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.

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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