AWM Insights Financial and Investment News

Tailoring a portfolio to your needs is very similar to designing and constructing a home for you. A general plan needs to be established based on how many rooms are needed, what style and functionali…

It often seems like the world economy is not prospering, but instead heading toward a recession. Negative news frequently dominates headlines, and it tends to catch the attention of investors more th…

We all have our dreams, and while they might not always be realistic, it can be fun to get caught up in the hype of the newest product, market trend, or what you’d do with $2 billion if you won this …

As a pro athlete or successful businessperson, you have heard this statement a thousand times, “control what you can control.”

Why?

It’s because every fiber of our being wants to react to the “noise” g…

The S&P 500 is down ~23% year-to-date which has felt like an exhausting marathon.

Would you believe us that the -23% return has been created by only nine days? There are 254 trading days in a market y…

In business and sports, everyone dreams of the payoff. A company that sells for billions and an athlete that signs the big contract. Yet, every owner and athlete who has achieved this will tell you t…

We have recently hit 2-year lows on many indexes, and if you have tuned into any financial news offerings lately, you would believe that the worst is yet to come.

More interest rate hikes are on the h…

Markets are crazy right now. The S&P 500 was down over 9% for September alone. Interest rates have been marching higher. What does this mean for you and your money?

Everyone goes through challenging p…

Rising interest rates have dominated headlines for the last few months, but which rate is the most important to you? Should you be concerned? 

The rate you’ve likely heard the most about is the Fed F…

It is estimated that 70% of wealth is lost by the second generation and 90% by the third. This is what defines the phrase “shirtsleeves to shirtsleeves” and it has been this way for centuries and acr…

Money is just a tool to drive impact. What that impact looks like is different to every individual and family.

The anxiety of preparing the next generation is universal across wealthy families. Buildi…

It only takes one unfortunate event to bring down everything. That is why risk management is such an important part of protecting your financial structure and sustaining generational wealth. It is no…

Where do you start when building an investment plan? What are the first steps and what’s most important? Should we maximize returns and let our investments run our lives or should we let our needs, w…

Tax planning is the backbone of the family office. A tax team focused on minimizing your taxes is a must-have for families to optimally grow wealth and then sustain it multi-generationally. These opp…

Family office is the buzzword in the industry these days. The problem is not everyone is staying true to what a family office does and many are not keeping clients at the center of what’s important.

A…

How do you establish a family legacy that transfers to the next generation? This is the most difficult task ultra-high net worth families will face. Of course, technical expertise is important when c…

You should be investing, but that doesn't mean you have to settle for a poor investing experience. The broker selling you the next hot stock or Jim Cramer telling you to “buy, buy, buy” will not deli…

Recessions, high inflation, or all-time market highs are usually the only times investment news makes its way into mainstream media. Financial news is really incentivized to instill fear or greed and…

“Don’t put your eggs all in one basket”

Everyone has heard this saying but are you doing it as efficiently as possible with your investments? Don’t fall in love with one single investment category be…

Investing in index funds or ETFs is a great place to start, but can you do better?

There are segments of the stock market that have proven over time to deliver better results than the averages. This …