markets with a stronger than expected earnings season, Bitcoin continuing to reach new highs despite China testing their own digital currency called the e-yuan, and a SPAC bonanza . 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 includin...

While every front office executive surely doesn’t look like Brad Pitt in Moneyball, sports are now driven by analytics. Why? Teams are trying to figure out a way to predict who is going to be successful inside the structure of the given game. How to construct a portfolio, i.e. a team of players that's going to produce wins that results in profits for the company (team). Teams are investing million...

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? To the contrary, the stock market is still and will most likely always be one of the greatest ways to grow generational wealth. However, not everyone will succeed. Those who approach investing as am...

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 versus evil - retail versus Wall Street. On today’s Insights podcast, Erik, Brandon and Justin cover everything you need to know ranging from, “is this a once-in-a-lifetime opportunity?” to “how the best inv...

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 also pledge $2 Trillion toward creating a clean energy future. In tandem, Christina Figueres, the creator the Paris Agreement joins the board of Impossible Foods. With companies and governments focusing on...

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 third of its value shortly thereafter – Erik, Brandon and Justin cut through the noise to help you navigate through the most recent financial and investment news. This week, they discuss the potential im...

Already in the first few weeks of 2021, we’ve seen: Bitcoin cross the $40k mark, President-elect Biden promise $2k stimulus checks, Elon Musk has become the richest man on the planet while one of the other richest men in the world – Jack Ma – has apparently gone missing, the Democrats win the Senate run off in Georgia, and rioters stormed the US Capitol. And is the midst of these events, the marke...

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 dropped 33.9% then ended the year up 18.3%, Small caps out-performed the S&P ending up 20%, and Bitcoin finished up 304% after seeing a -52.4% decline during the year. What lessons should we take...

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 more than 30% and currently are up around 17-20%. However, there’s been one asset class that’s currently up over 200% - cryptocurrency. With more than $11.5 billion in Bitcoin purchased in the last 90 days...

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 profitable. Will it get to profitability? Why are IPOs like this and AirBnB ending up with such unexpectedly huge valuations? This week, Brandon Averill and Justin Dyer discuss these high valuations, break down...

AWM Insights  Presented by AWM Capital COVID Vaccines and Long-Term Investing 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 In this week’s episode, Erik Averill, Brandon Averill, and Justin Dyer discuss the biggest financial news of the past week and highligh...

AWM Insights  Presented by AWM Capital Black Friday Market Impact 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 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...

 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 newsletter at awminsights.com AWM Capital: IG | LinkedIn | Facebook | AWMCap.com Erik Averill: LinkedIn Brandon Averill: LinkedIn Justin Dyer: LinkedIn The markets have begun to level out with conflicting forces from the government taking...

 AWM Insights Presented by AWM Capital Luck Masquerading as Skill And the art of controlling what you can control when it comes to investments in your portfolio 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 With everything going on in the world right now, the...

 AWM Insights Presented by AWM Capital Election Impacts on PortfolioHow to not overreact to the overabundance of noise 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 With the election behind us what are the immediate moves we should make to ensure portfolio vi...

 AWM Insights Presented by AWM Capital A Tax Boost for your PortfolioGuest: Alan Trice , Head of Advisory Services, Gurtin Municipal Bond Management. Making money off your investment portfolio is only a part of the puzzle, what are your portfolio's tax implications? It's paramount to ensure you fold a tax plan along with investment strategies into your portfolio. On this front, municipal bonds is...