AWM Insights Financial and Investment News

Results are what matter at the end of the day. We want to play the game that gets us the best results. The evidence presented in the last several podcasts has made it clear what you should focus on a…

Can you trade on the market inefficiencies and come out ahead after costs and taxes?

The evidence is clear and it isn’t good news for the market timers. These market timers are investors and advisors…

It seems natural that the most skilled and talented managers should be able to outperform on a consistent basis. In reality, the data doesn’t support this and it actually shows the opposite. In publi…

When markets are down, it is natural to be concerned. Who determines these big moves in the market and what information can we learn from them?

Every transaction in the public market needs a buyer an…

In last week’s episode, Brandon and Justin started the discussion on real estate investing – hitting on topics like where and how to invest, public vs private, and types of properties. With the found…

Real estate is a popular asset class and a huge wealth builder for many people. What are some ideal ways to approach investing in real estate? What can you expect for returns and what are the risks? 

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Investing in private equity (PE) boils down to buying ownership in non-publicly traded companies. Venture capital is just a small subset of private equity and sometimes the lines can be blurred betwe…

There are around 2,000 venture capital firms managing about 4,000 funds. It’s a small market in the grand scheme, but many aren’t worth investing in. The return difference between the top 25% and bot…

Why would a founder raise money? 

To turbocharge growth of the company. The company can grow faster from taking outside capital. In exchange, the founder is giving up partial ownership of the company.…

You’ve decided to jump in to private investing. You’ve already asked yourself if you should invest at all and discovered how to participate. Now that you’re ready to invest - how does it actually wor…

Last week, Brandon and Justin answered the question “Should I Own Private Investments?” In that episode, they gave a framework to consider before an investor jumps into the private markets. This week…

Just because you qualify on paper for private investments doesn’t mean you should have them in your portfolio. Ignoring current spending and future income can lead to poor results that can and should…

Easy answer: Stay in your seat! If you are contemplating making a change, your financial plan is severely lacking. Now is not the time to adjust your plan. Any solid philosophy already has the game p…

You have probably heard of the S&P 500, Dow Jones, or Nasdaq. These indexes are created to track the performance of a group of public companies. While you can’t invest in an index itself, you can inv…

The most recent SPIVA Report for 2021 was just released and once again the same conclusion is reached. “Passive” has beat “Active” and only 15% of active managers that are paid to beat the market, di…

All advisors are willing to try to help. The problem is many do not have the right ability. Vetting an advisor for competence is a must for those wanting to create wealth. It also isn’t easy due to t…

Russia has invaded Ukraine and war is the talk of the global news and financial media. Financial warfare has also been waged by countries around the globe with punishing sanctions placed on Russia. W…

You are ready to hire a professional but with over 300,000 people calling themselves financial advisors, where do you start?

Multiple studies have proven that a good advisor can add 3% or more in valu…

Are you a Do it Yourself Investor? Are you ready to handle it all yourself? 

Fear and greed drive many of the biases that hurt investor returns. Overconfidence bias and confirmation bias are two other…

Do you know how to buy a stock? How do you open a brokerage account and which account type should you select? Have you made an investment in private equity before? 

In this week’s episode, Brandon Ave…