AWM Insights Financial and Investment News

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.

Chapters
(00:02) Gold and Precious Metals in the Spotlight
(02:19) Investment Principles and Cash Flow Focus
(05:54) Geopolitical Instability and Gold Demand
(08:26) Portfolio Construction and Hedging Strategies
(10:14) Comparing Long-Term Returns for Gold and Equities
(12:22) Importance of Long-Term Perspective and Patience
(14:10) The 100-Year Family: Wealth Compounding Over Generations

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• Website: https://www.athletefamilyoffice.com/
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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.

Chapters
(00:07) Tariff Tensions and Market Jitters
(01:58) Importance of Discipline Over Prediction
(04:21) Market Reactions in Gold, Silver, and Bonds
(06:58) Long-Term Perspective on Volatility
(09:13) Optimism in the Face of Negative News

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• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
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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.

Chapters
(00:00) Reflecting on 2025 Market Performance
(01:19) Tariffs and Volatility in 2025
(02:27) Benefits of Diversification and Discipline
(04:01) Efficient Markets and the Dangers of Timing
(07:13) Building Repeatable Investment Processes
(08:00) Focusing on Habits and Controlling the Controllables
(09:49) Sticking to the Playbook and Accountability

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• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
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In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna dig into the world of real estate investing, breaking down the myths and realities of building wealth through property. They explore the pitfalls of single-family rentals, the power of diversification, and what it really means to take an institutional approach to real estate. With expert insights and real-world examples, Justin and Mena reveal how to think like a pro, identify the best opportunities, and steer clear of common mistakes. Whether you're new to real estate or looking to sharpen your strategy, this conversation delivers clear, actionable guidance for navigating today’s complex markets.

Connect with Us

• Call or test us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Chapters
(00:00) Institutional Approach to Real Estate Investing
(01:15) Pitfalls of Direct Single-Family Investing
(02:52) Power of Diversification in Real Estate
(05:27) Sector and Asset Class Selection
(06:26) Demand, Location, and Market Dynamics
(10:35) Navigating Macro Trends and Local Nuances
(12:57) Setting Strategy with a Top-Down View

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.

Chapters
(00:09) Approaching Venture Capital Like an Institutional Pro
(01:20) Importance of Diversification in Venture Portfolios
(04:14) Exposure to Innovation Hubs and Networks
(08:47) Power Law and Outlier Returns in Venture Investing
(11:51) Looking Ahead to Other Private Market Strategies

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• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

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.

Chapters
(00:00) Why Venture Capital Demands a Strategic Approach
(02:00) Common Pitfalls in Early Stage Investing
(04:00) Power Law Dynamics and Portfolio Construction
(07:00) Importance of Diversification and Manager Selection
(09:00) Vintage Year and Sector Diversification Strategies

Connect with Us

• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

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.

Connect with Us

• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Chapters
(00:00) Introduction to Private Market Investing
(01:00) Growth and Complexity of Private Markets
(03:00) Institutional Approach Versus Individual Investing
(05:00) Access and its True Value
(08:00) Importance of Data and Base Rate Probabilities
(09:00) Pitfalls of One-Off and Product-Driven Investing
(11:00) Diversification and Building a Playbook

In this special holiday episode of AWM Insights, Justin Dyer and Mena Hanna reflect on recent market volatility and the power of gratitude in investing. They discuss why market sell-offs are a natural—and even beneficial—part of the long-term wealth journey, sharing stories drawn from real client experiences and hard-earned expertise. With a focus on aligning investment strategies to life priorities and managing emotional responses to market swings, this episode offers a human-centered perspective to help you stay confident and purposeful, no matter the market’s direction. Tune in for fresh perspective and practical wisdom as you head into the holiday season.

Connect with Us

• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Chapters
(00:00) Reflecting on Recent Market Volatility
(02:48) Gratitude for Market Downturns and Long-Term Gains
(04:16) Investing for Life Priorities
(06:16) Navigating Emotions in Investing
(07:13) Human-Centered Approach and Client Gratitude

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.

Connect with Us

• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Chapters
(00:00) Market Volatility and Recent Performance
(02:00) Forces Driving the Current Market
(05:00) Shifting from Optimism to Realism
(06:00) The Role of Risk and Volatility in Investing
(08:00) Singles and Doubles Versus Chasing Home Runs
(09:30) Making Good Decisions Amid Uncertainty
(10:45) Sticking to Your Investing Playbook

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.

Connect with Us

• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Chapters
(00:00) Defensive Strategy Wins Championships
(02:50) Building a Playbook for Investing
(04:03) Bonds and the Role of Defense
(06:40) Diversification as Offensive Defense
(07:38) Decision-Making and Play Calling
(10:23) Discipline and Multi-Generational Confidence